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Money Month Events

1-7 MARCH

1

“Invest in Yourself” Young Writers Contest

IFEC, Education Bureau, HKEJ Education

Co-organised by the IFEC, the Education Bureau and HKEJ Education, the writing contest aims to enable secondary students to present their financial management skills and knowledge through writings. It also aims to empower them to invest in themselves by understanding how financial management and good planning can help them attain life goals, and to foster their understanding and confidence on financial management.

01/03/2022 - 31/05/2022

Secondary students

1

Financial Management Workshop: Preparing for Your Future

The Boys' & Girls' Clubs Association of Hong Kong, Education Bureau, Hong Kong and Shanghai Banking Corporation Limited

Through an online gamified workshop, basic financial management knowledge will be taught, including introducing the correct use of common investment tools, insurance, credit cards and tips to avoid financial traps. It also helps consolidate and enrich the subject learning of Economics and Business, Accounting and Financial Studies.

01/03/2022 - 31/03/2022

Secondary students

1

JA Finance for Future

Junior Achievement Hong Kong, HKEX Foundation

The program goes beyond basic personal financial management. It aims to links today’s responsible choices with our shared sustainable future by providing students with experiential learning on financial literacy that aligns with the Core Competencies Framework on Financial Literacy for Youth developed by the OECD International Network on Financial Education.

01/03/2022 - 31/03/2022

Secondary Form 4 to Form 6 students

1

JA Money Sense

Junior Achievement Hong Kong, KPMG Foundation

JA Money Sense equips young people with essential personal money management skills by focusing on the most relevant areas of learning under the pandemic challenge: (i) Financial Wellness: Spending, Saving & Budgeting and (ii) Smart Shopping in the Online World. The program helps develop students’ self-confidence and financial capability to overcome the current challenge.

01/03/2022 - 31/03/2022

Secondary school students

1

JA Planning with Purpose

Junior Achievement Hong Kong, BNP Paribas

JA Planning with Purpose provides students with practical information about the importance of identifying education and career goals based on one’s own skills, interests and values, as well as their connection with personal finance.

01/03/2022 - 31/03/2022

Secondary Form 2 to Form 4 students

1

JA Building a Financially Capable Generation

Junior Achievement Hong Kong, The Hongkong and Shanghai Banking Corporation Limited

Through engaging games and technology, and activities led by business volunteers, students will be able to increase their knowledge, skills, and experiences with money and promote self-confidence and relationships (in person and online) that supports financial capability and personal resiliency.

01/03/2022 - 31/03/2022

Secondary Form 1 to Form 4 students

1

Launch of Financial Wellness Programme for Employers

IFEC

The Programme provides financial education talks with practical toolkits for employers to promote financial education to staff.

01/03/2022 - 31/03/2022

Employers

3

A Close Look at UK Property Market: Opportunities and Considerations

Tricor Services Limited

Interest in UK properties from Hong Kong buyers has increased significantly in recent years. During the webinar, UK property experts will share insights on a range of topics from market overview to procedures and costs, as well as things to consider from a tax perspective.

03/03/2022 7:00-8:00pm

General public, investors

5

MPF Investment Webinar 2022 (recording)

Mandatory Provident Fund Schemes Authority, Lee Shau Kei School of Business and Administration of the Hong Kong Metropolitan University

Mr Andy Wong (Chartered Market Technician (CMT) and Fund Manager) and Mr Eddy Chan (General Manager (External Affairs), MPFA) to share their insightful views on MPF investment and retirement investment.

05/03/2022 3:00-4:00pm

General public

5

Storytelling of Picture Book "Little Light Bulb's Robot"

Hong Kong Family Welfare Society Financial Education Centre, Principal

How can parents assist children to handle their Lai See after the CNY? Mother of Little Light Bulb has faced the same issue and figured out a way to help Little Light Bulb. Let's join this storytelling boardcasting! Participants may win a Picture book and a Money Tracking book.

