- Member Value
- Membership Profile and
Membership Types - Membership
Application and Fees - Member Benefit
- Volunteer > Code and Standards and Conflict of Interest
- 3 easy steps to renew your CFA Society Hong Kong membership!
- Renew CFA Society Hong Kong Membership by 31 Jul to enjoy our renewal incentive
- Update Your Profile
- Volunteer > Outstanding Volunteer Awards
- Be a Volunteer and Engage with Like-minded Peers
- Step 2: Fill in Volunteer Form
- Volunteer > Role, time commitment and experience required for each volunteering function
- Volunteer > Confidentiality Agreement
- CFA Societies Global Passport Program
- Journal of Invesment Management
Member Value |
Membership Profile and Membership Types |
Membership Application and Fees |
Member Benefit
| Volunteer > Code and Standards and Conflict of Interest | 3 easy steps to renew your CFA Society Hong Kong membership! | Renew CFA Society Hong Kong Membership by 31 Jul to enjoy our renewal incentive | Update Your Profile | Volunteer > Outstanding Volunteer Awards | Be a Volunteer and Engage with Like-minded Peers | Step 2: Fill in Volunteer Form | Volunteer > Role, time commitment and experience required for each volunteering function | Volunteer > Confidentiality Agreement | CFA Societies Global Passport Program | Journal of Invesment Management
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Volunteer > Role, time commitment and experience required for each volunteering function |
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Committee Role
- To review and provide valuable comments and suggestions on consultation papers published by government, regulators and other professional bodies e.g HKEX, SFC, IASB and CFA Institute
- Provide unbiased, meaningful and independent view on advocacy issues with the understanding that volunteers’ view will be seriously considered but may or may not be adopted
- To participate in round-table discussions for the formation of the committee’s policy views
- To comment on 2 to 3 consultation papers every 2 months
- Each consultation paper could take up to 2-3 hours for review and comment
- 3-4 round-table sessions each year for approx. 1-2 hours each
- Strong interests in staying abreast of the financial industry regulatory trend
- Willing to stay in close contact with local and regulatory bodies
- Knowledge and experience in Legal & Compliance is an advantage but not compulsory
Committee Role
- To recognise excellence in published research
- To raise awareness of written research and elevate professional standards among analysts
- To promote the best analysts and best house among our members and media
- A competition on written sell-side equity research reports published in the last 12 months
- Research reports have to be nominated by HKSFA members
Position : BRRC Judges
Time Commitment
- Seasonal, review 10-15 research reports over 6 weeks period ending Sep/Oct
- 1st Round: currently in Buy-side role preferably as analyst or portfolio manager
- 2nd Round: Over 10 years experience in Buy-side preferably being senior portfolio manager or CIO
CPT Hours
CPT credit hours entitlement (depends on the number of reports to be graded) and the hours are recognised by the Securities and Futures Commission
Role
- To support the HKSFA's major public awareness project with Metro Finance FM104 and HKEJ
- July – November, review and comment 10-20 Chinese written articles of 1,200-1,500 words each
- Proficient in Chinese language
- Proficient in Chinese language Prior writing experience is an advantage
- Being savvy about business terms in investment and financial industry
Sub-group Role
- To promote the professional designations and related programmes, support the Society’s service to candidates and manage the study group related initiatives
- Meeting at least every 2 months
- Ad hoc conference call / meeting / email or whatsapp communications
- Approximate 2 - 8 hours a month on implementing ideas
- Develop, strengthen and implement society’s service related to candidate education with the support of staff office and other volunteers (e.g. study group leaders)
- Establish program / initiative of recruiting new study group leaders (i.e. group leaders succession) and ensure continuous candidate support and engagement
- Lead and manage the communications with candidates and volunteers over different channels(email, social media, events, etc)
- Understand candidates’ experience and needs on studying and taking the exam, as well as HKSFA’s study groups
- Consolidate and provide suggestion / questions regarding CFA curriculum and the CFA programme to CFA Institute
- Liaise with service providers(e.g. publishers, prep course providers) on potential collaborations benefiting candidates and helping HKSFA towards its vision and mission
Study Group Leader Role
