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Experiential Learning

AIA Hong Kong

Train the Trainer to Train - Financial Education in Secondary Schools (New)


Background of Co-organiser


AIA Champ Motion District, Libertas Agency


Over the years, AIA’s financial planners in Hong Kong and Macau have started to serve Hong Kong and Macau citizens. AIA Group’s businesses spread across different countries, providing career development opportunities for those who are up for a challenge. The work culture of AIA Hong Kong and Macau is based on the Premier Agency to accomplish customer-centric and all-round solutions, which is supported by technology, digital, analytics, training, promotion to provide customers “healthier, longer, better lives”.


The Libertas Agency, established in 2016, provide comprehensive suite of services for high-net-worth individuals and families. Being an integrated platform that encompasses independence, advisory expertise and a vast network of top financial institutions, we deliver bespoke wealth preservation solutions together with our external partners, including wealth management, family trust arrangements and tax advisory service.




We believe in the saying that give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime. Therefore, on top of our business, we did pro-bono work in the past years to facilitate the financial education in Hong Kong, including public seminars, internships and workshops. The objective of this project is to extend the scope of the above financial education, together with life planning into secondary school.


Project Details


Students will be involved in organising public seminar (depending on ability).


Details of work assigned to students:


  • Immerse learning of basic financial and life planning model, based on the real-life experience of financial planners
  • Produce educational materials for secondary school students to understand the nature of money and finance
  • Design the content and deliver the workshops or sharing for secondary school students
  • Facilitate discussion between students
  • Write reflection journal upon completion of the project.




  • 25 September - 31 October 2023
  • Monday to Friday, 9am to 6pm
  • Irregular working days, field-work may be involved




AIA Office (Address: 21/F Lee Gardens Two, 28 Yun Ping Road, Hong Kong) and participating secondary schools




PGDE (full-time) students of all majors who meet the following criteria:


  • Preferably with prior experience in finance and economics
  • Driven mindset with responsibility
  • Enthusiastic and passionate in teaching, sharing and speaking
  • Professional manner and attitude
  • Good interpersonal skill
  • Understand Cantonese or Mandarin.


Application Deadline and Procedure


11:59pm, 28 August 2023


  • Complete the application form at HKU Moodle (Part 1) AND
  • Upload the following documents to the respective project folder at HKU Moodle (Part 2) (Please combine all documents into one Word/PDF file)
    1. A personal statement (of not more than 200 words) explaining why you would like to join this EL project
    2. Your CV.
  • Shortlisted students may be invited to attend an interview and an aptitude test arranged by AIA Hong Kong (details to be confirmed).


Project Keywords


Financial Education, Life Planning, Communication, Coaching





Gifford Chen, Senior Unit Manager (AIA Hong Kong) [Email: [javascript protected email address]]