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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
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

16-Oct-2019   08:45 a.m. - 5:00 p.m.      
  [CANCELLED] Advanced Financial Analysis Series - Advanced Financial Modelling – Core Model (Event Code: 191016W-CEX)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Founder & CEO
Wall St. Training

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
Grace Financial
Ms. Cathy Dong
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
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
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
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