IFEA 2024
Investor and Financial Education Award 2024
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06/03/2025
Investor and Financial Education Award 2024
The IFEA 2024 awardees were reviewed and selected unanimously by the respective Assessment Committees, comprising of government representatives, IFEC Board members and industry experts.
Assessment Committee Members
(In alphabetical order of last name)
IFEA (Corporate)
- Mr Chan Ho Lim, Joseph, JP
Under Secretary for Financial Services and the Treasury, Financial Services and the Treasury Bureau - Mr Cheung Wan Ching, Clement, GBS, JP
Chief Executive Officer, Insurance Authority - Mr Lee Kam Wing, Bruno
Former Chairman, Hong Kong Investment Funds Association
IFEA (Public/Professional Body and NGO)
- Dr Auyeung Pak Kuen, Rex, GBS, JP
Non-executive Chairman, MTR Corporation Limited - Mr Chua Hoi Wai, JP
Chief Executive, The Hong Kong Council of Social Service - Mr Yeung Wai Tim, Patrick
Chief Executive Officer, Hong Kong General Chamber of Commerce
IFEA (Teaching)
- Ms Lam Si Hang, Yvonne
Principal Education Officer (Curriculum Development)1, Education Bureau - Mr Leung Sze Ho, Louis
Deputy Secretary-General (1), University Grants Committee Secretariat - Dr Rizwan Ullah, MH
Member, Youth Development Commission
List of awardees
IFEA (Corporate)
Gold Award
Gold Award
| Organisation: | Manulife (International) Limited; and Share for Good Foundation Limited |
| Project: | "Future Mumpowered" Employment Support and Financial Education Programme |
| Description: | The cross-sectoral initiative offers household finance management training for women, pre-employment training and job matching, empowering them to enhance retirement protection and their social engagement skills to better equip them to enter the workforce. |
Silver Award
| Organisation: | Hang Seng Bank Limited |
| Project: | Hang Seng Financial Literacy Academy |
| Description: | The project promotes healthy financial habits and collaborative family budgeting to primary and secondary students and their parents, and increase their awareness of cybersecurity and electronic payments. |
Bronze Award
| Organisation: | Bank of China (Hong Kong) Limited |
| Project: | TrendyToo FIN-iversity |
| Description: | The project includes engaging campus activities and a series of short Instagram Reels that introduce basic stock trading concepts and financial management to university students. |
| Organisation: | PT. Bank Negara Indonesia (Persero) Tbk, Hong Kong Branch |
| Project: | Financial Planning Education for Indonesia Diaspora in Hong Kong |
| Description: | Educational activities on financial planning for Indonesian domestic workers in Hong Kong, covering topics such as fraud prevention and the use of digital banking services. |
Investor and Financial Education Award (in alphabetical order of organisation names)
| Organisations | Projects |
| AEON Credit Service (Asia) Co., Ltd. | Financial Education On! |
| Citi | Fraud Prevention Campaign |
| HKMC Annuity Limited | Positive Ageing |
| Prudential Hong Kong Limited | Money Mastery 2024 |
| The Hongkong and Shanghai Banking Corporation Limited | Empowering Financial Literacy & Anti-Fraud Education for Everyone |
| TransUnion Credit Information Services Limited | Fraud Chat Check |
IFEA (Public/Professional Body and NGO)
Gold Award
Gold Award
| Organisation: | Hong Kong Family Welfare Society Financial Education Centre |
| Project: | “Empowering Your Life’s Second Half” Financial Education Project |
| Description: | The project aims to provide accessible financial education to elderly, facilitated by university students, to foster intergenerational understanding and enhance financial literacy. |
Silver Award
| Organisation: | The Boys’ & Girls’ Clubs Association of Hong Kong |
| Project: | HSBC Young Financial Planners Programme |
| Description: | The programme is designed to equip teenagers with essential financial management skills with three key themes: personal financial cultivation, family financial responsibilities and planning, and societal financial management. |
Bronze Award
| Organisation: | Hong Kong Institute of Certified Public Accountants |
| Project: | Rich Kid, Poor Kid Programme Enhancement Scheme |
| Description: | The project provides a new “Financial Education Teaching Manual” with train-the-trainer sessions for primary school teachers, in addition to financial management workshops for secondary school students. |