- Establish general rules and guidelines for the study group (e.g. frequency of meetings)
- Keep the study group members focused and motivated
- Help members to plan revision timetables
- Initiate study group meetings and make suggestions on how and what to study
- Share previous study experience and exam taking techniques
- Act as a bridge of communication between the Candidate Education Committee and the candidates, provide necessary support and feedback to the group leaders
Term
- An exam cycle (For Jun 20 exam: Oct 19 - Sep 20; For Dec 20 exam: Jun 20 - Dec 20)
- Share study experience and help the candidates to get prepared for the CFA Program exam
- Should get familiar with the latest development in the CFA curriculum and changes in recent syllabus
- Lead and facilitate the candidates to prepare for their study plan
- Motivate the candidates to meet regularly and complete their study according to their plan
- Provide feedback and recommend possible solutions to HKSFA for support needed from the candidates
Time Commitment
- a. Frequency
- Highly varied depending on the level of participation of Group Members
- Meet at least once towards the beginning of the Study Group cycle, and
- Have one meetup every month thereafter
- No specific requirement for the length of time for a meetup
- Be tailored to the taste of the group members
Sub-group Role
- To organise educational luncheons, seminars and workshops on industry developments and topics of interest to finance professionals, and assess the eligibility of Continuous Professional Training (CPT) hours
- Ongoing – Attend committee meetings (approx. once a quarter) to identify topics of interest and invite speakers.
- Review presentation materials (approx. once a week) to assess the eligibility of CPT hours and rating
- Be the MC to facilitate/introduce speakers at the events. The committee organises 20-30 events a year
- 5+ years of relevant work experience
- strong interest in developing technical skills and keep abreast of industry developments through continuing education and training
Committee Role
- To set, implement and monitor investment policy for HKSFA reserves and working capital
- Annual meeting to review performance and revise policy. Periodic monitoring throughout the year
- Investment policy review and revision (mid- to senior level)
- Investment performance reporting and attribution (junior to mid-level)
- Asset allocation and investment strategy (mid- to senior level)
- Portfolio management – multi mandate and asset experience preferred (mid- to senior level)
- Committee members need to liaise regularly with office staff
Criteria
- Expect mentors having 5 years of working experience in investment / financial / banking industry
- Mentors should be passionate about grooming new and promising practitioners
- Initiate communications with mentees and share relevant career experience
- Mentors are expected to have quarterly meet-ups with mentees, encourage to have bi-monthly meet-ups
- Maximum 2 mentees per mentor
- Mentors are expected to have quarterly meet-ups with mentees, encourage to have bi-monthly meet-ups
- To update HKSFA mentorship programme committee the survey in the mid of programme / at the end of the program in order for committee to evaluate the programme
- To attend any function organised by the mentorship programme committee / the society in the future
Committee Role
- To participate in organising HKSFA Member Services events and activities, including: Signature events, such as the annual dinner/drinks and HKSFA Charter Award Ceremony / Awards Night Lifestyle, sports, and social events, such as wine-tasting workshops, hiking with dinner gatherings, summer boat trip etc Time Commitment
- Monthly meetings and ad hoc ones (depending on the needs for specific events)
- July – November, review and comment 10-20 Chinese written articles of 1,200-1,500 words each
- Interest, experience, and ample energy to help organise enjoyable and meaningful events for fellow members
Sub-group Role
- Need assess, source, deploy, reward and mange HKSFA’s volunteer pool
- Ongoing – Peak activity levels ahead of recruitment (typically during 1Q) and appreciation (typically during 4Q) events
- Human resource or volunteer management experience
- Public relations and promotion
- Project management and planning
- Committee members need to liaise regularly with office staff and other committee heads
Committee Role
- To attract corporate sponsorship funding for HKSFA events
- Ongoing – Activity level mirrors corporate budgeting cycle
- Seniority that allows senior level corporate contacts
- Experience in client-facing or similar roles that involves pitching funding requests
- Committee members need to liaise regularly with office staff and other committee chairs
Special Interest Group Role
- To develop and promote Environmental, Social and Governance (ESG) programmes.
