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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.
 
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
23-Sep-2019   12:15 p.m. - 1:30 p.m.      
  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


30-Aug-2019   12:15 p.m. - 1:30 p.m.      
  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


29-Aug-2019   7:00 p.m. - 8:30 p.m.      
  [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


22-Aug-2019   7:00 p.m. - 8:30 p.m.      
  [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


13-Aug-2019   12:30 p.m. - 2:30 p.m. [Completed]      
  Financial Shenanigans Workshop – Learn the Tricks of the Trade (Event Code: 190813W-CEX)
Guest(s) / Speaker(s) : Ms. Louise Cheung, CPA, CFA

29-Jul-2019   6:45 p.m. - 9:00 p.m.      
  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


23-Jul-2019   12:15 p.m. - 1:30 p.m. [Completed]      
  Is the Big Cycle Turning? (Event Code: 190723LU-CEX)
Guest(s) / Speaker(s) : Mr. Ron William, CFTe
Founder of RWA


25-Jun-2019   7:00 p.m. - 8:30 p.m. [Completed]      
  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


12-Jun-2019   3:00 p.m. - 5:45 p.m. [Full]      
  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


28-May-2019   1:30 p.m. - 4:30 p.m. [Completed]      
  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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