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


26-Jul-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Real Estate Joint Ventures: Waterfall Structures, Developer Promote, IRR Lookback, Clawback and Catchup (Event Code: 170726LU)
Guest(s) / Speaker(s) : Mr. Scott D. Peterman, CFA
Partner, Orrick, Herrington & Sutcliffe


05-Jul-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Bond Connect: Look closer to another wave of HK-Mainland Collaboration (Event Code: 170705LU)
Guest(s) / Speaker(s) : Mr. Archie Ying Kei Ng
Senior Manager of External Division
Hong Kong Monetary Authority
Dr. Jimmy Jim, CFA
Co-Head of Global Markets Department
ICBC (Asia) Limited


27-Jun-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Family Offices - How to make your money and keep it for generations (Event Code: 170627LU)
Guest(s) / Speaker(s) : Mr. Anthony Chan
CEO, Isola Capital Group


17-Jun-2017   08:15 a.m. - 1:00 p.m. [Completed]      
  Intermediate Investment Analytics & Data Visualization with R - Module 5 (Event Code: 170617W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia


16-Jun-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Money and asset prices: theory and practice (Event Code: 170616LU)
Guest(s) / Speaker(s) : Ms. Diana Choyleva
Chief Economist
Enodo Economics


14-Jun-2017   7:00 p.m. - 8:30 p.m. [Completed]      
  FinTech Event : The Winning Formula in Mobile Payment (Event Code: 170614S)
Guest(s) / Speaker(s) : Mr. Janos Barberis
Founder
Fintech HK

Mr. David Rosa
Founder and CEO
Neat

Mr. Ken Chew
Managing Director
Consumer Finance
Consumer Banking Group and Wealth Management
DBS Bank (Hong Kong) Limited

Mr. Brian Lam
Senior Manager
Fintech Facilitation Office
Hong Kong Monetary Authority


10-Jun-2017   08:15 a.m. - 1:00 p.m. [Completed]      
  Intermediate Investment Analytics & Data Visualization with R - Module 4 (Event Code: 170610W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia


08-Jun-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  How to Value Any Company in the World (Event Code: 170608LU)
Guest(s) / Speaker(s) : Dr. Andrew Stotz, PhD, CFA
Award-winning Financial Analyst


05-Jun-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  China’s Capital Markets: Navigating the Road Ahead (Event Code: 170605LU)
Guest(s) / Speaker(s) : Mr. Mark Austen
CEO
Asia Securities Industry & Financial Markets Association (ASIFMA)


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