| Organisation: | Tung Wah Group of Hospitals Healthy Budgeting Family Debt Counselling Centre |
| Project: | Planning a Brighter Future Life Planning Program |
| Description: | In partnership with the Mandatory Provident Fund Schemes Authority, the project inspires secondary school students to set their life goals while promoting a healthy and positive financial management through the “situational learning” approach. |
Investor and Financial Education Award (in alphabetical order of organisation names)
| Organisations | Projects |
| CFA Society Hong Kong | Investor Education Webinar – Opportunities and Risks Brought to Investors by the Rise of Finfluencers |
| Department of Japanese Studies, The Chinese University of Hong Kong | Women’s Empowerment through Financial Literacy Ambassador Programme |
| Happy-Retired Company Limited | Financial Planning Workshops for Retirement |
| The Hong Kong Retirement Schemes Association | Retirement Beyond Dollars and Cents |
| The Society of Rehabilitation and Crime Prevention, Hong Kong | CASH – Youth Financial Smart Planning Interactive Space |
| Young Financial Planners Association | YFPA Financial Education Day |
IFEA (Teaching) – School Division
Gold Award
Gold Award
| School: | Tai Po Old Market Public School (Plover Cove) |
| Project: | School-Based Cross-Curricular Financial Education Programme |
| Description: | The school integrates financial literacy into its school-based curriculum, aligning with the "Primary Education Curriculum Guide” while creating innovative and practical financial education content for whole school. |
Silver Award
| School: | CNEC Lau Wing Sang Secondary School |
| Project: | Biblical Financial Code - Experiential Learning |
| Description: | The school's original lesson plan, Biblical Financial Code, integrates financial education and values education into the S5 Bible class. S5 students applied their knowledge by creating simulation activities for S1 and S2 students. |
Bronze Award
| School: | Tseung Kwan O Government Primary School |
| Project: | Reading across the curriculum in financial education |
| Description: | The project integrates financial education into the curriculum and provides students with financial literacy books to reinforce their learnings, enabling them to apply financial concepts in everyday life. |
Investor and Financial Education Award (in alphabetical order of school names)
| Schools | Projects |
| Hong Kong Metropolitan University | Campus Outreach |
| Yan Chai Hospital Choi Hin To Primary School | 理財「智」叻星 |
IFEA (Teaching) – Teacher Division
Gold Award
Gold Award
| Teachers and their school: | St. Paul's Convent School (Secondary Section) Mr Chen Kam Leung Adrian; Mr Yam Tze Kay |
| Project: | School-Based Young Investor Program |
| Description: | The programme is a school-based initiative that aims to improve the financial well-being and literacy of students, equipping them with skills for future challenges. It helps students to develop interests in finance entrepreneurship, financial literacy and financial-technology. |
Silver Award
| Teachers and their school: | Hong Kong Baptist University Dr. Archimedes David Guerra |
| Project: | Financial Literacy for Students, by Students |
| Description: | The project leveraged community and student partnerships to design and deliver financial literacy activities for university students through an experiential learning course. |
Bronze Award
| Teachers and their school: | The Education University of Hong Kong Dr. Tan Weiqiang; Prof. Yu Wai Mui Christina; Dr. Law Kim Fai Eric; Dr. Lee Kwok Wai Ray |
| Project: | On-Campus Project of "Training the Trainer" to enhance the Financial Well-being of the Hong Kong Society |
| Description: | The project aimed to equip student educators with financial knowledge and pedagogical skills, and to allow them to create educational materials and financial education activities on campus and in the community. |
Investor and Financial Education Award (in alphabetical order of school names)
| Teachers and their schools | Projects |
| Carmel Alison Lam Foundation Secondary School Ms Szeto Mei Yin |
健康理財・健康人生 |
| Rhenish Church Pang Hok Ko Memorial College Ms Tsang Mei Ting; Mr So Lok Pui; Ms Cheng Pik Ying, Sylvia |
Financial Education @ RCC |