05/03/2022 10:00-10:45am

K2 to P1 students and parents

8-14 MARCH

10

Financial Planning Webinar

IFEC

To discuss the hot topics of financial planning amid the pandemic, e.g. attitude and behaviour towards financial planning, creating lifelong retirement income, the importance of passive income to retirement, alternative investments and points to note of investing overseas.

10/03/2022

General public

10

HSUHK Personal Finance Planning Seminar and Competition Briefing - “Be an e-Payment System Master”

The Hang Seng University of Hong Kong

An opportunity for Secondary students to learn about the importance of mastering e-payment methods and be aware of financial traps

10/03/2022

Secondary students and teachers

11

MPF Express: Market performance overview and market outlook

Gain Miles Assurance Consultants Limited

After Chinese New Year, Covid-19 cases are still rising everywhere. While the overall investment return rate is reported to be dropping, will It impact the MPF Market? Can employees keep their retirement money intact? In this episode, investment expert from Sun Life, one of the Top 3 MPF providers will analyze latest MPF performance and market outlook.

11/03/2022 11:45am-12:30pm

General public, working adults

14

“Challenge Yourself to Invest Better!” Instagram Story Quiz

Futu Securities International (Hong Kong)

As investors of the tech-driven investment era, you might have a high level of financial literacy, but do you know how to grow wealth taking ownership of your financial future? Challenge your knowledge in investment psychology, and guide you to have a better understanding of investment discipline and be a responsible investor.

14/03/2022 - 20/03/2022

Young investors

15-21 MARCH

17

Climate change and ESG investment Webinar

CFA Society Hong Kong, CFA Institute, IFEC

Learn about the impact of climate change on the global economy and investment market, and opportunities of Green and Sustainable Investments

17/03/2022

Investors

17

Young Investors Society: Hong Kong Investment Symposium

Young Investors Society

The students learn valuable skills in personal finance, fundamentals of investing, careers in finance and so much more from a variety of finance professionals in this webinar.
All events will be virtual on Zoom Video in the U.S, Hong Kong, and India!

17/03/2022 5:00-6:30pm

Senior secondary students and families

18

Life Stage Financial Planning - Virtual Talk

Citi, Hong Kong Association For Business Education

How to plan and manage personal finances to achieve financial goals at different stages of life; and Introducing the emerging risks and opportunities of digital finance.

18/03/2022 3:00-4:00pm

Secondary students

18

Online Children Talk

Hans Andersen Club, HKEX Foundation

Providing basic financial management knowledge to children through storytelling and interactive games, learning about treasuring wealth and sharing resources.

18/03/2022 3:30-4:30pm

Children, 4-8 years old

20

Children financial education workshop

Po Leung Kuk

Having proper and healthy financial management concepts are important for children's development since it could help them to achieve different goals throughout their life. In this workshop, skills of building financial management concepts and habits will be shared.

20/03/2022 11:00am-12:00pm

Parents of primary students

21

“Surprise Me with your Credit Score” Facebook Mini Game

TransUnion Limited

Youngsters develop bad habits of consumption easily! TransUnion conducts a mini game based on credit assessment knowledge through Facebook, correcting the public about bad personal habits and new knowledge about financial management. Let consumers pay attention to the impacts on credit rating and enhance the importance of credit reports.

21/03/2022 - 28/03/2022

Youth, working adults , general public

22-31 MARCH

22

Life Protection vs. Wealth Accumulation Talk

IFEC, Insurance Authority

Introduce participating policies and learn about the insurance and financial planning needs at different life stages

22/03/2022

General public

23

Never too early – start managing your money today!

Standard Chartered Bank (Hong Kong) Limited

It is never too early to start managing your money; and it is not just about scrimping and saving. This session will give you tips on how to spend and grow your money wisely, as well as how the latest technology in banking can facilitate your financial journey.

23/03/2022 12:10-1:20pm

Secondary students

25

Facebook Live series "Ask the Experts"

Enrich HK

Our Facebook Live series "Ask the Experts", answers migrant domestic workers' questions on a range of topics. For Money Month 2022, we will address a very timely question among the domestic worker community: "How do I bounce back financially from the pandemic?"

