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Membership Profile
- Current Membership of HKSFA is
5,090 (as at 14 Jan 2012)
- CFA Charterholder 95%
Membership Types
There are two types of Members in The Hong Kong Society of Financial Analysts: Regular Members and Affiliate Members
Regular Members must meet the following requirements to be considered for membership:
1. Have a bachelor's degree from an accredited academic institution or equivalent education or work experience.
2. Have either :
- Four years of acceptable professional work experience and have passed the Chartered Financial Analyst Examination Level 1
- Four years of acceptable professional work experience and passed a self-administered ethics examination according to a format established and approved by the Board of Governors of CFA Institute.
- Be a CFA Institute current member in good standing.
Affiliate Members must meet the following requirements to be considered for membership:
Have at least one year of acceptable professional work experience. Any Affiliate Member who does not qualify for Regular Membership within five years after commencement of Affiliate Membership shall lose such status as an Affiliate Member.
No person shall become a
Member of the Society unless he/she has signed the Member's agreement, the Member's Professional Conduct Statement
and any additional documentation requested by CFA Institute, which attest, amongst other things, that the Member has carefully read the Code of Ethics and Standards of Professional Conduct
and has agreed to abide by the Code and Standards and has disclosed fully any prior violation
and pending regulatory or other proceedings relating to
his/her conduct.
Membership Application
Application :
Applications can be submitted at your own account page of the CFA
Institute's website. Should you wish to contact CFA Institute, please note
their contact information below :
CFA Institute (Main Office)
560 Ray C. Hunt Drive, P.O. Box 3668,
Charlottesville,
VA 22903-0668, USA.
Tel : (1) (434) 951-5499
Fax : (1) (434) 951-5262
e-mail : info@cfainstitute.org
URL : www.cfainstitute.org
CFA Institute (Asia Pacific Office)
Suite 4905-08, One Exchange Square
8 Connaught Place
Central
Hong Kong
Tel : (852) 8228-8820 / 2868-2700
Fax : (852) 2868-9912
Email : info@cfainstitute.org
URL : www.cfainstitute.org
Other Offices
Please visit CFA Institute's website at
http://www.cfainstitute.org
Application Requirement :
1. Please submit
your membership application via CFA Institute's
website at https://www.cfainstitute.org/cfaprogram/gettingstarted/membership/Pages/index.aspx
2. Sponsors : 2 Sponsors are required :
One CFA Institute Regular Member and the applicant's supervisor, one of which must be a member of the Hong Kong Society. If the supervisor requirement cannot be met because the applicant is the principal of the firm, a student, retired, self-employed, or if providing a supervisor sponsor places the applicant in a difficult professional position, then an additional sponsorship by a Regular Member of CFA Institute is required.
Application Procedures :
1. Update working
experience at your profile and submit the
membership
application online at https://www.cfainstitute.org/cfaprogram/gettingstarted/membership/Pages/index.aspx
2. Send your sponsor link to your sponsors for
submission.
Membership Fees & Payment
1. Initial Joining
Fee: HK$500 (pay directly to HKSFA in Hong Kong).
It is a
one-time fee that new members
have to pay for the first year they join HKSFA.
You may request for a payment link
for online payment by VISA or MASTER
credit card.
2. Annual Dues : US$80 (CFA Institute collects it on behalf of HKSFA,
please
pay it at your own account
page of the CFA
Institute's website).
3. An HKSFA membership must also be a member of
CFA Institute. So our
members must also pay the
Annual Dues of CFA Institute. For the Annual
Dues of CFA Institute, please
refer to the information posted on CFA Institute's
website at www.cfainstitute.org.
To become a member of HKSFA, you have to pay the
Joining Fee as well as Annual Dues when you activate
your membership after your application has been
approved. The fiscal year of HKSFA runs from 1
July to 30 June.
Note :
For membership
reinstatement/re-activation, members are required to
pay full year Annual Dues (US$80) no matter
at which date of the year they reinstate/re-activate their membership.
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