Personal profile
Personal profile
Dr. Tan is an Associate Professor in the Department of Social Sciences and Policy Studies. He is the Programme Leader of Master of Arts in Personal Finance Education. He holds a Bachelor of Science in Atmospheric Science from Nanjing University and a Ph.D. in finance from the Sun Yat-sen University in Guangzhou, China.
His research interests focus on Household finance, Financial education, and Sustainable Finance. His research papers have been published in the international peer-reviewed journals such as Journal of Financial Economics, Management Science, Production and Operations Management, Journal of Business Ethics, Journal of Corporate Finance, Business and Society, and Journal of Banking and Finance.
He has extensive experience in providing consultancy service to the industrial enterprises. He has received the Faculty Teaching Award (Group Award) 2022/23 and Research Output Award of Dean’s Research Fund 2021/22. He also won the Bronze Award of Investor and Financial Education Award (Teacher Division) 2022 from the Hong Kong Investor and Financial Education Council. On behalf of EdUHK, Dr. Tan and the team won the Gold Award of Financial Education and ESG Leadership Award 2022 from the Institute of Financial Planners of Hong Kong.
Research interests
Professional information
Teaching Interests
Personal Finance, Financial Technology (FinTech), ESG investment
External Appointments
- Scholar, Hong Kong Institute for Monetary and Financial Research (HKIMR), December 2021 - May 2022
- 廣東省高層次人才評審專家庫 專家
- Topic Editor, Journal of Risk and Financial Management (ISSN: 1911-8074)
- Editorial board, The Asian Journal of Sustainability and Social Responsibility (ISSN: 2365-6417)
Expertise related to UN Sustainable Development Goals
In 2015, UN member states agreed to 17 global Sustainable Development Goals (SDGs) to end poverty, protect the planet and ensure prosperity for all. This person’s work contributes towards the following SDG(s):
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SDG 1 No Poverty -
SDG 3 Good Health and Well-being -
SDG 4 Quality Education -
SDG 5 Gender Equality -
SDG 8 Decent Work and Economic Growth -
SDG 10 Reduced Inequalities -
SDG 13 Climate Action -
SDG 17 Partnerships for the Goals
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Collaborations and top research areas from the last five years
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Talent Needs for Hong Kong-Greater Bay Area Industrial Chain Integration
TAN, W. (PI)
01/06/25 → 03/09/27
Project: Research project
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Green Finance and ESG investment Education Forum
TAN, W. (PI)
15/10/24 → 30/06/25
Project: Research project
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Financial Literacy Education and Poverty Alleviation Symposium
TAN, W. (PI)
29/09/22 → 30/06/23
Project: Research project
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Limited Attention and Asset Mispricing: Models and Empirical Research
TAN, W. (PI)
01/11/21 → 30/09/22
Project: Research project
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Climate risk and firm environmental accountability: Evidence for energy transition policy
BENKRAIEM, R., TAN, W. & WU, L., 2026, In: Energy Policy. 215, 115292.Research output: Contribution to journal › Articles › peer-review
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Review of research on digital financial literacy: Measurement, causes, and impact
TAN, W., ZHANG, W. & ZHANG, X., May 2026, (E-pub ahead of print) In: Journal of Economic Surveys.Research output: Contribution to journal › Articles › peer-review
Open Access -
Social trust and management appointment in family firms
TAN, W., XIE, W. & ZHANG, H., Jan 2026, In: Research in International Business and Finance. 81, 103179.Research output: Contribution to journal › Articles › peer-review
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Addressing CSR red flags as a strategic response to economic policy uncertainty
DAI, Y., TAN, W. & YAO, D. T., Sept 2025, In: Accounting & Finance. 65, p. 2778-2804Research output: Contribution to journal › Articles › peer-review
Open Access2 Link opens in a new tab Citations (Scopus) -
Can parental financial literacy enhance children's higher education opportunities?
LEE, C. K. J., TAN, W. & ZHAO, Z., Jan 2025, In: International Review of Financial Analysis. 97, 103798.Research output: Contribution to journal › Articles › peer-review
2 Link opens in a new tab Citations (Scopus)
Prizes
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Corporate Financial Education and ESG Leadership Gold Award 2024
TAN, W. (Recipient), 26 Nov 2024
Prize: Prizes / Awards
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Investor and Financial Education Award (Teacher Division) – Bronze Award 投資者及理財教育獎（教師團體組） – 銅獎
TAN, W. (Recipient), YU, W. M. C. (Recipient), LAW, K. F. E. (Recipient) & LEE, K. W. (Recipient), 07 Mar 2025
Prize: Prizes / Awards
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Investor and Financial Education Award (Teacher Division) – Bronze Award 投資者及理財教育獎（教師組） – 銅獎
TAN, W. (Recipient), 29 Nov 2022
Prize: Prizes / Awards
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Research Output Prize (ROP) of Dean’s Research Fund 2021/22
TAN, W. (Recipient), 23 Jun 2022
Prize: Prizes / Awards
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Semifinalist of Best Paper Awards at the 2021 Financial Management Association (FMA) Annual Meeting
TAN, W. (Recipient), 07 Sept 2021
Prize: Prizes / Awards