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(FINAL CALL) Complimentary Joint Information Session on the CFA Exam and the career of a CFA Charterholder
From CFA Institute, Society Volunteer and Prep Provider perspectives [Complete]
Event Code: 190716H-CAE
Date 16-Jul-2019
Time 7:00 p.m. - 8:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. David Sanders, CFA
Curriculum Development, APAC, CFA Institute
Dr. Francis Lau, CFA (HKSFA Volunteer)
Dr. Kyle Wong, CFA (Kaplan representative)
Fee Complimentary
CFA Candidate(s) at HK$0.0/person
This seminar is qualified for 0 CPT hour(s), 0 CE hour(s), 0 RBV CPD hour(s)
Remarks -This event is for CFA Dec 2019 Level I Candidates only
-Light refreshment and drinks will be provided.
-To RSVP via the online registration system, please select "Cheque" as the "Payment Method" for receiving an email confirmation with the event detail
- Language: English
Enquiry: / +852 2521 2543

Event Details Are you taking the CFA Level 1 exam in December 2019? Are you interested in knowing what topics are new in the 2019 CFA curriculum? Would you like to know the variety of study assistance available?

Would you like to know more about the value of the CFA Charter in building your career?  Are you curious in learning how CFA Institute develops the curriculum you are hoping to master? 

Did you answer “yes!” to any of these questions?   Then come seize the opportunity to learn more about the above topics. 
HKSFA is pleased to invite Mr. David Sanders, CFA to share his background/experience as an investment professional and his insights on the CFA curriculum in his role as Director, Curriculum Development at CFA Institute. Dr. Francis Lau, CFA, a volunteer in HKSFA’s Candidates Education Committee and Dr. Kyle Wong, CFA, representative from Kaplan will also join the sharing. Please refer to the agenda below in more details.

Event Agenda


Speaker / Moderator

MC open remarks & introduction

7pm – 7:05pm

·    Francis Lau, CFA (HKSFA Volunteer)

The value of the CFA Charter in building one’s career

7:05pm – 7:25pm

·  David Sanders, CFA (from CFA Institute)

·     Francis Lau, CFA

What’s new in the 2019 CFA Curriculum?

7:25pm – 7:55pm

                    ·      David Sanders, CFA

What assistances are available to CFA candidates?


7:55pm - 8:25pm
  • Francis Lau, CFA
  • Kyle Wong, CFA (Kaplan representative)

Q&A, Networking



Speaker Bio:

David Sanders, CFA
Director, Curriculum Development, APAC, CFA Institute

David is a seasoned, multilingual investment professional with 20+ years of experience across geographies, industries, and roles. Prior to joining CFA Institute in Hong Kong in June 2018, David spent over 14 years in the UAE.  Most recently, he was a consultant at Frontier Partners LLP in Dubai, providing consulting services to various clients. Prior to this, David worked at Abu Dhabi SWF related institutions—including serving as Chief Investment Officer at the Abu Dhabi Investment Company for over 7 years.  Prior to this he held roles as Senior Fund Manager at the National Bank of Abu Dhabi, and Senior Analyst at the Abu Dhabi Investment Authority (ADIA).
Prior to moving to the Middle East, David worked in various roles in the Finance Division of Procter & Gamble including roles in Pension Fund Management (based in USA), Asia Treasury (based in Japan), and Forecasting & Analysis (based in Japan). David is a fluent Japanese speaker and has an interest in and aptitude for other languages.
David was awarded his CFA charter in 2006. He holds a Master of Arts in International Relations from The Fletcher School of Law & Diplomacy at Tufts University as well as a Master of Business Administration from Brigham Young University.

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