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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.

List of Events
19-Sep-2017   7:00 p.m. - 8:30 p.m. [Full] [Waiting List]      
  HKSFA, CFA Institute, ACCA Discussion Forum: Corporation Valuation of Environmental, Social and Corporate Governance (ESG) by Investors (Event Code: 170919S)
Guest(s) / Speaker(s) : Panel Speakers:
Ir Albert Lai
CEO, Carbon Care Asia
Mr Derek Mok, CFA
Vice President, The Hong Kong Society of Financial Analysts
Chief Investment Officer, Fubon Convoy Asset Management (HK) Ltd
Dr. Calvin Lee Kwan
General Manager – Sustainability at Link Asset Management Limited
Mr Alan Lok, CFA
Director, Society Advocacy Engagement, Asia Pacific, CFA Institute

01-Sep-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  The Future For Asian Fixed Income (Event Code: 170901LU)
Guest(s) / Speaker(s) : Mr. Dilip Parameswaran, CFA
Founder and Head of Asia Investment Advisors Limited

30-Aug-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Using risk models to analyze recent market events and deliver actionable insight (Event Code: 170830LU)
Guest(s) / Speaker(s) : Mr. Joel Coverdale, CFA
Managing Director, Asia Pacific for Axioma Inc.

25-Aug-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  The Art & Science of Successful Investing (Event Code: 170825LU)
Guest(s) / Speaker(s) : Prof. Philip S. Cheng

26-Jul-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Real Estate Joint Ventures: Waterfall Structures, Developer Promote, IRR Lookback, Clawback and Catchup (Event Code: 170726LU)
Guest(s) / Speaker(s) : Mr. Scott D. Peterman, CFA
Partner, Orrick, Herrington & Sutcliffe

05-Jul-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Bond Connect: Look closer to another wave of HK-Mainland Collaboration (Event Code: 170705LU)
Guest(s) / Speaker(s) : Mr. Archie Ying Kei Ng
Senior Manager of External Division
Hong Kong Monetary Authority
Dr. Jimmy Jim, CFA
Co-Head of Global Markets Department
ICBC (Asia) Limited

27-Jun-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Family Offices - How to make your money and keep it for generations (Event Code: 170627LU)
Guest(s) / Speaker(s) : Mr. Anthony Chan
CEO, Isola Capital Group

17-Jun-2017   08:15 a.m. - 1:00 p.m. [Completed]      
  Intermediate Investment Analytics & Data Visualization with R - Module 5 (Event Code: 170617W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia

16-Jun-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Money and asset prices: theory and practice (Event Code: 170616LU)
Guest(s) / Speaker(s) : Ms. Diana Choyleva
Chief Economist
Enodo Economics

14-Jun-2017   7:00 p.m. - 8:30 p.m. [Completed]      
  FinTech Event : The Winning Formula in Mobile Payment (Event Code: 170614S)
Guest(s) / Speaker(s) : Mr. Janos Barberis
Fintech HK

Mr. David Rosa
Founder and CEO

Mr. Ken Chew
Managing Director
Consumer Finance
Consumer Banking Group and Wealth Management
DBS Bank (Hong Kong) Limited

Mr. Brian Lam
Senior Manager
Fintech Facilitation Office
Hong Kong Monetary Authority