Continuing Education Events | Networking Events | Social Events | Career Development | Free Events | Event Calendar | HKSFA Best Research Report Competition | HKSFA-HKEX Portfolio Management Competition 2017 | Congratulations to the top 5 University Teams in Hong Kong Final 2018-19 of CFA Institute Research Challenge! | Adverse Weather Policy
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Continuing Education Events |
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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. |
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List of Events
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| HKSFA, CFA Institute, ACCA Discussion Forum: Corporation Valuation of Environmental, Social and Corporate Governance (ESG) by Investors (Event Code: 170919S) Guest(s) / Speaker(s) : Panel Speakers: Ir Albert Lai CEO, Carbon Care Asia Mr Derek Mok, CFA Vice President, The Hong Kong Society of Financial Analysts Chief Investment Officer, Fubon Convoy Asset Management (HK) Ltd Dr. Calvin Lee Kwan General Manager – Sustainability at Link Asset Management Limited Moderator: Mr Alan Lok, CFA Director, Society Advocacy Engagement, Asia Pacific, CFA Institute |
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| The Future For Asian Fixed Income (Event Code: 170901LU) Guest(s) / Speaker(s) : Mr. Dilip Parameswaran, CFA Founder and Head of Asia Investment Advisors Limited |
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| Using risk models to analyze recent market events and deliver actionable insight (Event Code: 170830LU) Guest(s) / Speaker(s) : Mr. Joel Coverdale, CFA Managing Director, Asia Pacific for Axioma Inc. |
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| The Art & Science of Successful Investing (Event Code: 170825LU) Guest(s) / Speaker(s) : Prof. Philip S. Cheng |
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| Real Estate Joint Ventures: Waterfall Structures, Developer Promote, IRR Lookback, Clawback and Catchup (Event Code: 170726LU) Guest(s) / Speaker(s) : Mr. Scott D. Peterman, CFA Partner, Orrick, Herrington & Sutcliffe |
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| Bond Connect: Look closer to another wave of HK-Mainland Collaboration (Event Code: 170705LU) Guest(s) / Speaker(s) : Mr. Archie Ying Kei Ng Senior Manager of External Division Hong Kong Monetary Authority Dr. Jimmy Jim, CFA Co-Head of Global Markets Department ICBC (Asia) Limited |
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| Family Offices - How to make your money and keep it for generations (Event Code: 170627LU) Guest(s) / Speaker(s) : Mr. Anthony Chan CEO, Isola Capital Group |
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| Intermediate Investment Analytics & Data Visualization with R - Module 5 (Event Code: 170617W) Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA Managing Director E8 Consulting Asia |
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| Money and asset prices: theory and practice (Event Code: 170616LU) Guest(s) / Speaker(s) : Ms. Diana Choyleva Chief Economist Enodo Economics |
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| FinTech Event : The Winning Formula in Mobile Payment (Event Code: 170614S) Guest(s) / Speaker(s) : Mr. Janos Barberis Founder Fintech HK Mr. David Rosa Founder and CEO Neat Mr. Ken Chew Managing Director Consumer Finance Consumer Banking Group and Wealth Management DBS Bank (Hong Kong) Limited Mr. Brian Lam Senior Manager Fintech Facilitation Office Hong Kong Monetary Authority |
