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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
13-Oct-2015   09:30 a.m. - 11:30 a.m. [Completed]      
  [RERUN, with updates] Securities Research Best Practice Workshop Series (Session 1) (Event Code: 151013W1)
Guest(s) / Speaker(s) : Mr. Jeremy Bolland
Independent securities research consultant
Author of Wiley's "Writing Securities Reserach - A Best Practice Guide"


26-Sep-2015   09:00 a.m. - 12:00 noon      
  Fraud Investigation in Hong Kong - A Four Part Training Course (Advanced Level) - Part 4 (Event Code: 150926W)
Guest(s) / Speaker(s) : Ms. Annie Chan
Managing Director of Forensic and Investigation Services
Mazars Hong Kong China

Mr. Kris Lee
Director of Operations
V&A International


25-Sep-2015   12:15 p.m. - 1:30 p.m. [Completed]      
  Diversifying Across Factors to Outperform in Asia (Event Code: 150925LU)
Guest(s) / Speaker(s) : Mr. Tim Gaumer, CFA
Director of Fundamental Research
Thomson Reuters


21-Sep-2015   12:15 p.m. - 1:30 p.m. [Completed]      
  New Studies on Funds’ Use of Options for Managing Volatility (Event Code: 150921LU)
Guest(s) / Speaker(s) : Mr. Matthew Moran
Vice President, Business Development
Chicago Board Options Exchange (CBOE)


19-Sep-2015   09:00 a.m. - 12:00 noon      
  Fraud Investigation in Hong Kong - A Four Part Training Course (Advanced Level) - Part 3 (Event Code: 150919W)
Guest(s) / Speaker(s) : Mr. Allen Ting
Former Chief Personal Data Officer
Office of the Privacy Commissioner for Personal Data, Hong Kong

Mr. Ian Christofis
APAC Professional Services Pre-sales
Pre-sales Solutions at Verizon Enterprise Solutions


17-Sep-2015   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  RMB Market Development – Positioned for Greater RMB Volatility (Event Code: 150917LU)
Guest(s) / Speaker(s) : Mr. Alexander Siu, CFA
Senior Vice President, Fixed Income and Currency Development
Hong Kong Exchanges and Clearings Limited (HKEx)


12-Sep-2015   09:00 a.m. - 12:00 noon      
  Fraud Investigation in Hong Kong - A Four Part Training Course (Advanced Level) - Part 2 (Event Code: 150912W)
Guest(s) / Speaker(s) : Mrs. Karen Joe Laidler
B.A., M.A., Ph.D. Calif. Davis
Professor of Sociology, Director of Centre of Criminology, University of Hong Kong

Mr. Edward Epstein
Managing Partner of Troutman Sanders, Shanghai Office
Partner of Troutman Sanders Solicitors and International Lawyers Hong Kong


07-Sep-2015   12:15 p.m. - 1:30 p.m. [Full] [Waiting List]      
  Valuation Hot Topics: Illiquid and Hard-to-Value Investments (Event Code: 150907LU)
Guest(s) / Speaker(s) : Cindy W. Ma, Ph.D., CFA

05-Sep-2015   09:00 a.m. - 12:00 noon      
  Fraud Investigation in Hong Kong - A Four Part Training Course (Advanced Level) - Part 1 (Event Code: 150905W)
Guest(s) / Speaker(s) : Mr. Gavin Shiu
Senior Assistant Director of Public Prosecutions
Department of Justice

Mr. Dmitri Hubbard
Regional Vice President
Large American Technology Company


01-Sep-2015   6:30 p.m. - 8:30 p.m. [Full] [Waiting List]      
  HKSFA / CFA Institute / HKU SPACE / CIMA / TMA Joint Forum: Hong Kong as a Major Offshore RMB Hub: What Does This Mean for You and Your Company? (Event Code: 150901S)
Guest(s) / Speaker(s) : Speaker
Mr. Jack Cheung
Chief Executive Officer
Treasury Markets Association

Dr. Aidan Goddard, FCMA, CGMA
Chairman, CIMA North Asia Regional Board and Hong Kong Branch Committee

Mr. Jimmy W.K. Jim, CFA
Immediate Past President and Advocacy Chair
The Hong Kong Society of Financial Analysts

Moderator
Mr. Larry Cao, CFA
Director of Content
CFA Institute