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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.
Click the date for details of the appropriate event, and click here for information of typhoon and black rainstorm arrangement.

List of Events
19-Jan-2018   12:30 p.m. - 2:00 p.m. [Completed] [Full]      
  ESG Integration Survey & Education Seminar: Different Perspectives Across the Investment Value Chain (Event Code: 180119S)
Guest(s) / Speaker(s) : Details to be provided

17-Jan-2018   6:30 p.m. - 9:30 p.m. [Completed] [Full]      
  Inaugural Asset Owner Series - I (Event Code: 180117S)
Guest(s) / Speaker(s) :

10-Jan-2018   12:15 p.m. - 1:30 p.m. [Completed]      
  CPT Luncheon- Global Market Inefficiencies (Event Code: 180110LU)
Guest(s) / Speaker(s) : Dr. Söhnke M. Bartram
Professor, Department of Finance
Warwick Business School

13-Dec-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  MiFID 2: The Evolving European Landscape & Its Impact (Event Code: 171213LU)
Guest(s) / Speaker(s) : Mr. Roland De Marsangy
Head of Business Development, Asia-Pacific

07-Dec-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Reading VIX® (Event Code: 171207LU)
Guest(s) / Speaker(s) : Tim Edwards, Ph.D
Senior Director of Index Investment Strategy
S&P Dow Jones Indices

28-Nov-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Corporate Governance: An Asset Manager's Perspective (Event Code: 171128LU)
Guest(s) / Speaker(s) : Ms. Josina Kamerling
Head of Regulatory Outreach, EMEA
CFA Institute

18-Oct-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - M&A Deal Structuring & Merger Modelling Techniques (Event Code: 171018W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

17-Oct-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Corporate Valuation Methodologies & Valuation Modelling (Event Code: 171017W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

16-Oct-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Financial Modelling – Core Model (Event Code: 171016W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

19-Sep-2017   7:00 p.m. - 8:30 p.m. [Full] [Waiting List]      
  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
Mr Alan Lok, CFA
Director, Society Advocacy Engagement, Asia Pacific, CFA Institute