Experiential Learning

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.

https://www.aia.com.hk/en/premieragency/why-aia.html

Objectives

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.