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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
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

02-Feb-2013   09:15 a.m. - 12:00 noon [Completed]      
  Global Investment Performance Standards (GIPS Standards) (Event Code: 130202S)
Guest(s) / Speaker(s) : Ms. Annie Lo, CFA , Director, Global Investment Performance Standards, CFA Institute
Mr. Richard Kemmling, CPA , Partner & President, Ashland Partners & Co. LLP
Mr. Yoh Kuwabara, Principal, Uroboros Performance Consulting LLC

24-Jan-2013   12:15 p.m. - 1:30 p.m. [Completed] [Full]      
  Conducting Effective Due Diligence in Asia: Lessons Learned (Event Code: 130124LU)
Guest(s) / Speaker(s) : Mr. Stuart Witchell, Senior Managing Director, Global Risk and Investigations Practice, FTI Consulting

19-Jan-2013   09:15 a.m. - 12:00 noon [Completed]      
  Corporate Governance (Event Code: 130119S)
Guest(s) / Speaker(s) : Mr. Lee Kha Loon, CFA
Senior Policy Director, Standards and Financial Market Integrity, Asia Pacific
CFA Institute
Ms. Jennifer Lee
Director, Corporate Finance Division
Securities and Futures Commission
Mr. Joseph Choi
Senior Manager, Listing Division
Hong Kong Exchanges and Clearing Limited

10-Jan-2013   12:15 p.m. - 1:30 p.m. [Completed]      
  The Risks that Securities Analysts Face (Event Code: 130110LU)
Guest(s) / Speaker(s) : Mr. Jeremy Bolland
Independent Securities Research Consultant

10-Dec-2012   12:15 p.m. - 1:30 p.m. [Full]      
  A New Recipe for Dim Sum Bond (Event Code: 121210LU)
Guest(s) / Speaker(s) : Mr. Goliath Lau
Director - Senior Training Specialist, Risk Management
Moody’s Analytics

03-Dec-2012   12:15 p.m. - 1:30 p.m. [Completed]      
  Commodities: Boom or Bust? The Case for a Strategic Allocation (Event Code: 121203LU)
Guest(s) / Speaker(s) : Dr. Keith H. Black, PhD, CFA, CAIA
Director of Curriculum
CAIA Association

20-Nov-2012   12:15 p.m. - 1:30 p.m. [Completed] [Full]      
  Detecting Financial Shenanigans (Event Code: 121120LU)
Guest(s) / Speaker(s) : Dr. Howard M. Schilit, CPA
Financial Shenanigans Detection (FSD) Group, LLC

31-Oct-2012   12:15 p.m. - 1:30 p.m. [Completed] [Full]      
  Infrastructure Investment: Where Do Opportunities Lie? (Event Code: 121031LU)
Guest(s) / Speaker(s) : Mr. Steve Gross
Managing Director
Macquarie Infrastructure and Real Assets

17-Oct-2012   12:15 p.m. - 1:30 p.m. [Completed] [Full]      
  OTC Derivatives: Sweeping Regulatory Changes to Asset Managers (Event Code: 121017LU)
Guest(s) / Speaker(s) : Mr. Yin Toa Lee
Partner & Financial Services Leader
Ernst & Young
Financial Accounting Advisory Services, Asia Pacific
Mr. Kishore Ramakrishnan
Senior Manager
Financial Services Advisory
Ernst & Young