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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
10-May-2018   12:15 p.m. - 1:30 p.m. [Full]      
  Alternative Private Equity Fund Structures: Leveraging Emerging Alternatives to Traditional Private Equity Investment Vehicles (Event Code: 180510LU)
Guest(s) / Speaker(s) : Mr. Scott D. Peterman, CFA
Orrick, Herrington & Sutcliffe

17-Apr-2018   12:15 p.m. - 1:30 p.m. [Completed]      
  Multi-asset Strategies (Event Code: 180417LU)
Guest(s) / Speaker(s) : Mr. Larry Cao, CFA
Content Director, Asia Pacific
CFA Institute

10-Apr-2018   6:30 p.m. - 8:00 p.m. [Completed]      
  Financing Infrastructure in Asia and the Pacific: Capturing Impacts and New Sources (Featuring the Asian Development Bank Institute) [ADBI] (Event Code: 180410S)
Guest(s) / Speaker(s) : Prof. Naoyuki Yoshino
Dean of the Asian Development Bank Institute (ADBI)
Professor Emeritus at Keio University

Dr. Matthias Helble
Senior Economist and Co-Chair of the Research Department
Asian Development Bank Institute (ADBI)

19-Mar-2018 - 20-Mar-2018   08:45 a.m. - 5:00 p.m. [Completed]      
  Equity Valuation Workshops - Valuation Master Class Live (Event Code: 180319W)
Guest(s) / Speaker(s) : Andrew Stotz, PhD, CFA
A. Stotz Investment Research

15-Mar-2018   6:15 p.m. - 8:30 p.m. [Full] [Waiting List]      
  Catching the Green Bond Wave: Principles, Practice and Pitfalls (Event Code: 180315S)
Guest(s) / Speaker(s) : Speakers:
Mr. Water Cheung, CFA
Chairman, Carbon Care Asia Pte Ltd
Asia Pacific CEO, Stormharbour Securities
Ir. Albert Lai
CEO, Carbon Care Asia
Ms. Gloria Lu
Senior Director & Sector Lead (China)
Infrastructure Ratings
S&P Global Ratings

Ms. Ivy Lau
General Manager
Climate Bonds Initiative China office
Mr. John Sayer
Director, Carbon Care Asia

09-Mar-2018   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - VC Investing: Private Company Valuation & Participating Preferred Securities Waterfall Modelling (Event Code: 180309W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

08-Mar-2018   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Excel for Data Analysis (Event Code: 180308W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

07-Mar-2018   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Financial Modelling – Core Model (Event Code: 180307W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

26-Feb-2018   12:15 p.m. - 1:30 p.m. [Completed]      
  Group Reorganizations – Historical Values or Fair Values for Financial Reporting? (Event Code: 180226LU)
Guest(s) / Speaker(s) : Ms. Eky Liu
Associate Director
Standard Setting, HKICPA
Ms. Kam Leung
Associate Director
Standard Setting, HKICPA
Ms. Daisy Xia
Standard Setting, HKICPA

01-Feb-2018   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  2018 Investment Strategy and China (Event Code: 180201LU)
Guest(s) / Speaker(s) : Dr. Jim Walker
Founder and Chief Economist
Asianomics Group Limited