CFA Society Hong Kong

CFA Society Hong Kong The financial industry is characterized by rapid change and continuous innovation.

CFA Society Hong Kong is a non-profit organization founded in 1992, sharing the mission of CFA Institute in raising the professional and ethical standards of financial analysts and investment practitioners. In a changing technical and professional environment, practitioners engaging in regulated activities in Hong Kong should regularly update their knowledge and skills through Continuous Professional Training (“CPT”) to maintain their professional competence. The Society is recognized by the Securities and Futures Commission (“SFC”) as an institution for providing Continuous Professional Training (“CPT”). Continuing Education programs and seminars organized by CFA Society Hong Kong qualify for CPT hours.

【Study Group for February 2027 CFA Exams】 👉👉 The CFA Society Hong Kong study group for February 2027 CFA exam (Levels I...
15/09/2026

【Study Group for February 2027 CFA Exams】

👉👉 The CFA Society Hong Kong study group for February 2027 CFA exam (Levels I and III) is now open for application until 6 October 2026. 🔗 https://forms.cloud.microsoft/r/hbDkg1Micg

Completing the CFA exam requires more than sharp technical skills. It demands relentless dedication, a structured routine, and strategic ex*****on. Gain an edge on exam day with our dedicated CFA Exam Study Groups.

✅ Mentorship by Charterholders: Tap into the firsthand insights of successful CFA charterholders who know what it takes to pass.
✅ Actionable Exam Strategies: Receive tailored guidance to optimize your study habits and maximize your progress.
✅ Peer Accountability: Collaborate with a focused cohort of candidates working toward the same milestone.

Prepare for your upcoming exam alongside ambitious peers and turn an intimidating journey into a shared success!

🎥 With the support of the Candidate Services Committee, the Society has produced a video about its study groups. 🔗 https://youtu.be/wp2xO-6kUDA

【IFRS 18: A New Lens on the Income Statement】 👉👉 Register via our website 🔗 https://tinyurl.com/mr3brt7xCFA Society Hong...
14/09/2026

【IFRS 18: A New Lens on the Income Statement】

👉👉 Register via our website 🔗 https://tinyurl.com/mr3brt7x

CFA Society Hong Kong is pleased to welcome Nick Anderson, Board Member at the International Accounting Standards Board (IASB), for an insightful update on 18 Presentation and Disclosure in Financial Statements.

Key Takeaways
📌 A new structure for the income statement, designed to improve comparability;
📌 New required subtotals, including operating profit or loss;
📌 Clearer disclosures about management-defined performance measures, EBITDA and other commonly used measures;
📌 Better grouping and labelling of information in the financial statements and notes;
📌 IASB materials that can support investor engagement with companies during implementation.

Representatives from the Hong Kong Institute of Certified Public Accountants (HKICPA) will also share local insights, including key findings from research on the potential impact of IFRS/HKFRS 18 on a sample of Hong Kong listed entities alongside implementation support resources.

📅 14 October 2026 (Wednesday)
⏰ 12:30 PM – 1:30 PM
📍 CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
✏️ 1 CPT Hour
💰 HK$100 (CFA Society Hong Kong members) / HK$300 (Non-members)

【Last Call – AI x FinTech Symposium 2026】👉👉 Register now before tickets sell out! 🔗 https://tinyurl.com/5c9tx32xWe are t...
11/09/2026

【Last Call – AI x FinTech Symposium 2026】

👉👉 Register now before tickets sell out! 🔗 https://tinyurl.com/5c9tx32x

We are thrilled to announce that the AI x FinTech Symposium 2026 is proudly supported by industry-leading innovators. A heartfelt thank you to our generous sponsors, Wonderful and WYNI Technology Limited, and to PwC for hosting us in their incredible space. We look forward to a successful event thanks to their generous contributions!

Whether you want to know how leading funds are using AI across asset classes, how to evaluate the AI investment thesis from venture to public equities, how agentic workflows will change your own desk, or how far institutional adoption of digital assets and RWAs has actually come, this symposium is built for you.

