Non members : To receive news from HKSFA
Please register here
Forgot password
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
08-Mar-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Financial Modeling : Core Model (Event Code: 170308W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


23-Jan-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  What Risks Do You Want To Take with AML? (Event Code: 170123LU)
Guest(s) / Speaker(s) : Mr. Gavin Shiu
Senior Assistant Director of Public Prosecutions
Department of Justice
Hong Kong Special Administrative Region


17-Jan-2017   6:30 p.m. - 8:00 p.m. [Completed]      
  Cross-border Market Access – Multi-asset Platform [This registration page is for AFF Participants only] (Event Code: 170118S-AFF)
Guest(s) / Speaker(s) : Keynote Speaker:
Mr. Esmond Lee
Senior Advisor
Financial Services Development Council, Hong Kong

Speaker:
Mr. Kevin Kwan, CFA
Financial Model Developer
Bloomberg LP

Moderator:
Mr. Scott Peterman, CFA
Partner
Jones Day

Panelists:
Mr. Kevin Rideout
Managing Director, Market Development Division
Hong Kong Exchanges and Clearing Ltd

Mr. Esmond Lee
Senior Advisor
Financial Services Development Council, Hong Kong

Mr. Eddie Pong
Director, Research and Analytics
FTSE Russell


17-Jan-2017   6:30 p.m. - 8:00 p.m. [Completed]      
  Cross-border Market Access – Multi-asset Platform (Event Code: 170118S)
Guest(s) / Speaker(s) : Keynote Speaker:
Mr. Esmond Lee
Senior Advisor
Financial Services Development Council, Hong Kong

Speaker:
Mr. Kevin Kwan, CFA
Financial Model Developer
Bloomberg LP

Moderator:
Mr. Scott Peterman, CFA
Partner
Jones Day

Panelists:
Mr. Kevin Rideout
Managing Director, Market Development Division
Hong Kong Exchanges and Clearing Ltd

Mr. Esmond Lee
Senior Advisor
Financial Services Development Council, Hong Kong

Mr. Eddie Pong
Director, Research and Analytics
FTSE Russell


12-Jan-2017 - 13-Jan-2017   08:45 a.m. - 5:00 p.m. [Completed]      
  Investment Analytics & Data Visualization with R (Event Code: 170112W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia


06-Dec-2016   08:45 a.m. - 12:00 noon [Completed]      
  Crisis Management, for the Expected and Unexpected (Event Code: 161206W)
Guest(s) / Speaker(s) : Mr. David Herratt, FCII, FIRM
Chartered Insurance Broker


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