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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
26-Aug-2015   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Corporate Sustainability (Event Code: 150826LU)
Guest(s) / Speaker(s) : Mr. Daniel Wong, CFA
Director, Head of Research and Development
Hang Seng Indexes Company Limited

Mr. Raymond Lui Man Chung, CFA
Executive Vice President
Product and Business Development
Hang Seng Investment Management Limited

29-Jul-2015   12:15 p.m. - 1:30 p.m. [Completed]      
  Where’s Alpha? (Event Code: 150729LU)
Guest(s) / Speaker(s) : Mr. Bob Webb

25-Jul-2015   09:15 a.m. - 12:15 p.m. [Completed]      
  HKSFA Private Wealth Seminar (Event Code: 150725S)
Guest(s) / Speaker(s) : Ms. Stella Kong
Head of Relationship Management in China
The Standard Chartered Private Bank

Mr. Richard Mak, CFA
Head of Advisory Services, Asia
Pictet Wealth Management

Mr. Trevor Mak, CFA
Managing Director
Bank Julius Baer & Co. Ltd.

07-Jul-2015   6:45 p.m. - 9:00 p.m. [Full] [Waiting List]      
  FinTech: Hong Kong’s Start-up Landscape & ‘Hub’ Potential (Event Code: 150707G1)
Guest(s) / Speaker(s) : Panelists :
Janos Barberis

Renu Bhatia
Prospect Ventures

Prof. Douglas Arner
Faculty of Law
The University of Hong Kong

Matt Cartwright
Co-Founder and Co-CEO

Moderator :
Henri Arslanian
Adjunct Assistant Professor
The University of Hong Kong

06-Jul-2015   12:15 p.m. - 1:30 p.m. [Completed]      
  Using The Family Business To Develop The Next Generation (Event Code: 150706LU)
Guest(s) / Speaker(s) : Ms. Barbara R. Hauser, M.A., J.D., TEP

26-Jun-2015   12:00 noon - 2:00 p.m. [Full] [Waiting List]      
  Cashflow Shenanigans (Event Code: 150626LU)
Guest(s) / Speaker(s) : Ms. Jennifer Latz

05-Jun-2015   12:15 p.m. - 1:30 p.m. [Completed]      
  Forthcoming changes in new investment research is bought and paid for (Event Code: 150605LU)
Guest(s) / Speaker(s) : Mr. S. Neil Scarth
Frost Consulting

03-Jun-2015   12:00 noon - 1:30 p.m. [Completed] [Full] [Waiting List]      
  [RERUN] Confessions of a Professional Money Launderer (Event Code: 150603LU)
Guest(s) / Speaker(s) : Mr. Bill Majcher
Investment Banker

28-May-2015   12:15 p.m. - 1:30 p.m. [Completed] [Full] [Waiting List]      
  Enhance the Transparency of Offshore RMB Bond through Indexation (Event Code: 150528LU)
Guest(s) / Speaker(s) : Mr. Daniel Wong, CFA
Director, Head of Research and Development
Hang Seng Indexes Company Limited

Mr. Randolf Tantzscher
Director of Indices, Asia-Pacific

22-May-2015   12:15 p.m. - 1:30 p.m. [Completed]      
  Today’s Prominent Role of Open Source Solutions within the Investment & Risk Analytics Landscape (Event Code: 150522LU)
Guest(s) / Speaker(s) : Mr. Marco Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia