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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
14-May-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  RMB Qualified Foreign Institutional Investor (RQFII): A new era of cross-border investment (Event Code: 130514LU)
Guest(s) / Speaker(s) : Mrs. Florence Yip, Tax Leader, Asset Management Group, Asia Pacific, PricewaterhouseCoopers Limited
Ms. Josephine Kwan, Partner, Hong Kong Financial Services Assurance, PricewaterhouseCoopers Limited

25-Apr-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  Risk management, Are you ready for the next financial crisis? (Event Code: 130425LU)
Guest(s) / Speaker(s) : Mr. Tony Leung, CFA, CIPM, Head of Risk Management and Infrastructure, CITIC Securities International Company Limited

23-Apr-2013   4:00 p.m. - 5:45 p.m. [Completed]      
  Global Investment Performance Standards (GIPS) Workshop Series – Initial steps in preparing your firm to be GIPS compliant (FREE EVENT) (Event Code: )
Guest(s) / Speaker(s) : Mr. Stephen Campbell, Director of KPMG Australia, Vice-Chair of the Financial Services Council P Group Operating Committee, Country Sponsor of the GIPS in Australia

20-Apr-2013   09:30 a.m. - 12:15 p.m. [Completed]      
  HKSFA Private Wealth Seminar (Event Code: 130420S)
Guest(s) / Speaker(s) : Mr. Francis Liu, Regional Market Manager, Hong Kong, UBS Wealth Management
Mr. Timothy Lo, Managing Director, CIC Investor Services Limited
Mr. Alan Luk, Head of Private Banking & Trust Services, Hang Seng Bank

11-Apr-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  A New View of Financial Risk: What Officers Should Know to Minimize Risk? (Event Code: 130411LU)
Guest(s) / Speaker(s) : Mr. Raymond Yuen, Wai Pong, B.Soc.Sc.(First Hon.), MBA, FCPA, CFA, MHKSI

18-Mar-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  New Trends and Opportunities for Offshore PE Funds’ Integration into China Market (Event Code: 130318LU)
Guest(s) / Speaker(s) : Mr. Wantao Yang, Partner of Zhong Lun Law Firm

08-Mar-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  (Revised) Creating Sustainable Value (Event Code: 130308LU)
Guest(s) / Speaker(s) : Mr. James Pearson, CEO, Pacific Risk Advisors

06-Mar-2013   09:00 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series: M&A Deal Structuring & Merger Modeling Basics (Event Code: 130306W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA,President, Wall St. Training

05-Mar-2013   09:00 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series: VC Investing: Private Company Valuation & Participating Preferred Securities Waterfall Modeling (Event Code: 130305W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA,President, Wall St. Training

04-Mar-2013   09:00 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series: Advanced Financial Modeling – Core Model (Event Code: 130304W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA,President, Wall St. Training