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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.

Active Participants Award Scheme

Coupons for Continuing Education luncheon or half-day seminar will be awarded to members who have attended the HKSFA functions and obtained at least 20 CPT hours within each fiscal year (July - June). The top three participants of these members will also be invited to join the HKSFA Annual Award Dinner and presented with a recognition certificate and a small gift.
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
28-Aug-2020   12:30 p.m. - 1:30 p.m.      
  [Webinar] Employee, shareholder and banking/email fraud - Why it happens, and how to stop it. (Event Code: 200828LU-CEX)
Guest(s) / Speaker(s) : Mr. Kevin Bowers

25-Aug-2020   11:00 a.m. - 12:30 p.m.      
  [Webinar] Financial Modeling Best Practices (Event Code: 200825LU-CEX)
Guest(s) / Speaker(s) : Mr. Ian Schnoor, CFA
Principal and Founder
The Marquee Group

Executive Director
Financial Modeling Institute

21-Aug-2020   12:30 p.m. - 1:30 p.m.      
  [Webinar] Viral Impact on Asia Private Equity (Event Code: 200821LU-CEX)
Guest(s) / Speaker(s) : Ms. Kathleen Ng
The Centre for Asia Private Equity Research Ltd (APER)

11-Aug-2020   7:00 p.m. - 8:00 p.m.      
  [Webinar] Sector Analysis Research Series - REIT as an Asset Class from the Investor Perspective (Event Code: 200811S-CEX)
Guest(s) / Speaker(s) : Ms. Eunice Chu, FCCA
Mr. Victor S Yeung, CFA, MRICS
Ms. Luna Fong

15-Jul-2020   12:30 p.m. - 1:30 p.m.      
  [Webinar] S of ESG Series: What is the investor role in combating human trafficking? (Event Code: 200715G1-ESG)
Guest(s) / Speaker(s) : Mr. Matt Friedman
The Mekong Club

09-Jul-2020   12:30 p.m. - 1:30 p.m.      
  [Webinar] Listco 101: how to tackle queries from short sellers, auditors and regulators [Closed for Registration] (Event Code: 200709LU-CEX)
Guest(s) / Speaker(s) : Mr. Barry Tong, CFE, CPA, MBA, SD (Insolvency)
Partner of Advisory Services
Grant Thornton Hong Kong Limited
MC by Mr. Alvin Ho
Allivision Partners Ltd

30-Jun-2020   12:30 p.m. - 1:30 p.m.      
  [Webinar] Is gold still a safe haven for investors amid the pandemic? [Closed for Registration] (Event Code: 200630LU-CEX)
Guest(s) / Speaker(s) : Mr. Joshua Rotbart
Founder and Managing Partner
J. Rotbart & Co

13-May-2020 - 14-May-2020   09:30 a.m. - 5:30 p.m.      
  [CANCELLED] Virtual Classroom - Asset Allocation and Portfolio Management [2 Days] (Event Code: 200513W)
Guest(s) / Speaker(s) : Dr. Ronald Chung
Instructor - APAC
AMT Training

05-May-2020   12:30 p.m. - 1:30 p.m. [Completed]      
  Webinar - ESG Disclosure in Asia - Key findings from HK listed companies (Event Code: 200505S-CEX)
Guest(s) / Speaker(s) : Speakers:
Piotr Zembrowski, CFA
Manager, Advocacy Research and Content, APAC
CFA Institute
Ricky Cheng
Director, Head of Risk Advisory
Dr. Artie Ng
Deputy Director
International Associate
Centre for Social and Environmental Accounting Research (CSEAR)

02-Apr-2020   12:15 p.m. - 1:30 p.m.      
  [TO BE RESCHEDULED] The World of Physical Gold (Event Code: 200402LU-CEX)
Guest(s) / Speaker(s) : Mr. Joshua Rotbart
Founder and Managing Partner
J. Rotbart & Co

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