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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
11-Mar-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Excel For Data Analysis (Event Code: 160311W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


10-Mar-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Corporate Valuation Methodologies: Fundamental & Relative Valuation Approaches (Event Code: 160310W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


09-Mar-2016   08:45 a.m. - 5:00 p.m. [Completed]      
  Advanced Financial Analysis Series - Advanced Financial Modelling – Core Model (Event Code: 160309W)
Guest(s) / Speaker(s) : Mr. Hamilton Lin, CFA
President
Wall St. Training


02-Mar-2016   6:45 p.m. - 8:30 p.m. [Completed]      
  Interest Rates and their Impact on Style (Event Code: 160302S)
Guest(s) / Speaker(s) : Dr. Peter Hopkins
Chief Operating Officer
Style Research Enterprise


29-Feb-2016   12:30 p.m. - 1:30 p.m. [Completed]      
  Common Reporting Standard: Why it Matters for 2016? (Event Code: 160229LU)
Guest(s) / Speaker(s) : Ms. Candy Chan, CPA
Tax Principal
International Tax and M&A Services
Deloitte China

Mr. Patrick Yip, CPA
National M&A Leader
National Financial Services Tax Leader
Deputy Tax Managing Partner
Deloitte China


19-Feb-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  The End of Banking and Corporate Conglomerates? (Event Code: 160219LU)
Guest(s) / Speaker(s) : Mr. Paul Schulte
Chairman, Schulte Research
Visiting Scholar, The University of Hong Kong and Hong Kong University of Science and Technology MBA Programs
Senior Fellow, The Fletcher School, Tufts University


30-Jan-2016   08:45 a.m. - 1:00 p.m. [Completed]      
  [RERUN] Investment Analytics & Data Visualization with R - Module 3 (Event Code: 160130W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia


28-Jan-2016   12:15 p.m. - 1:30 p.m. [Completed]      
  Asian Region Funds Passporting – An Update (Event Code: 160128LU)
Guest(s) / Speaker(s) : Mr. Stewart Aldcroft
Chief Executive Officer, CitiTrust Limited, Hong Kong
Senior Advisor, Investor Services, Asia Pacific
Citi Markets and Securities Services


23-Jan-2016   08:45 a.m. - 1:00 p.m. [Completed]      
  [RERUN] Investment Analytics & Data Visualization with R - Module 2 (Event Code: 160123W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia


22-Jan-2016   4:00 p.m. - 6:00 p.m. [Full]      
  HKSFA / CFA Institute / HKIRA / HKU SPACE Joint Seminar – “How should capital markets participants react to abnormal market volatility?” (Event Code: 160122S)
Guest(s) / Speaker(s) : Panel Speakers
Dr. Eva Chan
Chairman
Hong Kong Investor Relations Association (HKIRA)

Mr. Eric Chiang, CFA
Executive Director
Major Investment Bank

Mr. Franki Chung, CFA
Chief Investment Officer
MEAG HK
(Director, The Hong Kong Society of Financial Analysts)

Ms. Lucia Kwong, CFA
Senior Research Analyst
NF Trinity Capital

Mr. Alan Lok, CFA
Director, Capital Markets Policy
CFA Institute