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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
03-Apr-2017   08:30 a.m. - 6:00 p.m. [Completed]      
Guest(s) / Speaker(s) : Dr. Attilio Meucci, CFA
APRM Research

Dr. Angela Loregian, CFA
APRM Research

29-Mar-2017   6:30 p.m. - 7:45 p.m. [Completed]      
  Financial Market History: Reflections on the Past for Investors Today by David Chambers and Elroy Dimson (Event Code: 170329S)
Guest(s) / Speaker(s) :

29-Mar-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  The DARK SIDE of Financial Statement Analysis And How to Greatly Improve Stock Idea Filtering and Analysis (Event Code: 170329W)
Guest(s) / Speaker(s) : Professor Joel Litman
Chief Investment Strategist and Managing Director
Valens Research

25-Mar-2017   08:45 a.m. - 1:00 p.m. [Full] [Waiting List]      
  Beijing-Hong Kong FinTech Connect Summit : FinTech and The Future of Financial Services (Event Code: 170325S)
Guest(s) / Speaker(s) : - Wei Li , Director, Science and Technology, People’s Bank of China
- Ning Tang , Founder & CEO, CreditEase
- Yuhang Guo , CEO,
- Zhen Liu , Founder and CEO, Clipper Advisor
- Hui Xi , Deputy Director & Senior Economist at Financial Information and Technology Institute (FITI)
- Larry Cao, CFA , Content Director, CFA Institute
- Jim Kok, CFA , General Manager, Structured Finance Group, JD Finance
- Nick Pollard , Managing Director, APAC, CFA Institute
- Bénédicte N. Nolens , Senior Director and Head of Risk and Strategy, Hong Kong Securities and Futures Commission
- James McKeogh , AP FinTech Lead Partner, Partner, Management Consulting, KPMG
- Janos Barberis , Founder and CEO, SuperCharger
- Ting Li, CFA , CEO, Yunfeng Financial Group
- David Piesse, Chief Risk Officer, GuardTime
- Paul Schulte , CEO and Chairman, Schulte Research
- Franki Chung, CFA , Director and Secretary of the Board, HKSFA

17-Mar-2017   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Green Bonds – why is this the fastest growing segment of the capital markets? (Event Code: 170317LU)
Guest(s) / Speaker(s) : Mr. Jonathan Drew
Managing Director, Infrastructure and Real Estate Group

10-Mar-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - LBO Modeling & Debt Sweep Enhancements (Event Code: 170310W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

09-Mar-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Segment Build-up and Sensitivity Modeling (Event Code: 170309W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

08-Mar-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Financial Modeling : Core Model (Event Code: 170308W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
Wall St. Training

23-Jan-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  What Risks Do You Want To Take with AML? (Event Code: 170123LU)
Guest(s) / Speaker(s) : Mr. Gavin Shiu
Senior Assistant Director of Public Prosecutions
Department of Justice
Hong Kong Special Administrative Region

17-Jan-2017   6:30 p.m. - 8:00 p.m. [Completed]      
  Cross-border Market Access – Multi-asset Platform [This registration page is for AFF Participants only] (Event Code: 170118S-AFF)
Guest(s) / Speaker(s) : Keynote Speaker:
Mr. Esmond Lee
Senior Advisor
Financial Services Development Council, Hong Kong

Mr. Kevin Kwan, CFA
Financial Model Developer
Bloomberg LP

Mr. Scott Peterman, CFA
Jones Day

Mr. Kevin Rideout
Managing Director, Market Development Division
Hong Kong Exchanges and Clearing Ltd

Mr. Esmond Lee
Senior Advisor
Financial Services Development Council, Hong Kong

Mr. Eddie Pong
Director, Research and Analytics
FTSE Russell