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Continuing Education Events
HKSFA is recognised by The Securities and Futures Commission as an institution for providing Continuous Professional Training (CPT). Our Continuing Education events are qualified for CPT hours.  HKSFA is a CFA Institute Approved-Provider and can determine which activities HKSFA organises to be qualified for continuing education credits for the CFA Institute Continuing Education Programme. HKSFA has also participated in the CFA Societies Global Passport Program which allows society members to enjoy local society member rate at selected events of the participating societies around the globe.  Selected events will be marked with the CFA Societies Global Passport Program logo.

HKSFA has been organising continuing education events since 1993. It is our tradition to invite prestigious speakers including senior management in the government, financial agencies and corporations, and many others to guide us through the latest development in the industry which is helpful to the financial analysts in Hong Kong. We welcome you to join our upcoming events below and share your thoughts.
 
Click the date for details of the appropriate event, and click here for information of typhoon and black rainstorm arrangement.


 
List of Events
20-Apr-2013   09:30 a.m. - 12:15 p.m. [Completed]      
  HKSFA Private Wealth Seminar (Event Code: 130420S)
Guest(s) / Speaker(s) : Mr. Francis Liu, Regional Market Manager, Hong Kong, UBS Wealth Management
Mr. Timothy Lo, Managing Director, CIC Investor Services Limited
Mr. Alan Luk, Head of Private Banking & Trust Services, Hang Seng Bank


11-Apr-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  A New View of Financial Risk: What Officers Should Know to Minimize Risk? (Event Code: 130411LU)
Guest(s) / Speaker(s) : Mr. Raymond Yuen, Wai Pong, B.Soc.Sc.(First Hon.), MBA, FCPA, CFA, MHKSI

18-Mar-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  New Trends and Opportunities for Offshore PE Funds’ Integration into China Market (Event Code: 130318LU)
Guest(s) / Speaker(s) : Mr. Wantao Yang, Partner of Zhong Lun Law Firm

08-Mar-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  (Revised) Creating Sustainable Value (Event Code: 130308LU)
Guest(s) / Speaker(s) : Mr. James Pearson, CEO, Pacific Risk Advisors

06-Mar-2013   09:00 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series: M&A Deal Structuring & Merger Modeling Basics (Event Code: 130306W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA,President, Wall St. Training
(www.wallst-training.com)


05-Mar-2013   09:00 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series: VC Investing: Private Company Valuation & Participating Preferred Securities Waterfall Modeling (Event Code: 130305W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA,President, Wall St. Training
(www.wallst-training.com)


04-Mar-2013   09:00 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series: Advanced Financial Modeling – Core Model (Event Code: 130304W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA,President, Wall St. Training
(www.wallst-training.com)


02-Feb-2013   09:15 a.m. - 12:00 noon [Completed]      
  Global Investment Performance Standards (GIPS Standards) (Event Code: 130202S)
Guest(s) / Speaker(s) : Ms. Annie Lo, CFA , Director, Global Investment Performance Standards, CFA Institute
Mr. Richard Kemmling, CPA , Partner & President, Ashland Partners & Co. LLP
Mr. Yoh Kuwabara, Principal, Uroboros Performance Consulting LLC


24-Jan-2013   12:15 p.m. - 1:30 p.m. [Completed] [Full]      
  Conducting Effective Due Diligence in Asia: Lessons Learned (Event Code: 130124LU)
Guest(s) / Speaker(s) : Mr. Stuart Witchell, Senior Managing Director, Global Risk and Investigations Practice, FTI Consulting

19-Jan-2013   09:15 a.m. - 12:00 noon [Completed]      
  Corporate Governance (Event Code: 130119S)
Guest(s) / Speaker(s) : Mr. Lee Kha Loon, CFA
Senior Policy Director, Standards and Financial Market Integrity, Asia Pacific
CFA Institute
Ms. Jennifer Lee
Director, Corporate Finance Division
Securities and Futures Commission
Mr. Joseph Choi
Senior Manager, Listing Division
Hong Kong Exchanges and Clearing Limited