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VIP Speaker Series: Financial Life Planning and A Golden Civilization Event Code: 190729S-CEX
Date 29-Jul-2019
Time 6:45 p.m. - 9:00 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. George Kinder
The Kinder Institute of Life Planning
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$150.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 0 CPT hour(s)
Remarks CFA Societies Global Passport Program Eligible 
- This event is NOT eligible for CPT hours.
- Snacks and soft drinks will be provided.
- Participants would have the opportunities of getting a complimentary copy of Mr. George Kinder's newest book “A Golden Civilization and the Map of Mindfulness”.

- Only Visa and Master Card are accepted for online payment.
- An additional administrative charge of HK$50 will be charged for participant who registers on the event day, please send email to for registration, then a payment link will be sent to you. 
HK$50 walk-in surchagre is imposed on all fees listed.
- To cope with the growing trend of going cashless,
cash payment is not accepted.  Please ensure the online payment is successfully completed, otherwise the registration may not be processed.

Event Details Add to Calendar

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Financial Life Planning and A Golden Civilization

Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their financial lives. Hear the “father of life planning", George Kinder, through lecture and experiential exercise, describe how Life Planning delivers an exhilarating and meaningful experience for the client. He’ll discuss Life Planning’s five phase EVOKE® process and its roots in mindfulness, deep listening, and communication skills to uncover clients’ dreams of freedom, and then deliver them. He will close on themes of his latest book, A Golden Civilization and the Map of Mindfulness, including new approaches to economics and democracy and the role financial planners will play.


Learning Objectives:

  • Demonstrate the inner listening mindfulness skills required for mastery of all client listening skills.
  • Identify the three phases of initial client meetings that develop relationships of trust.
  • Describe precise techniques to pinpoint clients most cherished goals.
  • Explain how to help clients move from trust to inspired action on their financial plan.
  • Apply both active and inner listening skills throughout an engagement.

A Golden Civilization Conversation with George Kinder

Bring your wildest ideas and most personal values to a conversation about the future. You're invited to a conversation and visioning exercise facilitated by George Kinder, internationally-recognized thought leader and father of the financial Life Planning movement. Imagine a thousand generations into the future there is a Golden Civilization. What does it look like? Feel like? How do people communicate and govern themselves? What does the economy look like? And what can we each do to move towards it right now? Inspired by his latest book, A Golden Civilization and the Map of Mindfulness, these structured conversations are held with groups globally and represent the beginning of a grassroots movement. The conversations are designed to move us through much of the turmoil we find ourselves in by creating a positive vision of civilization’s future and action steps to accomplish it in short order. Visit for more information. 


6:45 - 7:00    Registration & Networking

7:00 - 8:00    Presentation & Q/A

8:00 - 9:00    A Golden Civilization Conversation with George Kinder (Optional Session)

About the Speaker

Mr. George Kinder
The Kinder Institute of Life Planning

Internationally recognized as the father of the Life Planning movement, Mr. George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning. He founded the Kinder Institute of Life Planning after 30 years as a practicing tax adviser and financial planner. He has written six books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, one on mindfulness, and an illuminated manuscript of photography and poetry. In his new book, A Golden Civilization and the Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of freedom everywhere.

Rating - General

Material presented will be basic and of interest to a general audience having no background in the area. 

CFA Societies Global Passport Program

HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at to register.  

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