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
11-Jul-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  FOCUSED INVESTING, FOCUSED LIFE: A veteran professional investor's portrait about investing and life (Event Code: 160711LU)
Guest(s) / Speaker(s) : Mr. Soonkyu Shin, CFA
Vice President, Municipal Credit Analyst, Investment Management
Brown Brothers Harriman


09-Jul-2016   09:15 a.m. - 12:15 p.m. [Completed]      
  HKSFA Private Wealth Seminar (Event Code: 160709S)
Guest(s) / Speaker(s) : Mr. Timothy Lo
Managing Director
CIC Investor Services Limited (A subsidiary of Crédit Industriel et Commercial, France)

Mr. Alan Luk
Head of Private Banking and Trust Services
Hang Seng Bank

Mr. Richard Otsuki
Senior Reporter
Asian Private Banker


06-Jul-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  Asian equities: search for alpha, not beta (Event Code: 160706LU)
Guest(s) / Speaker(s) : Mr. Herald van der Linde, CFA
Head of Equity Strategy, Asia-Pacific
Hong Kong and Shanghai Banking Corporation Ltd


24-Jun-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  Elegant Portfolio Discovery (EPD): Transparent & Precise Portfolio Decision Making (Event Code: 160624LU)
Guest(s) / Speaker(s) : Dr. Wing Cheung
CEO
Lattice Limited


21-Jun-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  Benchmark Investing: The Key to Portfolio Optimization? (Event Code: 160621LU)
Guest(s) / Speaker(s) : Mr. Marco Montanari
Managing Director
Head of Passive Asset Management, Asia Pacific
Deutsche Asset Management
Mr. Gary Li
Assistant Vice President
Exchange Traded Product Development and Structuring, APAC
Deutsche Asset Management


02-Jun-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  How to do the right thing even if no one is watching (Event Code: 160602LU)
Guest(s) / Speaker(s) : Michael G. McMillan, Ph.D., CPA, CFA
Director, Society Ethics Training
CFA Institute


28-May-2016   08:45 a.m. - 2:00 p.m. [Completed]      
  Advanced Investment Analytics & Reproducible Research with R - Module 4 (Event Code: 160528W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia


21-May-2016   08:45 a.m. - 2:00 p.m. [Completed]      
  Advanced Investment Analytics & Reproducible Research with R - Module 3 (Event Code: 160521W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia


04-May-2016   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  How to Analyse Healthcare Companies, Globally and in Asia (Event Code: 160504LU)
Guest(s) / Speaker(s) : Mr. Tony Ren, CFA, MBA

30-Apr-2016   09:10 a.m. - 12:40 p.m. [Full] [Waiting List]      
  HKSFA 5th Annual Hedge Fund Forum (Event Code: 160430S)
Guest(s) / Speaker(s) : Speakers / Panelist:
Mr. Avijit Choudhury
Executive Director
UBS

Mr. Scott D. Peterman, CFA
Partner
Jones Day

Mr. Brian Pohli
Director
CQS (Hong Kong) Limited

Panel Moderator:
Mr. Richard Harris
CEO
Port Shelter Investment Management