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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
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


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