25/03/2022 2:00-3:00pm (English), 30/03/2022 8:30-9:30pm (Bahasa Indonesia)

Migrant domestic workers

25

How to distinguish between "guaranteed and protected" products?

Happy-Retired

Young-old have to understand the risks of investment products. Happy-Retired has invited our member Paul Yip who previously worked in investment bank to share how to distinguish the risks of different investment products.

25/03/2022 4:00-5:30pm

Young-old aged 50+

25

Debt Handling Online Talk

Tung Wah Group of Hospitals Healthy Budgeting Family Debt Counselling Centre

It is important to pay special attention to your health as well as financial health during the pandemic.
What are the different ways to deal with a debt situation? Do you want to know more?

25/03/2022 7:30-9:00pm

General public

28

Money management from CFO Perspective

Tricor Services Limited

CFO with over 17 years financial management experience will share with the youth on money management tips including:
1. Why and when should one start money management?
2. What’s the difference in managing big money and small money?
3. Practical advice from CFO perspective: is there any perfect matrix for money management?

28/03/2022 1:00-1:45pm

Mid-teen and tertiary students

29

Social Worker Financial Literacy Training Workshop

Child Development Fund, Baptist Oi Kwan Social Service, IFEC

Social workers practice to become financial trainers and offer financial education to children, parents and mentors

29/03/2022

Social workers

30

How to manage your money better without the influence of marketing/advertising

Tricor Services Limited

On average each person read more than 5,000 advertising each day, which has significant impact on your consumption behaviour and spending. Tricor’s CMO Daryl Choy, with 27+ years’ marketing experience, will share the secrets with you for better money management and achieve the goal of "FIRE" earlier.

30/03/2022 3:00-4:00pm

General public, tertiary students

31

Online Financial Education Quiz

Hong Kong Family Welfare Society Financial Education Centre, HKEX Foundation

HKFWS Financial Education Center launches a self-learning financial literacy program to help further financial literacy education among students. The 1-month online prize Quiz aims to raise students’ knowledge and awareness to cope with the rapidly evolving digital financial management environment. Questions are set at two grade levels and covers 4 themes.

31/03/2022 - 29/04/2022

Secondary students

Only accept application from schools:

31

Online workshop for anti-scam programme for seniors

IFEC, People On Board

Targets at social workers and staff from elderly services units, the workshop will introduce the anti-scam programme for seniors, including a board game, its impact measurement study with experience sharing from social worker.

31/03/2022

Social workers of elderly services and other stakeholders

31

Consumer Council Virus Fighting Talk Series: What You Need to Know About Sales Traps!

Consumer Council

Sales traps appear in every form and everywhere! A little carelessness could result in great financial loss to consumers! This talk shares with participants the basic consumer rights and responsibilities, and some tips to avoid common sales pitfalls, thereby strengthening their self-protection ability as consumers.

Present - 31 May 2022

General public

31

StashAway Financial Wellness Program

StashAway Hong Kong Limited

StashAway will be conducting their signature Financial Wellness Program, a free service designed to support corporate employees and communities with the financial acumen necessary to make empowering short-term and long-term financial decisions. For MM2022, StashAway will be covering the topics Financial Planning Basics and Buying vs. Renting a Property.

March - April 2022

Working professionals

APRIL

1

Consumer Council Virus Fighting Talk Series: How to Use Consumption Vouchers Wisely?

Consumer Council

The new round of Consumption Voucher Scheme is about to launch! This talk covers the latest instalment arrangements, the features of the four stored value facilities (“SVFs”), and case sharing of some pitfalls when using consumption vouchers. Join now and get some smart tips on how to use consumption vouchers wisely!

01/04/2022 1:00-1:30pm

General public

8

Consumer Council Virus Fighting Talk Series: How Much Do You Know about the Risks of Online Shopping?

