Non members : To receive news from HKSFA
Please register here
Forgot password
Membership Profile and Membership Types

Membership Profile

•  Current Membership of HKSFA is 6,548 (as at 31 May 2017)

•  CFA Charterholder - 97.3%
 
There are three classes of Members in The Hong Kong Society of Financial Analysts : Regular Members, Affiliate Members and Associate Members.

Regular Members must meet the following requirements to be considered for membership :

1.  Have a bachelor's degree from an accredited academic institution or equivalent education or work experience.

2.  Have either :
  •  Four years of acceptable professional work experience and have passed the Chartered  Financial Analyst Examination Level 1
  •  Four years of acceptable professional work experience and passed a self-administered  ethics examination according to a format established and approved by the Board of  governors of CFA Institute.
  • Be a CFA Institute current member in good standing.
Regular members have the right to stand for election to the HKSFA Board of Directors.
 
Affiliate Members must meet the following requirements to be considered for membership :

Have at least one year of acceptable professional work experience.

No person shall become a Member of the Society unless he/she has signed the Member's agreement, the Member's Professional Conduct Statement and any additional documentation requested by CFA Institute, which attest, amongst other things, that the Member has carefully read the Code of Ethics and Standards of Professional Conduct and has agreed to abide by the Code and Standards and has disclosed fully any prior violation and pending regulatory or other proceedings relating to his/her conduct.

Associate Members must meet the following requirements to be considered for membership :

Must have a bachelor's degree from an accredited academic institution or equivalent education and also must have one year's acceptable professional work experience.

The work experience required must be related to financial investment process.  In general, the individual is expected to contribute to the financial analysis of company, securities analysis, portfolio analysis, investment management, industry as well as economic analysis.  In addition, those who are directly related to the supervision as well as the teaching of the above activities are also qualified for the application.

Associate Members must adhere to all applicable rules and regulations, including the Society's Articles of Association, the Society Code & Standards, and other rules relating to professional conduct.

Student Associates must be full time students of one of hte universities in Hong Kong.

To be a Student Associate, he/she shall adhere to all applicable rules and regulations, including the Society's Articles of Association, the Society Code & Standards, and other rules relating to professional conduct, and pay annual subscription.  For renewal by May/June, the Student Associate must be a full time university student.