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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
01-Dec-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  Stock Picking, Risk and Smart Beta (Event Code: 161201LU)
Guest(s) / Speaker(s) : Mr. Tim Edwards
Senior Director, Index Investment Strategy
S&P Dow Jones Indices


16-Nov-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  [RERUN] Fixed Income Portfolio Management - Module 3: Credit Risk, Options, Yield Enhancement and other Advanced Topics (Event Code: 161116W)
Guest(s) / Speaker(s) : Mr. Tariq Dennison, CFPCM
Partner at Global Financial Markets Training


15-Nov-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  [RERUN] Fixed Income Portfolio Management - Module 2: Fixed Income Portfolio Construction and Rebalancing (Event Code: 161115W)
Guest(s) / Speaker(s) : Mr. Tariq Dennison, CFPCM
Partner at Global Financial Markets Training


14-Nov-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  [RERUN] Fixed Income Portfolio Management - Module 1: Fundamentals of Bond, Yield Curves and Interest Rate Risk (Event Code: 161114W)
Guest(s) / Speaker(s) : Mr. Tariq Dennison, CFPCM
Partner at Global Financial Markets Training


20-Oct-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  Equities in 2017 (Event Code: 161020LU)
Guest(s) / Speaker(s) : Mr. Herald van der Linde, CFA
Head of Equity Strategy, Asia-Pacific
Hong Kong and Shanghai Banking Corporation Ltd


19-Oct-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - M&A Deal Structuring & Merger Modelling Techniques (Event Code: 161019W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


18-Oct-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - VC Investing: Private Company Valuation & Participating Preferred Securities Waterfall Modelling (Event Code: 161018W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


17-Oct-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Financial Modelling - Core Model (Event Code: 161017W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


09-Sep-2016   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Smart Beta Investing (Event Code: 160909LU)
Guest(s) / Speaker(s) : Mr. Daniel Wong, CFA
Director, Head of Research
Hang Seng Indexes Company Limited


09-Aug-2016   12:15 p.m. - 1:30 p.m. [Completed] [Full] [Waiting List]      
  China NPL/Credit Cycle (Event Code: 160809LU)
Guest(s) / Speaker(s) : Mr. Jason Bedford
Director, Asian Financials Research
UBS Investment Bank