Continuing Education Events | CFA Institute Research Challenge Hong Kong Local Final 2018 - 19 | Networking Events | Social Events | Career Development | Free Events | Event Calendar | HKSFA Best Research Report Competition | HKSFA-HKEX Portfolio Management Competition 2017 | Congratulations to the top 5 University Teams in Hong Kong Final 2018-19 of CFA Institute Research Challenge! | Adverse Weather Policy
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Continuing Education Events |
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_d190614(1).png) 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
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| VIP Speaker Series: Financial Life Planning and A Golden Civilization By Mr. George Kinder (Event Code: 190729S-CEX) Guest(s) / Speaker(s) : Mr. George Kinder The Kinder Institute of Life Planning |
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| Is the Big Cycle Turning? (Event Code: 190723LU-CEX) Guest(s) / Speaker(s) : Mr. Ron William, CFTe Founder of RWA |
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| What’s Trending? Trends in Family Office Investments & Fund Structures – A Presentation by Northern Trust, including a special fireside chat with Maples Group (Event Code: 190625S) Guest(s) / Speaker(s) : Mr. John McCareins, CAIA, CIMA Managing Executive, Head of Asia Pacific, Asset Management The Northern Trust Company Ms. Caroline Higgins Senior Vice President, Head of Global Fund Services, Asia The Northern Trust Company Ms. Michelle Lloyd Partner Maples Group |
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| ESG Forum by PRI, CFA Institute and HKSFA ESG Integration Across Asia Pacific: Risk Management, Client Demand and Regulation (Event Code: 190612S) Guest(s) / Speaker(s) : Keynote Speaker: Mr. Ashley Alder, Chief Executive Officer, Securities and Futures Commission Speakers Ms. Mary Leung, CFA, Head, Advocacy, Asia Pacific, CFA Institute Ms. Sammie Leung, CPA, Partner, PwC Hong Kong Mr. Matthew Orsagh, CFA, Director, Capital Markets Policy, CFA Institute Moderator and Panelists: Ms. Hannah Routh, Partner, Deloitte (Moderator) Mr. Kim Chong, Head, Risk Management & Compliance, HKMA Ms. Mary Leung, CFA, Head, Advocacy, Asia Pacific, CFA Institute Mr. Ronnie Lim, Senior Engagement Specialist, Asia, Robeco Mr. James Fletcher, CFA, Director, Global Emerging Markets Equities, APG Asset Management Asia |
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| CPT Workshop - Cross-Capital Alpha: Combined Equity/Credit Analysis and Investing (Event Code: 190528W) Guest(s) / Speaker(s) : Mr. Joel Litman, CPA President & CEO, Chief Investment Strategist Valens Research |
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| Promoting Fintech : Which Directions for Hong Kong Regulations and Regulator (Event Code: 190410S) Guest(s) / Speaker(s) : Prof. K.C. Chan (Speaker) Adjunct Professor of Finance, The Hong Kong University of Science and Technology, Senior Advisor, WeLab (Former Secretary for Financial Services and the Treasury, HKSAR) Ms. Michelle Li (Moderator) Head of Research, AMTD Group Ms. Bénédicte Nolens (Panelist) Head of Regulatory Affairs for Asia and Europe & CCO for Asia Circle Mr. Jeffrey Ng, CFA (Panelist) Head of Bank of Banks Ping An OneConnect |
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| ESG Valuation & Climate Risk (Event Code: 190409LU) Guest(s) / Speaker(s) : Prof. Entela Benz-Saliasi Adjunct Associate Professor Department of Finance Hong Kong University of Science and Technology Co-founder of Ipsum Opus Limited, Hong Kong PhD in Financial Engineering, Swiss Finance Institute |
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| HKSFA-HSUHK-IFTA FinTech & Blockchain Series - The New ABCD of Smart City (Event Code: 190328W) Guest(s) / Speaker(s) : Mr Emil Chan Honorary Guest Lecturer & Fintech and Blockchain Committee, HSUHK-EDC Chairman of Fintech Committee, Smart City Consortium CEO, Starthub Holding Ltd |
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| Understanding the Equity Investment Process (Event Code: 190320LU) Guest(s) / Speaker(s) : Mr. Richard Goldman Head of Market Development, Investment and Advisory, Asia Refinitiv |
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| New Valuation Guidelines: How Will Your Valuation Process Need to Change to Meet Investor Needs? (Event Code: 190315LU) Guest(s) / Speaker(s) : Mr. David Larsen Managing Director, Valuation Services Duff & Phelps |
