零八投資, 何去何從?
Speaker︰
Mr. Bill FUNG 馮威廉先生
CEO of International Finance News
Ms. Yvonne JIM 詹友文小姐
Senior Director of Midland
Mr. WONG Chun, James 黃濬先生
Director of Midland
Date︰1 December 2007 (Saturday)
Time︰13:30 – 15:30
Venue︰上海市東川路800號上海交通大學浩然高科技大廈102室
Language︰Mandarin
Fee︰HKRFP – $100, Non-member $200
Wealth and Health management
Speaker︰
Mr. James LIU
Associate Director of Midland Wealth Mgnt Ltd.
Ms. Gloria LEE
Senior VP of MediFast (HK) Ltd
Date︰8 November 2007 (Thursday)
Time︰18:30 – 20:30
Venue︰4/F, Sunning Plaza, 10 Hysan Avenue, Causeway Bay, Hong Kong
Language︰Cantonese
Fee︰HKRFP – $100, Non-member $120
如何解讀上市公司年報及投資風險分析(HKAPA, IFA 聯合講座)
Speaker︰
Mr. Michael M.S. WONG 黃敏碩先生
Director of Research, Hantec Investment Holdings Ltd
Mr. LEUNG Heung Ying, Alvin 梁享英先生
Managing Director of ProtonCapital Ltd.
Date︰27 September 2007 (Friday)
Time︰18:30 – 20:30
Venue︰Unit 1, G/F, The Centre, 99 Queen’s Road Central, Hong Kong
Language︰-
Fee︰HKRFP – $100, Non-member $120
『長者理財教育講座』講座
Date: June 26, 2007
Speaker: Mr Michael Fan
Vice President
Chairman of China Development Committee, HKRFP
2007第二季投資檢閱
Speaker︰
Mr. Michael M.S. WONG 黃敏碩先生
Director of Research, Hantec Investment Holdings Litd
Date︰14 April 2007 (Saturday)
Time︰14:00 – 15:30
Venue︰Lecture Theatre 6, 4/F, Academic 1,City University of Hong Kong, Tat Chee Avenue, Kowloon, Hong Kong SAR
Language︰Cantonese
Fee︰Free
When Accountants meet Financial Planners – How to join hands and assist clients
Speaker︰
Mrs. Christine M. KOO 顧張文菊律師
Partner of Christine M Koo & IP Solicitors & Notaries
Date︰25 January 2007 (Thursday)
Time︰18:30 – 20:45
Venue︰Room A, Informatics Professional Development Centre Room 2103A-2104A, Tower 1, Admiralty Centre, 18 Harcourt Road, HK
Language︰Cantonese
Fee︰HKRFP – $100, Non-member $120
第二桶金 – 珠三角專場 順德朗咸平論壇
Speaker︰
Prof. Larry Hsien Ping Lang 朗咸平教授
中國民營企業之父
Date︰23 December 2006 (Saturday)
Time︰18:30 – 20:30
Venue︰Shunde District
Language︰-
Fee︰-
如何聰明地做個守法破產人(HKAPA, IFA OS聯合講座)
Speaker︰
Mr. Ip Chi Wai 葉志威律師
文志昌律師行顧問律師
Date︰5 December 2006 (Tuesday)
Time︰18:30 – 20:30
Venue︰Unit 1, G/F, The Centre, 99 Queen’s Road Central, Hong Kong
Language︰-
Fee︰HKRFP – $100, Non-member $120
Seminar cum Launching Ceremony of the Broadcasting Programme of Financial Education Course for Elderly
Date: August 18, 2006
Time: 2:30 pm – 3:545 pm
Venue: Hall, Radio Television Hong Kong
Mr Andrew Wong – Fund, ELNs, Foreign Currency and Certificate of Deposit
Ms Anita Shing – Indexs Future+Options
Mr Calvin Leung – Market Teams
Mr Alex Lung – Margin and Warrant
Ms Elsa Leung – Property (Repair and Buy/Sell)
Dr Sidbey SZE – Elderly Insurance + Medical Services for Elderly
『理財有道富晚年』- 長者財策大使計劃
We sincerely appreciated for continuted support from our voluntary member acted as Financial Planning Ambassadors to promote financial planning awareness among the elderly with training workshops and seminars. Ambassadors list was as follows:
| Chan Miu Wan Cindy | Chu Keung Wah | Li Shu Wah |
| Chan Suk Kwan | Chung Pui | Lin Kin Shing Francis |
| Cheuk Yuk Pang Francis | Fok Sin Yi Susanna | So Chi King |
| Chiu Yu Bun | Ho Kam Lin | Tse John |
| Chong Steve | Ho Tak Sang | Tsui Ka Man |
| Chow Kwok Yan Clement | Lau Wai Ho | Wong Kam Bing |
| Chow Sin Chuen Kenny | Lee Kai Hung Kennedy | |
| Chuen Sai Yan | Leung Wai Yuen |