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FWD’s financial planning leads the industry

FWD achieved great success at the 2024 Best Financial Planner Award

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FWD Insurance stays at the forefront of the times, providing customers with comprehensive and professional financial planning services. The "2024 Best Financial Planner Award" (hereinafter “BFPA”), jointly organized by Life Underwriters Association of Hong Kong (hereinafter "LUAHK") and the University of Hong Kong School of Professional and Continuing Education (hereinafter “HKU SPACE”), is the ultimate testament to the capabilities of our financial advisors.
Financial Planning Experts Compete, FWD Elites Shine
This year's BFPA themed “全面理財規劃新挑戰——迎接人工智慧新發展”, rigorously assessed participants' professional expertise and communication skills through detailed written financial planning proposals during the preliminary rounds and impromptu speeches in the finals. It was a highly challenging competition for all participants.
With outstanding financial and professional skills, FWD elites from various regions enthusiastically participated. From the preliminaries to the finals, they excelled at every stage, showcasing their solid expertise in financial planning. Ultimately, 142 elite agents took home the “2024 Best Financial Planner Qualifier (2024 BFP Qualifier)", accounting for 50% of the industry's finalists, continuing their strong performance from previous years with remarkable results!
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Thanks to the exceptional performances of FWD's elite team, FWD has won the " 2024 Best Financial Planning Company Award " for six consecutive years and claimed the "2024 Excellent Financial Planning Company Award" for the third time, solidifying its position as the big winner of this year's competition. This achievement not only highlights the continuous improvement of FWD's financial planning standards but also sets new benchmarks for the insurance industry.
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Shining Stars Celebrated for Excellence
The following FWD elites stood out during intense competition, earning accolades and recognition.
Shirley Chan (Maggie Lee Region)  
Yuki Ip (Ming Lai Region)  
Kenneth Wong (Michael Yeung Region)  
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These outstanding talents were honored with “Merit Awards”, showcasing their extraordinary achievements.  

Gold and Silver Award Winners:  
Ember Leung (Charleson Ng Region), captured the “Gold Award” for " 2024 LUA Best Financial Planner (2024 LUA BFP)", with an exceptional performance.

Andy Wong (Richard Wong Region), earned the “Silver Award” for "2024 LUA Best Financial Planner (2024 LUA BFP)”, demonstrating excellence as a top financial planner.

As role models for FWD's outstanding financial planners, they not only displayed extraordinary personal capabilities but also highlighted FWD's remarkable achievements in the financial planning sector. These accolades serve as the highest recognition and praise for FWD's continuous innovation and practice in financial services.

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Exceptional Leadership, Setting the Standard
In addition to individual honors, 13 Regional Directors were crowned with the "BFPA Outstanding Director Award", while other 10 elite agents proudly received the "BFPA Ambassador Award". These achievements vividly reflect FWD's leadership in driving the industry forward and delivering exceptional financial services with unmatched determination and a solid foundation.
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"BFPA Outstanding Director Award" awardee  

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"BFPA Ambassador Award" awardee

Building Dreams for the Future
As a leader in the industry, FWD Insurance is committed to the comprehensive development and deep cultivation of financial advisors. By fully supporting their growth in diverse financial planning fields, FWD empowers its advisors to expand their potential and achieve their career aspirations.

Explore our opportunities

If you’re looking for a new career, and would like more information, let’s talk.

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