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Candidate Education
Dear CFA® Candidate,

We are pleased to learn that you have registered for the 2018 June CFA® examination. While today that date may seem like an eternity away, successful candidates realize that the time passes all too quickly and know the importance of getting an early start. The Hong Kong Society of Financial Analysts (HKSFA) recognizes the commitment required to pass each challenging level and understands the time constraints each candidate faces in preparing for the exam.

To help supplement your individual study efforts, HKSFA is offering the following programs for candidates in Hong Kong. These programs are designed to help you maximize your study efforts and master the CFA exams successfully.
We sincerely hope you will take advantage of these programs HKSFA is providing this year.  We look forward to your participation and send our very best wishes for success in the exam!

Yours sincerely,

The Education Committee
The Hong Kong Society of Financial Analysts

Study Groups

Many candidates find that meeting with a small study group of candidates on a regular basis helps them better structure their study time and remain motivated.  The study groups may meet at an agreed-upon time in a location convenient to all of the candidates in the group.  The study group meetings serve as an excellent forum for discussing the CFA reading material and sharing both expertise and morale support.  An added plus is that you are able to meet others in the industry and build your network of contacts.

Please let us know of your interest in participating in a study group by completing our
online form on/before 3rd August 2018.  We shall try to group you with candidates who share your time preference.  Please note that we shall share your contact information with the study group members and the study group leader (if there is any) in mid-August for your future communication with the study group.  This service is free of charge.  Kindly note that we only accept applications from candidates who have enrolled in the December 2018 exam. You should see a confirmation message on screen after successful submission of the online application form.

Wiley Study Materials

Wiley is a participating provider of CFA Institute's Prep Provider Program.  It offers comprehensive study solutions.  The Wiley's products have been specifically designed to help maximize the efficiency and effectiveness of each candidate's preparation program.  Its efficient learning platform would help make your learning process easier and more productive.  Reviews of the products can be found from

Wiley has made special arrangement with The Hong Kong Society of Financial Analysts (HKSFA) for the distribution of its study materials in Hong Kong.  It offers a special pricing compared to the regular price as shown on Wiley's website at  Candidates in Hong Kong can save no less than 25% from Wiley's regular price by placing the order directly through HKSFA.  Please also note that Wiley may offer bigger discount at its website from time to time or to specific group of customers at its own discretion.  The Wiley products contain the following :

A.  Until You Pass Guarantee including Free Updates & Upgrades
B.  Adaptive Exam Planner & Personalized Study Schedule
C.  Dashboard & Performance Metrics
D.  30-45 Minute Bite-Sized Lessons
E.  Formula Sheets
F.  Study Guides
G.  Course Outlines
H.  Practice Questions
I.   2 Full-length Mock Exams (1 Mock Exam for Level III)
J.  Video Lectures
K. 14-16 Weeks of Live Online Virtual Classes
L.  Online Mentoring
M. 11th Hour Final Review Course (40 hours Final Review Lecture Videos and Mock Exam Seminar)
N. 11th Hour Review Study Guide
O.  Additional 11th Hour Mock Exam 

Individual Products (Print Version) :
P.  Study Guides - HK$1,625, with complimentary eBook
Q. 11th Hour Guide - HK$600,
with complimentary eBook

Individual Products (online products) :
R.  Study Guides - HK$1,375
S.  11th Hour Guide - HK$500
T.  11th Hour Final Review Course - HK$2,200
U.  Formual Sheets - HK$265
V.  Mock Exam - HK$555
W.  Lecture Videos - HK$2,300
X.  Online Mentoring - HK$1,125
Y.  Test Bank - HK$1,425 (Level I), HK$1,125 (Level II or Level III)

Product Price
1.    Study Guides print version, with complimentary eBook - HK$1,625 (Level I, Level II or Level III)
2.    Study Guides ebook - HK$1,375 (Level I, Level II or Level III)
3.    11th Hour Guide print version,
with complimentary eBook - HK$600 (Level I, Level II or Level III)
4.    11th Hour Guide ebook - HK$500 (Level I, Level II or Level III)
5.    Self Study Course (i.e. Item A to I) - HK$2,900 (Level I or
Level II),  HK$2,300 (Level III)
6.    Self Study Course (i.e. Item A to I) + Study Guides print version - HK$3,300 (Level I or Level II
), HK$2,700 (Level III)
7.    Silver Course (i.e. Item A to J) - HK$4,500  (Level I or Level II),
HK$3,500 (Level III)
8.    Silver Course (i.e. Item A to J) + Study Guide print version - HK$4,900 (Level I or Level II),
HK$3,900 (Level III)
9.    Gold Course (i.e. Item A to L) - HK$5,800 (Level I or Level II), HK$4,600 (Level III)
10.  Gold course (i.e. Item A to L) + Study Guide print version - HK$6,200 (Level I or Level II), HK$5,000 (Level III)   
11.  Platinum Course (i.e. Item A to O) - HK$7,500 (Level I or Level II), HK$6,400 (Level III)
12.  Platinum Course (i.e. Item A to O) + Study Guides print version - HK$7,900 (Level I or Level II), HK$6,800 (Level III)
13.  Formula Sheets - HK$265 (Level I, Level II or Level III)
14.  Mock Exam - HK$555 (Level I, Level II or Level III)
15.  Lecture Videos - HK$2,300 (Level I, Level II or Level III)
16.  Online Mentoring - HK$1,125 (Level I, Level II or Level III)
17.  Test Bank - HK$1,425 (Level I), HK$1,125 (Level II or Level III)
18. 11th Hour Review Course (Level I, Level II or Level III), 11th Hour Guide eBook - HK$2,200
       11th Hour Review Course (Level I, Level II or Level III), 1th Hour Guide print version - HK$2,300 :
       - Exam Planner & Personalized Study Schedule
       - 30-45 minute bite-sized lessons
       - Dashboard & Performance Metrics
       - Formula Sheets
       - 11th Hour Final Review Mock Exam
       - 11th Hour Guide
       - 11th Hour Final Review Course and Mock Exam Seminar

Note : 
If you wouldl like to enjoy any discount that Wiley would offer for special promotion or for the university students, please place your order directly with Wiley via in US$.  University students will need to provide proof of academic status before they can enjoy the univesity student discount.  It offers option for getting either ebook or print version of the Study Guides from the Wiley's website.  For print version, there will be an additional charge of shipping fee.  Schedule of product availability can be found from Wiley's website at :

Order Forms
To place your order, please complete the following order form and return to us by email at or give it to us in person at the HKSFA office.

2018 Dec Exam cycle - 
Level I / Level II
Level III

Information of CFA Prep courses 

HKU School Professional and Continuing Education (HKU SPACE)
is offering CFA Education Program. 

CFA Level 1 Education Program, it will start on 2nd August 2018, Thursday
Enrolment Deadline : 31stJuly 2018, Tuesday
For course details, please visit  For enquiries, please contact HKU SPACE directly at (Tel : 2867-8468).

       Please refer to the website of HKU SPACE for any update of the schedule of their Education Program and Information Seminar. 

Note : HKSFA would like to remind the candidates that review courses and study notes should only be regarded as supplementary study aids.  Study the prescribed curriculum is the best way to prepare for the examination and there is no substitute for studying the CFA Program Curriculum that are recommended by CFA Institute.

Should there be any questions of the above, please contact us at or by phone at (852) 2521 2543.

CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by organizations sponsoring or providing CFA® exam preparation materials or programs, nor does CFA Institute verify pass rates or exam results claimed by such organizations.  CFA® is a licensed service mark of CFA Institute.