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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
12-Dec-2019   6:30 p.m. - 9:00 p.m. [Completed]      
  FinTech Outlook, Opportunities & Challenges in the Greater Bay Area (GBA) (Event Code: 191212S-CEX)
Guest(s) / Speaker(s) : Moderator & Panel Speakers:
Mr. Jeffrey Ng, CFA (Moderator)
Head of FinTech Solutions, Ping An OneConnect Bank
Mr. Edmond Lau, CFA
Managing Director, Lingfeng Capital
Ms. Joyce Ng
Managing Director, OurCrowd
Mr. Ken Shih
Head of Sales & Marketing, AQUMON

10-Dec-2019   12:15 p.m. - 1:30 p.m. [Completed]      
  Security Token Offering – What is it? (Event Code: 191210LU-CEX)
Guest(s) / Speaker(s) : Mr. Henry Chong
Fusang Group
Mr. Kevin Ho
Fusang Group

02-Dec-2019   12:15 p.m. - 1:30 p.m. [Completed]      
  G of ESG Series: Corporate Governance in Asia - Theories and Realities (Event Code: 191202LU-CEX)
Guest(s) / Speaker(s) : Mr. Michael Man Yeung CHENG
Head of Government Affairs & Public Relations, Asia Pacific
Invesco Hong Kong Limited
Ms. Rui Nana LI, CFA
Senior Research Analyst
Asian Corporate Governance Association Hong Kong

27-Nov-2019   7:00 p.m. - 8:30 p.m. [Completed]      
  Asian Frontier Markets - The Future Growth Drivers (Event Code: 191127S-CEX)
Guest(s) / Speaker(s) : Mr. Ruchir Desai, CFA
Co-Fund Manager
AFC Asia Frontier Fund

14-Nov-2019   12:15 p.m. - 1:30 p.m.      
  [CANCELLED] The World of Physical Gold (Event Code: 191114LU)
Guest(s) / Speaker(s) : Mr. Joshua Rotbart
Founder and Managing Partner
J. Rotbart & Co

02-Nov-2019   09:00 a.m. - 10:45 a.m.      
  [CANCELLED] VIP Speaker Series: Finance for Normal People: How Investors and Markets Behave (Event Code: 191102S-CEX)
Guest(s) / Speaker(s) : Speaker:
Mr. Meir Statman
Glenn Klimek Professor of Finance, Leavey School of Business
Santa Clara University

24-Oct-2019   7:00 p.m. - 8:30 p.m. [Completed]      
  Value Investing Gathering - Controversies on economic substances of accounting goodwill (Event Code: 191024G1-VIX)
Guest(s) / Speaker(s) : Speakers / Facilitators:
Staff of Standard Setting Department

18-Oct-2019   08:45 a.m. - 5:00 p.m.      
  [CANCELLED] Advanced Financial Analysis Series - M&A Deal Structuring & Merger Modeling Techniques (Event Code: 191018W-CEX)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Founder & CEO
Wall St. Training

17-Oct-2019   7:30 p.m. - 9:20 p.m. [Full] [Waiting List]      
  Hong Kong Ethics Film Festival 2019 - "The truth about killer robots" (Event Code: 191017S-CEX)
Guest(s) / Speaker(s) : Facilitator for Post-screen Discussion :
Alan Lok, CFA, FRM
Director, Ethics Education & Professional Standards, Asia Pacific
CFA Institute

17-Oct-2019   08:45 a.m. - 5:00 p.m.      
  [CANCELLED] Advanced Financial Analysis Series - Corporate Valuation Methodologies & Valuation Modelling (Event Code: 191017W-CEX)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Founder & CEO
Wall St. Training