Developing Successful Financial Planners through Mentoring and Training

 

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Past Programs                                     

The Center has offered two Jumpstart Two-Day programs to members of the Institute of Financial Planners (Hong Kong).  These programs have been wildly successful and The Center has been invited to provide this program on an annual basis.  Additional offerings are in the works for graduates of the past Jumpstart programs.

Jumpstart Two-Day, Hong Kong, 2003

Thirty-five new CFP® certificants attended the inaugural Jumpstart Program in Hong Kong.  Held on the campus of HK Polytechnic University in November 2003, attendees were grouped into teams of four who worked directly with "clients" Harvey and Hazel (played by IFP Executive Director, Lynn Pi, and her husband, Lewis Chen).  (Add some info about various things that happened at this program, to "humanize" it)

Jumpstart Two-Day, Hong Kong, 2004

Twenty-eight new CFP® certificants attended the second Jumpstart Program in Hong Kong.  Held on the campus of HK Polytechnic University, in November 2004, attendees were grouped into teams of four and five.  These teams planned for "clients" Harvey and Hazel, this time played by Jumpstart HK 2003 Graduates, XXXX and XXXXX.  (Add some info ... per above)

The Center does not discriminate on the basis of race, color, national origin, gender, disability, or age in any of its policies, procedures, or practices.
 
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
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Last modified: 05/23/05