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Continuing Education Events |
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_d190702.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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| Is HK a battlefield of US-China trade war? (Event Code: 190923LU-CEX) Guest(s) / Speaker(s) : Mr. Xu Sitao Chief Economist, Partner Deloitte China |
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| E of ESG Series: Incorporating ESG into Real Estate Sector- with actual investment case (Event Code: 190830LU-CEX) Guest(s) / Speaker(s) : Mr. John Welling Associate Director, Equity Indices S&P Dow Jones Indices |
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| [CANCELLED] VIP Speaker Series: Investing Through Booms & Busts - An Unconventional Approach (Event Code: 190829S-CEX) Guest(s) / Speaker(s) : Mr. Vikram Mansharamani, PhD Founder & President Kelan Advisors, LLC |
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| [TO BE RESCHEDULED] Private Wealth Seminar - Would robo advisor replace wealth managers? (Event Code: 190822S-CEX) Guest(s) / Speaker(s) : Mr. John McCareins, CAIA, CIMA Managing Executive, Head of Asia Pacific, Asset Management The Northern Trust Company Dr. Yiqiu Ha, Ph.D. Founder/CEO, Bitex Limited Managing Director, Avalok Capital Limited Mr. Christopher Ryan Chief Executive Officer Axial Partners Ltd |
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| Financial Shenanigans Workshop – Learn the Tricks of the Trade (Event Code: 190813W-CEX) Guest(s) / Speaker(s) : Ms. Louise Cheung, CPA, CFA |
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| VIP Speaker Series: Financial Life Planning and A Golden Civilization (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 |
