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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
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

29-Jul-2019   6:45 p.m. - 9:00 p.m.      
  VIP Speaker Series: Financial Life Planning and A Golden Civilization (Event Code: 190729S-CEX)
Guest(s) / Speaker(s) : Mr. George Kinder
The Kinder Institute of Life Planning

23-Jul-2019   12:15 p.m. - 1:30 p.m. [Completed]      
  Is the Big Cycle Turning? (Event Code: 190723LU-CEX)
Guest(s) / Speaker(s) : Mr. Ron William, CFTe
Founder of RWA

25-Jun-2019   7:00 p.m. - 8:30 p.m. [Completed]      
  What’s Trending? Trends in Family Office Investments & Fund Structures – A Presentation by Northern Trust, including a special fireside chat with Maples Group (Event Code: 190625S)
Guest(s) / Speaker(s) : Mr. John McCareins, CAIA, CIMA
Managing Executive, Head of Asia Pacific, Asset Management
The Northern Trust Company

Ms. Caroline Higgins
Senior Vice President, Head of Global Fund Services, Asia
The Northern Trust Company

Ms. Michelle Lloyd
Maples Group

12-Jun-2019   3:00 p.m. - 5:45 p.m. [Full]      
  ESG Forum by PRI, CFA Institute and HKSFA
ESG Integration Across Asia Pacific: Risk Management, Client Demand and Regulation (Event Code: 190612S)

Guest(s) / Speaker(s) :

Keynote Speaker:
Mr. Ashley Alder, Chief Executive Officer, Securities and Futures Commission
Ms. Mary Leung, CFA, Head, Advocacy, Asia Pacific, CFA Institute
Ms. Sammie Leung, CPA, Partner, PwC Hong Kong
Mr. Matthew Orsagh, CFA, Director, Capital Markets Policy, CFA Institute
Moderator and Panelists:
Ms. Hannah Routh, Partner, Deloitte (Moderator)
Mr. Kim Chong, Head, Risk Management & Compliance, HKMA
Ms. Mary Leung, CFA, Head, Advocacy, Asia Pacific, CFA Institute
Mr. Ronnie Lim, Senior Engagement Specialist, Asia, Robeco
Mr. James Fletcher, CFA, Director, Global Emerging Markets Equities, APG Asset Management Asia

28-May-2019   1:30 p.m. - 4:30 p.m. [Completed]      
  CPT Workshop - Cross-Capital Alpha: Combined Equity/Credit Analysis and Investing (Event Code: 190528W)
Guest(s) / Speaker(s) : Mr. Joel Litman, CPA
President & CEO, Chief Investment Strategist
Valens Research

10-Apr-2019   7:00 p.m. - 8:30 p.m. [Full] [Waiting List]      
  Promoting Fintech : Which Directions for Hong Kong Regulations and Regulator (Event Code: 190410S)
Guest(s) / Speaker(s) : Prof. K.C. Chan (Speaker)
Adjunct Professor of Finance, The Hong Kong University of Science and Technology,
Senior Advisor, WeLab
(Former Secretary for Financial Services and the Treasury, HKSAR)
Ms. Michelle Li (Moderator)
Head of Research, AMTD Group
Ms. Bénédicte Nolens (Panelist)
Head of Regulatory Affairs for Asia and Europe & CCO for Asia
Mr. Jeffrey Ng, CFA (Panelist)
Head of Bank of Banks
Ping An OneConnect

09-Apr-2019   12:15 p.m. - 1:30 p.m. [Completed]      
  ESG Valuation & Climate Risk (Event Code: 190409LU)
Guest(s) / Speaker(s) : Prof. Entela Benz-Saliasi
Adjunct Associate Professor
Department of Finance
Hong Kong University of Science and Technology
Co-founder of Ipsum Opus Limited, Hong Kong
PhD in Financial Engineering, Swiss Finance Institute

28-Mar-2019   09:45 a.m. - 5:30 p.m.      
  HKSFA-HSUHK-IFTA FinTech & Blockchain Series - The New ABCD of Smart City (Event Code: 190328W)
Guest(s) / Speaker(s) : Mr Emil Chan
Honorary Guest Lecturer & Fintech and Blockchain Committee, HSUHK-EDC
Chairman of Fintech Committee, Smart City Consortium
CEO, Starthub Holding Ltd

20-Mar-2019   12:15 p.m. - 1:30 p.m. [Completed]      
  Understanding the Equity Investment Process (Event Code: 190320LU)
Guest(s) / Speaker(s) : Mr. Richard Goldman
Head of Market Development, Investment and Advisory, Asia