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The Hong Kong Society of Financial Analysts Limited (HKSFA) is a non-profit organisation founded in 1992 by a group of CFA charterholders in Hong Kong.  The Society has 6,454 members (as of 30 Nov 2018) and is one of the largest member societies of CFA Institute which has more than 150,000 members in 165+ countries/territories.  The Society is mostly run by member volunteers with the support of a team of professional staff.

HKSFA shares the mission of CFA Institute in raising professional and ethical standard of financial analysts and investment practitioners through our continuing education events and advocacy effort.  In addition to promoting the CFA designation in Hong Kong, the Society aims to provide a forum for our members, CFA Institute, other investment practitioners and regulators.

The HKSFA has won the
Most Outstanding Society Award (societies with over 1,000 members) in the 2014 Society Excellence Awards Programme, administered by the CFA Institute. It recognises CFA Institute member societies who excel in the areas of Education, Engagement, Ethics, and Enablers (the 4 “E”s), across the board excellence. The programme honoured five societies for their overall excellence with the Most Outstanding Society Award; segmented by society membership size. The Award affirms the Society's relentless efforts to serve its members and the greater benefits of the local community.

Please click
here for the HKSFA Leaflet.

Articles of Association of HKSFA is now available for download.

Recognised Institution

HKSFA is recognised by The Securities and Futures Commission as an institution for providing Continuous Professional Training.  Continuing Education programmes and seminars organised by HKSFA are qualified for CPT hours.

CFA Designation as Recognised Industry Qualification

The SFC recognises the Chartered Financial Analysts (CFA) designation as industry qualification for the licensing of Responsible Officers.