Consumer Council

Online shopping has become more and more popular during the pandemic, but its potential risks should not be overlooked! This talk draws your attention to the common risks and pitfalls of online shopping, and shares with you the practical tips to shop online safely.

08/04/2022 1:00-1:30pm

General public

11

Sustainable Investment in Pension Webinar

The Hong Kong Retirement Schemes Association, Mercer

Headlines on Environmental, Social and Governance (ESG) topics comes a close second to those on pandemic. Are asset owners any wiser on approach to ESG integration and sustainability investing on the climate transition journey? What additional resources they use to meet the new demands? Panelists will address your questions.

11/04/2022 3:00-4:00pm

General public

26

Consumer Council Virus Fighting Talk Series: Environmental Protection and Sustainable Consumption During the Pandemic

Consumer Council

The Covid-19 pandemic has led to a surge in plastic pollution! This talk introduces sustainable consumption and share tips on choosing and using reusable silicone food containers and cups properly, encouraging everyone to support environmental protection by reducing the use of plastic while fighting the pandemic.

26/04/2022 1:00-1:30pm

General public

MAY

19

Retirement Planning Webinar for Employers

Employers' Federation of Hong Kong, IFEC

Employers learn about the importance of encouraging staff to start their retirement plans early

19/05/2022

Employers

25

“Rich Kid, Poor Kid” programme – case study workshop

Hong Kong Institute of Certified Public Accountants

Workshops for secondary school students covering news-related case studies to trigger discussion and encourage teenagers to think about their money habits.

25/05/2022

Secondary students

JUNE

6

Hong Kong Financial Literacy Championship 2022

Education Bureau, Hong Kong Education City, Hong Kong Economic Journal, Hong Kong Monetary Authority, St. James’ Settlement, Visa

The Championship 2022 aims to deepen secondary school students’ understanding of green and sustainable finance and the value of prudent financial planning, through fun and exciting online quiz competition and design thinking challenge.

06/06/2022 - 26/06/2022

Secondary students


Resources


Escape Room - Money Quiz for Young People

IFEC

Day-to-day financial challenges require more than just IQ. Financial Quotient (FQ) is also key. Play this game to find out your FQ personality!

18/03/2022

Youth

Financial education article - Investing for a changing world

J.P.Morgan Asset Management

Fund Investing 101 - Educational content on sustainable investing
Article theme: Do what’s right for your investments, topic includes risk and portfolio management and ESG

15/03/2022 - 31/03/2022

Investors

Latest HSBC FinFit Study giving you financial management tips

The Hongkong and Shanghai Banking Corporation Limited

The 2021 HSBC Hong Kong FinFit index has just been released! Find out the differences between people who are "Financially Very Fit" and those who are "Financially Unfit", and how you can become a “Financially Very Fit” person! You’ll find answers and even inspiration in the social posts.

21/03/2022 & 03/04/2022

General public

Learning Centers
• Life Insurance
• Voluntary Health Insurance Scheme (VHIS)

Bowtie Life Insurance Company

Resourceful library of Life Insurance and VHIS articles written by financial experts and medical consultants, etc. In promoting insurance protection through educational resource, general public can understand details and make informed insurance decision easier.

01/03/2022 - 31/03/2022

General public

TVC Related Financial Education Information

Principal Hong Kong

Sharing practical info of TVC with general public and employees, encouraging them to include TVC to make their MPF/retirement reserve more adequate for better long term financial protection

17/03/2022

General public

Qualitative research on investment products

Mercer

An investment rating service providing research and ratings on funds available free to individual investors and their financial advisors.

01/03/2022 - 31/03/2022

General public, investors

Living with Doubts: The 3 Doubts of the Families Facing Financial Hardship under the Pandemic

Caritas Family Crisis Line and Education Centre

The employees faced pay cut or unemployment under the pandemic.
These video series can show the doubts and dilemma behind the financial hardship of the families.

04/05/2022 - 18/05/2022

General public

It’s ever too late to plan for retirement?

