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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.


 
List of Events
16-Oct-2019   7:30 p.m. - 9:20 p.m. [Full] [Waiting List]      
  Hong Kong Ethics Film Festival 2019 - "Do you trust this computer?" (Event Code: 191016S-CEX)
Guest(s) / Speaker(s) : Facilitator for Post-screen Discussion :
Alan Lok, CFA, FRM
Director, Ethics Education & Professional Standards, Asia Pacific
CFA Institute


03-Oct-2019   09:30 a.m. - 5:30 p.m.      
  Credit Analysis Workshop (Event Code: 191003W-CEX)
Guest(s) / Speaker(s) : Dr. Ronald Chung
Instructor - APAC
AMT Training


26-Sep-2019   6:30 p.m. - 8:30 p.m. [Full] [Waiting List]      
  Asset Owner Series 2019 - Investment Perspectives of Family Offices in US vs Asia (Event Code: 190926S-CEX)
Guest(s) / Speaker(s) : Speakers:
Mr. KO Chia
Director
Grace Financial
Ms. Cathy Dong
Director
Cayn Family Capital
Mr. Nithin Johnson
Director and Family Member
Arcbridge Capital
Mr. John McCareins, CAIA, CIMA
Managing Executive & Head of Asia Pacific
Northern Trust Asset Mgmt
Mr. Li Zhang
Founder and Chairman
Righteous Capital
Moderator:
Ms. Danye Wang
Founder and Managing Partner
UniGlobe Capital


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


17-Sep-2019   7:15 p.m. - 8:15 p.m.      
  Ethical Decision-Making Workshop for Finance Professionals (Event Code: 190917W-CEX)
Guest(s) / Speaker(s) : Mr. Franki Chung, CFA
Vice President
HKSFA
Mr. Richard McGillivray
Director, Institutional Partnership, Asia Pacific
CFA Institute


10-Sep-2019   7:00 p.m. - 8:30 p.m.      
  [TO BE RESCHEDULED] Money Laundering - Now and The "Good" Old Days (Event Code: 190910S-CEX)
Guest(s) / Speaker(s) : Speakers:
Mr. Will Giles
Partner, Hart Giles
Mr. Bruce Aitken
Author, Speaker at Speakers Connect
Moderator:
Mr. Alvin Ho, CFA
Managing Director, Allivision Partners Limited


30-Aug-2019   12:15 p.m. - 1:30 p.m. [Completed]      
  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