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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-Dec-2018   6:00 p.m. - 8:30 p.m.      
  China Credit Outlook, Hosted in Partnership with Moody's Investor Service (Event Code: 181213)
Guest(s) / Speaker(s) : [Panel 1] - Chinese Corporate Defaults
Moderator
Li Ma, MD
Corporate Finance Group
Moody's

Panelists
Minyan Liu, AMD
Financial Institutions Group
Moody's
Clement Wong, AMD
Corporate Finance Group
Moody's
Ivan Chung, AMD
Head of Greater China Credit Research and Analysis
Moody's
Jenny Zeng
Co-Head of Asia Pacific Fixed Income
AllianceBernstein
Angus Hui
Head of Asian and Emerging Market Credit
Schroders

[Panel 2] - China's Local SOEs
Moderator
Gary Lau, MD
Corporate Finance Group
Moody's

Panelists
Lillian Li, VP - Senior Analyst
Greater China Credit Research and Analysis
Moody's
Amanda Du, VP - Senior Analyst
Project and Infrastructure Finance Group
Moody's
Cindy Yang, VP - Senior Analyst
Corporate Finance Group
Moody's
Angus Hui
Head of Asian and Emerging Market Credit
Schroders
Vivian Tsang
Associate Managing Director, Project and Infrastructure Finance Group
Moody's


07-Dec-2018   12:15 p.m. - 1:30 p.m. [Completed]      
  Anti-Money Laundering & Counter-Terrorist Financing Issues Applicable to SFC Licensed Corporations (Event Code: 181207LU)
Guest(s) / Speaker(s) : Mr. Ben Wong
Managing Director
AltQuest


10-Nov-2018   09:10 a.m. - 12:30 p.m. [Completed]      
  FinTech Startups Forum (Event Code: 181110S)
Guest(s) / Speaker(s) : Speakers:
Mr. Alvin Kwock
Founder & CEO
OneDegree
Mr. Max Liu
Co-founder & CEO
EMQ
Dr. Scott Peterman
Partner
Orrick, Herrington & Sutcliffe
Moderator:
Ms. Joyce Ng
Managing Director
OurCrowd


05-Nov-2018   12:15 p.m. - 1:30 p.m. [Full]      
  The Psychology Driving Asian Asset Prices (Event Code: 181105LU)
Guest(s) / Speaker(s) : Dr. Richard L. Peterson
CEO
MarketPsych Data LLC


29-Oct-2018   11:30 a.m. - 2:30 p.m. [Full]      
  VIP Speaker Series : Jack Schwager and the Market Wizards of China (Event Code: 181029S)
Guest(s) / Speaker(s) : Mr. Jack Schwager
Co-founder and Chief Research Officer
Fundseeder


26-Oct-2018   4:00 p.m. - 7:00 p.m.      
  [Wait List] VIP Speaker Series : Mastering the Market Cycle, A Conversation with Howard Marks (Event Code: 181026S)
Guest(s) / Speaker(s) : Speaker
Mr. Howard Marks, CFA
Co-Chairman
Oaktree Capital Management

Moderator
Ms. Theresa Han, CFA, CAIA
Managing Director, Hedge Fund Strategies
GCM Investments Hong Kong Limited


18-Oct-2018   7:00 p.m. - 9:00 p.m. [Full]      
  Ethics Film Festival 2018 - "The Price We Pay" (Event Code: 181018S-F)
Guest(s) / Speaker(s) : Facilitator for Post-screening Discussion :
Mr. Stanley Ho, FCCA
Tax Partner
KPMG


16-Oct-2018   7:00 p.m. - 9:00 p.m. [Full]      
  Ethics Film Festival 2018 - "Banking On Bitcoin" (Event Code: 181016S-F)
Guest(s) / Speaker(s) : Facilitator for Post-screening Discussion :
Michael G. McMillan, Ph.D., CPA, CFA
Director, Ethics Education
CFA Institute


05-Oct-2018   08:45 a.m. - 5:00 p.m. [Completed]      
  [CANCELLED] Advanced Financial Analysis Series - M&A Deal Structuring and Merger Modeling Techniques (Event Code: 181005W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


04-Oct-2018   6:30 p.m. - 8:30 p.m.      
  拆解同股不同權對投資者之影響 Dual-class Share: Disclosing its implications to the investing public (Event Code: 181004)
Guest(s) / Speaker(s) : 董一岳先生, CFA協會亞太區資本市場政策總監
莫偉民先生, CFA, 香港財經分析師學會副會長
陳綺華博士, 中渝置地控股有限公司投資者關係主管
陸巧兒小姐, 標普道瓊斯指數全球指數研究和設計亞太區總監