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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.


 
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List of Events
13-Dec-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  MiFID 2: The Evolving European Landscape & Its Impact (Event Code: 171213LU)
Guest(s) / Speaker(s) : Mr. Roland De Marsangy
Head of Business Development, Asia-Pacific
Liquidnet


07-Dec-2017   12:15 p.m. - 1:30 p.m.      
  Reading VIX® (Event Code: 171207LU)
Guest(s) / Speaker(s) : Tim Edwards, Ph.D
Senior Director of Index Investment Strategy
S&P Dow Jones Indices


28-Nov-2017   12:15 p.m. - 1:30 p.m.      
  Corporate Governance: An Asset Manager's Perspective (Event Code: 171128LU)
Guest(s) / Speaker(s) : Ms. Josina Kamerling
Head of Regulatory Outreach, EMEA
CFA Institute


18-Oct-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - M&A Deal Structuring & Merger Modelling Techniques (Event Code: 171018W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


17-Oct-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Corporate Valuation Methodologies & Valuation Modelling (Event Code: 171017W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


16-Oct-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Financial Modelling – Core Model (Event Code: 171016W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


19-Sep-2017   7:00 p.m. - 8:30 p.m. [Full] [Waiting List]      
  HKSFA, CFA Institute, ACCA Discussion Forum: Corporation Valuation of Environmental, Social and Corporate Governance (ESG) by Investors (Event Code: 170919S)
Guest(s) / Speaker(s) : Panel Speakers:
Ir Albert Lai
CEO, Carbon Care Asia
Mr Derek Mok, CFA
Vice President, The Hong Kong Society of Financial Analysts
Chief Investment Officer, Fubon Convoy Asset Management (HK) Ltd
Dr. Calvin Lee Kwan
General Manager – Sustainability at Link Asset Management Limited
Moderator:
Mr Alan Lok, CFA
Director, Society Advocacy Engagement, Asia Pacific, CFA Institute


01-Sep-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  The Future For Asian Fixed Income (Event Code: 170901LU)
Guest(s) / Speaker(s) : Mr. Dilip Parameswaran, CFA
Founder and Head of Asia Investment Advisors Limited


30-Aug-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Using risk models to analyze recent market events and deliver actionable insight (Event Code: 170830LU)
Guest(s) / Speaker(s) : Mr. Joel Coverdale, CFA
Managing Director, Asia Pacific for Axioma Inc.


25-Aug-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  The Art & Science of Successful Investing (Event Code: 170825LU)
Guest(s) / Speaker(s) : Prof. Philip S. Cheng


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