The Bank of East Asia Limited

While retirement planning should ideally start as early as possible, there are many things that pre-retirees and retirees can do later in life. In this talk, we share important information on life after retirement, and what people can do to ensure their financial security during their golden years.

15/03/2022

Pre-retirees, retirees

Chin-tective Bootcamp - Money Management Online Quiz For Lower Primary schoolchildren

IFEC

Detective Chin Chin is about to challenge your money management knowledge. Let’s play the interactive quiz games and remember to challenge your friends too!

18/03/2022

Primary students

Detective Chin Chin Money Management Adventures - Money Management Online Quiz For Upper Primary schoolchildren

IFEC

Detective Chin Chin is about to challenge your money management knowledge. Let’s play the interactive quiz games and remember to challenge your friends too!

18/03/2022

Primary students

"Financial Education Project e$mart" e-book & games

Hong Kong Family Welfare Society Financial Education Centre, Hang Seng Bank

Children can learn positive financial attitudes and skills through this imaginary story. Parents are encouraged to discuss with children after reading the story so as to create the atmosphere of "Money Talk" and start talking about money matters at home!

01/03/2022 - 31/03/2022

Primary 4 to 6 Students

JA Money Sense

Junior Achievement Hong Kong, KPMG Foundation

The program’s online platform provides students with an array of learning resources to learn basic financial concepts or explore the notion of financial resilience and smart shopping in the online world. Through fun and engaging online games, students put their learning into practice and enhance their confidence in applying financial management skills.

01/03/2022 - 31/03/2022

Secondary students

10 Lessons in Money Management (Vol 1 – 10)

Hong Kong Institute of Certified Public Accountants

Led by three main characters, the helpful and intelligent Certified Public Accountant (“會繼司”), the gluttonous Spender Boy (“大花童”) and the compassionate Curious Girl (“好奇寶寶”), the new workshop focus on topics that match the school curriculum including: (1) Earning money; (2) Needs vs Wants; (3) Saving; (4) Spending; (5) Forms of payment; (6) Becoming a critical consumer; (7) Borrowing money; (8) Sharing; (9) Budgeting and (10) Money Morals.

01/03/2022 - 31/03/2022

Primary students, families

Wealth-Groomed Guru

Bank of China (Hong Kong) Limited

Start Grooming your wealth now! Using home organizing as an analogy to bring out wealth tips.

28/03/2022

Youth

"Teaching Family about Money" videos

Prudential Hong Kong Limited, Hong Kong Family Welfare Society Financial Education Centre

Prudential has teamed up with HKFWS to produce a Family Learning Financial Management video series, which help parents to teach their children to develop healthy financial management concept. The videos feature professionals from the HKFWS’s Financial Education Centre, who provide child-friendly explanations of the four concepts: Earn, Save, Spend and Donate with real-life examples.

07/03/2022

Primary students, families

Handy Finance

Education Bureau, Hong Kong Education City, Hong Kong Economic Journal, Hong Kong Monetary Authority, St. James’ Settlement, Visa

“Handy Finance” helps you to get a better understanding of financial concepts, the sector and how corresponding practice transforms your personal finance does. It will guide you through the process step-by-step and assist you to reach your financial goals by offering your money management tips.

01/03/2022

Secondary students

Financial Education Series「無痛理財大法 by CPAs」

Hong Kong Institute of Certified Public Accountants

Three financial education videos were produced in the「無痛理財大法 by CPAs」series, featuring tips on spending, saving and investment.

01/03/2022

Secondary students, families

"HKMC Retire 3 - THE SENIORS" Video Series

The Hong Kong Mortgage Corporation Limited

Rock your new chapter like THE SENIORS! "HKMC Retire 3 - THE SENIORS" Video Series highlights the HKMC Retire 3 products as a solution for retirees to create lifelong streams of income. They may also join the activities provided by the loyalty programme – AMIGOS By HKMC to obtain diversified information.

End of April 2022

Seniors