A Growing Global Community
HONG KONG AND MACAU CHAPTER PARTNERS - MRFS
Signing IARFC/Hang Seng University of Hong Kong
Dr Jerry Cao, Associate Professor, School of Business, The Hang Seng University of Hong Kong
Mr Edmund Lee, Vice President, Hong Kong InsurTech Association
Mr Allan Wan, RFC®, Executive Director, IARFC Hong Kong and Macau Centre
Ms Ivy Leung, Senior Lecturer, School of Business, The Hang Seng University of Hong Kong
Professor Bradley R. Barnes, Dean, School of Business, The Hang Seng University of Hong Kong
Dr Teresa So, RFC®, Chairman for Hong Kong and Macau, IARFC
Dr Thomas Man, Associate Dean (Enterprise and Business Engagement), School of Business, The Hang Seng University of Hong Kong
Mr Alex Shum, RFC®, Chairman, Member Development Committee, IARFC Hong Kong and Macau
Dr Frederick Wong, President, Hong Kong InsurTech Association
Mr Daniel Au, Vice President, Hong Kong InsurTech Association
Mr Bosco Yim, Senior Lecturer, School of Business, The Hang Seng University of Hong Kong
Mr Eugene Lam, RFC®, Member, Member Development Committee, IARFC Hong Kong and Macau
Dr Lawrence Lei, Assistant Professor, School of Business, The Hang Seng University of Hong Kong
Master Registered Financial Specialist
Considering the evolving trend of Financial Consulting, Dr. Teresa So, RFC®, Chairman of IARFC Hong Kong and Macau Chapter, firmly believes that RFCs must arm themselves with advanced knowledge, in addition to the basics, in order to stay professional and competitive.
She was sometimes questioned: “I am presently an RFC. What is my next step with the IARFC?” These together inspired her to introduce the Master Registered Financial Specialist (MRFS) professional designation as an advancement path for RFC.
In Dr. So’s design, RFCs who complete the top-up curriculum in “Trust” and “FinTech” and meet the related IARFC requirements on Experience, Continuing Education, Licensing, Integrity, and Ethics, are eligible for the advancement to MRFS.
Dr. So considers “Trust” and “FinTech” are nowadays among Financial Consultants’ most needed knowledge in their professional practice. “Trust” is a popular tool legally accepted for wealth succession, usually with tax advantages. In the modern world, financial products and services are frequently not sold in-person. “FinTech” facilitates sales completion with efficiency and accuracy.
The top-up curriculum, titled “Executive Certificate in Contemporary Financial Planning” is jointly organized by IARFC Hong Kong and Macau Centre and School of Business of The Hang Seng University of Hong Kong. Acting as the supporting organization for the program, Hong Kong InsurTech Association provides consultation in curriculum design and updates.
Joint Program Organizer – Hong Kong / Macau Chapter
The Hang Seng University of Hong Kong
The Hang Seng University of Hong Kong (HSUHK) is a non-profit private university in Hong Kong, offering a wide range of undergraduate and postgraduate degree programs. Formerly known as The Hang Seng Management College and The Hang Seng School of Commerce, it is a degree-granting institution since 2010. It officially became a private university with the approval from Hong Kong SAR Government in October 2018. (Source: https://www.hsu.edu.hk/en/)
The School of Business, HSUHK is devoted to providing quality business education. It is committed to nurture learning and engagement through high quality, student-centered small groups. With ~3,500 students, it is now one of the most popular Hong Kong business schools for full-time undergraduate students. (Source: https://sbus.hsu.edu.hk/en/deans-message/)
Program Supporting Organization
Hong Kong Insurtech Association (HKIA)
Hong Kong InsurTech Association (HKIA) is led by a volunteer group of members who care about the future of InsurTech Technology in Hong Kong, Greater China, and Asia. Its mission is to enhance the advancement of the insurance industry of Hong Kong by adopting new technologies with innovative collaboration cross over various sectors, as well as formulating disruptive business models. (Source: https://insurtech.org.hk/)
Mr Alex Wan, RFC® - Founder Hong Kong Insurtech Association
“The designation will further confer the value on students for future alignment with the membership of Hong Kong InsurTech Association, with conversion program in practice. Such a designation will strengthen membership with a sense of belonging.”
Dr. Frederick Wong, President Hong Kong InsurTech Association
“We will work closely together in the future to build on the many worthwhile collaboration strategies and excellent working relationships that have already been established in the program scope. The course programs and initiatives have resulted in the making of significant portions of successful training development projects, informative research, and talent education.”
Dr. Thomas Man, Associate Dean
The Hang Seng University of Hong Kong, School of Business
This course is considered as a continuing education course at our University. Even though it is a much shorter course than our undergraduate and postgraduate programmes, we still employ a rigorous approval process which involves the formation of a programme team to develop the course with the input from a programme advisory committee. The initial programme proposal has to be approved by our School Board before submitting it to the University’s Continuing Education Committee for final approval.
As a business school for the real world, we are committed to establish a strong link with industry, commerce, professions, NGOs and the wider community at large. For collaborating with the IARFC, we believe it is not just about contributing to the profession through the expertise of our faculty members who consists of both doctorate qualified academics and professional recognized practitioners, but it is also about learning the best practice in the workplace so that we can enable our students to become global citizens and reach their potential as tomorrow’s business leaders.