The SIG Chair must be an HKSFA member and appointed by the HKSFA Board. The term of appointment is one year or until the new Committee Chair is appointed. An appointment will be made on an annual basis and usually in the Board Meeting right after HKSFA AGM. Roles and Responsibilities:
- Develop ESG programmes
- Prepare programme budget
SIG members will be appointed by the SIG Chair for a one-year term. The SIG members must be HKSFA members. Roles and Responsibilities:
- Contribute ideas on programmes
- Coordinate event rundown, venue, catering and programme flyer with assistance from HKSFA administration staff
Special Interest Group Role
Position HKSFA as the FinTech advocate for Hong Kong investment professionals by providing:
- A forum to hear from exchange views with FinTech thought leaders
- A source of continue education on the latest FinTech developments(/li>
- Investment professionals career trajectory realignment pathways
- Peak activity in 2Q & 3Q leading up to signature events (FinTech Fireside & FinTech Forum)
- Smaller events and ad-hoc courses throughout the year
- Interest in, and industry connection to, the FinTech space
- Ability to generate FinTech event ideas and help organise events
- Connect and invite thought leaders to speak and share at events
- Communicate effectively with office event staff
- Committee members need to liaise regularly with office staff
Special Interest Group Role
- To gather like-minded members within HKSFA to learn value investing and improve together
- Event examples: book sharing, value manager talk, industry 101, blogger interviews, accounting shenanigan discussions, academic paper review, etc
- Event organisation for the Value Investing Special Interest Group
- Moderate – Monthly to bi-monthly events organisation and informal gathering
- A passion in fundamental driven, long-term, value based investment style
- Eager to read, learn and share knowledge (learning machines)
- Members with an industry focus
- Members who are already managing money professionally to share war stories / lessons
Special Interest Group Role
- Committee Mandate: To organise value adding activities for HKSFA female members from luncheons, seminars and workshops; also collect feedback and foster supporting communities for Women In Investment.
- Ongoing – Attend committee meetings (approx.. once a quarter) to identify topics of interest and invite speakers. Propose and help hosting value adding activities for Women In Investment
Sub-group Role
- To plan the event timeline
- To formulate the rules and regulations
- To determine the subject company for HK local final
- To invite mentors, graders and judges
- To organise and participate in the competition’s networking activities
- Analysts, portfolio managers, or other professionals with experience in either preparing or reading sell-side research
- Preferably sell-side analysts with 5 years of working experience (preferably CFA charterholders)
- With the enthusiasm to promote ethical decision making to the next generation of financial professionals
- Review and critique the written research reports for the Hong Kong Local Final of the Challenge
- Review 5-8 investment resea rch reports and score each section and provide constructive comments to the teams on their reports
- Preferably sell-side analysts with 10 years of working experience (preferably CFA charterholders)
- With the enthusiasm to teach best practices and promote ethical decision making to the next generation of financial professionals
- Contribute 6 hours to provide guidance to the team to do their investment research report. The 6 hours would include emails and phone calls.
- Mentor the team during the research process, reviews and critiques the team's company analysis report.
Sub-group
- Best if alumni of one of the major HK universities
- To organise or support university related activities to support graduating students to take the CFA exams or enter into the finance industry
- To assist in idea generation and promote activities to students including CV review, job interviewing and finance career sharing
- To invite students to selective HKSFA events to ignite their interests in taking CFA exams.
- To sponsor selective finance related university events to source potential HKSFA student members
- Seasonal - typically first and second half of the school year from Sep to Jun
- To attend committee meetings to discuss topics, potential activities and invite speakers, and organise logistics
- 3+ years of relevant work experience
- Strong interest in giving back to one’s own local university or university related activities
Volunteer Role
To provide functional support to HKSFA, e.g.
- Talk to university students
- Graphic design
- Social media marketing
- Photography / videography
- Editing / copywriting
- Regular contributions and/or ad hoc contribution, based on nature of functions
- Relevant specialist skills
