Affirming Efforts in Promoting Financial Education
Convoy Awarded Three “Financial Education Leadership Awards” by IFPHK

(16, January 2020 – Hong Kong) Convoy Global Holdings Limited (“Convoy”) has been awarded three prizes in the “IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2020” held yesterday. Besides winning the Corporate Financial Education Leadership (Gold Award) and the Accredited Professional Financial Planning Firm for three and eight consecutive years, this is the first time Convoy has been awarded the Award of Corporate Financial Education Leadership for the Best Advocate. These three awards recognized Convoy’s outstanding accomplishments and contribution in promoting financial education and enhancing public awareness on the tax incentive measures rolled out by the Government, as well as efforts in nurturing the CFP and AFP professionals and fostering quality financial planning services in Hong Kong.


Mr. Henry Shin, Chief Executive Officer of Convoy Financial Services Limited, said, "The demand for wealth management and retirement plans has increased significantly in the society with the launch of more wealth management products. Convoy echoes the importance of wealth management to public and has been actively promoting financial education in the community to help people plan for the future. We feel honored to be recognized by esteemed organizations like IFPHK again while we promise to continue providing the public with professional and suitable wealth management and retirement planning advice.”


Organized by the IFPHK, the “Financial Education Leadership Award” aims to recognize corporates that actively provide financial education, services and advice to the public. In the past year, Convoy strived to advance staff’s professional knowledge staff by organizing a series of financial education courses. Through a series of courses such fresh financial consultants training, Rookies: Road to MDRT program, IANG recruitment training, Top Agent Program and Professional Patterns of Management, colleagues could better master the financial pyramid formed by target savings and financial management, so as to further promote the concept to the clients.


Over the years, Convoy has provided free and unbiased financial information through various channels, such as hosting financial management seminars. Convoy has also launched one-stop online financial information, as well as interactive financial management tools, such as retirement calculator and MPF calculator, for the public to plan and manage their wealth properly. In addition, Convoy publishes “Convoy MPF Index” every month to the public to compare the performance of different types of MPFs in the market freely. The Index serves as a reference indicator for the trend of the Hong Kong MPF market.


Photo: Mr. Henry Shin, Chief Executive Officer of Convoy Financial Services Limited (Left), accepts the awards of 2020 Corporate Financial Education Leadership (Gold Award), Corporate Financial Education Leadership for the Best Advocate and Accredited Professional Financial Planning Firm from IFPHK.


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