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

Time Commitment

• 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

Experience

• 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 promote the professional designations and related program, support the Society’s service to candidates and manage the study group related initiatives

Time Commitment

• Meeting at least every 2 months​
• Ad hoc conference call / meeting / email or Whatsapp communications​
• Approximate 2 - 8 hours a month on implementing ideas​

Roles and Responsibilities

• 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 Society’s study groups
• Consolidate and provide suggestion / questions regarding CFA curriculum and the CFA Program to CFA Institute
• Liaise with service providers (e.g. publishers, prep course providers) on potential collaborations benefiting candidates and helping Society 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 Feb 2021 exam: 1 Sep 2020 - 21 Aug 2021;
• For May 2021 exam: 1 Nov 2020 - 31 Oct 2021;
• For Jul/Aug 2021 exam: 1 Apr 2021 - 31 Mar 2022;
• For Nov 2021 exam: 1 Jun 2021 - 31 May 2022

Roles and Responsibilities

• 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 Society 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

b. Length

• No specific requirement for the length of time for a meetup
• Be tailored to the taste of the group members

Purpose

• To develop and promote career development event programmes

Terms of Appointment

• One year​

Committee Members

• Committee members will be appointed by the Committee Chair for a one-year term. The committee members must be CFAHK members

Roles and Responsibilities

• Contribute ideas on programmes
• Coordinate event rundown, venue, catering and programme flyer with assistance from CFAHK administration staff
• Develop and promote career development events for members​

Committee members will cease to be committee members if they

• Resign from the committee
• Fail to attend 3 consecutive meetings without providing proper explanations to the Committee Chair for a prolonged period of time (subject to the discretion of the Committee)
• CFAHK membership expires​

Committee 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

Time Commitment

• 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
​

Experience Required

• 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 Organise event for the Value Investing Special Interest Group

Time Commitment

• Moderate – Monthly to bi-monthly events and informal gatherings

Experience Required

• A passion in fundamental driven, long-term, value based investment style
• Eager to read, learn and share knowledge (learning machines)
• We are particularly interested in members with an industry focus
• We’re also interested in members who are already managing money professionally to share war stories / lessons

Other

• A fairly informal group, but we would like 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

Role

• To develop and promote Environmental, Social and Governance (ESG)​ programmes.​

Chairs
The SIG Chair must be an CFAHK member and appointed by the CFAHK 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 CFAHK AGM.​

• Roles and Responsibilities:

• Develop ESG programmes​​​
• Prepare programme budget​​​

Members
SIG members will be appointed by the SIG Chair for a one-year term. The SIG members must be CFAHK members.

• Roles and Responsibilities:

• Contribute ideas on programmes​​
• Coordinate event rundown, venue, catering and programme flyer with assistance from CFAHK administration staff ​​​

Committee Role
Position CFA Society Hong Kong as the FinTech / New Economy advocate for Hong Kong investment professionals by providing:

• A forum to hear from exchange views with FinTech / New Economy thought leaders
• A source of continuing education on the latest FinTech / New Economy developments
• Investment professionals career trajectory realignment pathways

Time Commitment

• Peak activity in 2Q & 3Q leading up to signature events (FinTech / New Economy Fireside & FinTech / New Economy Forum)
• Smaller events and ad-hoc courses throughout the year

Experience Requirements

• Interested in, and industry connection to, the FinTech / New Economy space
• Ability to generate FinTech/ New Economy event ideas and help organise events
• Connect and invite thought leaders to speak and share at events
• Communicate effectively with office event staff

Others

• Committee members need to liaise regularly with office staff
• Volunteer term is on one-year base. If you have been participating in any of the committees or groups, you are required to renew the term every year.​

Committee Role

• To set, implement and monitor investment policy for CFAHK reserves and working capital

Time Commitment

• Annual meeting to review performance and revise policy. Periodic monitoring throughout the year ​

Experience Requirements

• 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)

Others

• Committee members need to liaise regularly with office staff

Objective

• To promote the CFA designation and CFA Society Hong Kong under our mission statements
• To promote and monitor public awareness within the community by serving as a resource and establishing relationships with key influences, including the local regulators and media

Committee Role

• Members of the Committee are required to consider ways to promote CFA Society Hong Kong brand/events, to engage media and other organisations/associations to raise our profile and ultimately our influence to the policies related to our industry​
• Members are expected to give/make contacts and referrals, suggest and devise strategies etc.

Time Commitment

• Flexible, on-demand, but we expect quality suggestions/referrals, and attend committee meetings biannually​

Committee Role

• To participate in organising CFAHK Member Services events and activities, including: Signature events, such as the annual dinner/drinks, awards night and 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)​

Experience Requirements

• Interest, experience, and ample energy to help organise enjoyable and meaningful events for fellow members

Committe 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

Position : Graders (CPT credit hours entitled)

• 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 research reports and score each section and provide constructive comments to the teams on their reports​

Position : Mentors (CPT credit hours entitled)

• 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.