Speakers:
📌 Dr. Alvin Ho, CFA, President, CFA Society Hong Kong
📌 David Ching, CFA, Vice President, CFA Society Hong Kong
📌 Kevin Kwan, CFA, Head of Data Science, Bloomberg Enterprise Data
📌 Douglas Chan, Deputy Executive Chairman, Hong Kong Artificial Intelligence Industries Association (HKAIIA)
📌 Michael Chan, Managing Partner, 3C AGI Partners
📌 Bryan Chik, CFA, FRM, Director, Data Science, BlackRock
📌 Didier Zheng, VIP Client Lecturer, Futu Securities
📌 Alice Wong, CFA, Executive Director, CFA Society Hong Kong
📌 Erik Chan, Consulting Partner, PwC Hong Kong
📌 Tom Ho, AI Deployment Strategist and Product Lead, Wonderful
📌 Winnie Leung, Founder, WYNI Technology Limited
📌 Haozhe Wu, Creator of Vibe-Trading and PhD Researcher, HKU Data Intelligence Lab
📌 Brooksley Kang, Head of Digital Asset, Alētheia Capital
📌 Evan Auyang, Group President, Animoca Brands
📌 Marco Chung, Head of Business Development, APAC and Middle East, NYSE
📌 Ethan Wang, CEO, HK, LTP

📅 17 September 2026 (Thursday)
⏰ 2:30 PM – 6:30 PM (reception starts at 2:00 PM)
📍 PwC Conference Centre, 21/F, Edinburgh Tower, The Landmark, 15 Queen's Road, Central, Hong Kong
💰 HK$150 (FY2027 Society Members) / HK$300 (Non-members)

【Final Battle Prep – Level III Essay Seminar and Mock Exam (Aug 2026)】Our recent “Final Battle Prep” workshop brought to...
11/09/2026

【Final Battle Prep – Level III Essay Seminar and Mock Exam (Aug 2026)】

Our recent “Final Battle Prep” workshop brought together over 50 CFA Level III candidates preparing for the final hurdle of the CFA Program.

The session featured a deep dive into the Level III essay section and practical techniques for dissecting complex questions. Candidates then tackled a targeted mock exam designed to highlight frequent question types and effective problem-solving strategies.

A huge thank you to our Candidate Services Committee volunteers who hosted the session and shared their invaluable exam tips: Zap Cheng, CFA | Dr. Francis Lau, CFA | Benjamin Xu, CFA. Special shoutout to Sindy Leung, CFA, Eric Li, CFA, Vivek Nittala, CFA and Kelvin Wong, CFA for curating the custom mock exam, and Dr. K.P. Wat, CFA for managing event logistics.

We wish all candidates the best of luck on the upcoming exam and look forward to celebrating with you at the Awards Night 2026!

👉👉 Enjoy UWorld Finance’s complimentary exam resources and exclusive partnership discount on exam review materials. Please visit Society website for more information.

The Society’s services and support to exam candidates 🔗 https://tinyurl.com/2p9k459n

【Ready for Battle - Mock Exam (Level I, Nov 2026)】 👉👉 Register via our website 🔗 https://tinyurl.com/mpc78cc5The next co...
10/09/2026

【Ready for Battle - Mock Exam (Level I, Nov 2026)】

👉👉 Register via our website 🔗 https://tinyurl.com/mpc78cc5

The next cohort of the CFA Level I exam this November is just two months away. CFA Society Hong Kong has partnered with UWorld Finance to test your exam readiness before the big day at our upcoming “Ready for Battle - Mock Exam” workshop!

This workshop features a custom 1-hour mock exam with 40 hand-picked multiple-choice questions. Every question is mapped directly to official topic weightings and intentionally selected to expose the most common traps and errors candidates fall into.

Our volunteers from the Candidate Services Committee, all experienced CFA charterholders, will then lead an intensive, line-by-line review. You will walk away with deep conceptual clarity, practical time-management strategies, and a clear roadmap of exactly where to focus your remaining study hours.

📅 10 October 2026 (Saturday)
⏰ 2:30 PM – 5:30 PM
📍 KKLG109, LG 1/F, K.K. Leung Building, The University of Hong Kong
💰 Free of Charge

(This mock exam is exclusively for candidates registered for the November 2026 CFA Level I exam. Please visit our website for further details.)

【Connect Over Markets: An Evening with CFA Society Hong Kong & The Hong Kong Institute of Directors】Thank you to everyon...
09/09/2026

【Connect Over Markets: An Evening with CFA Society Hong Kong & The Hong Kong Institute of Directors】

Thank you to everyone who joined us for our previous "Connect Over Markets" networking event! It was a fantastic evening of networking, knowledge sharing, and cross-disciplinary exchange.

A huge thank you to our co-host partner, The Hong Kong Institute of Directors 香港董事學會 (HKIoD), for collaborating with us to connect corporate directors and investment professionals. Our sincere appreciation also goes to Miriam Yee, Chief Business Officer & Head of Training at HKIoD, for introducing their professional training and director development programmes while highlighting the importance of continuous leadership.

Special courtesy to Wisely Ngai, CFA, Executive Director of CFA Society Hong Kong, for delivering a thought-provoking review of the H1 2026 financial markets and sharing a valuable forward-looking outlook for H2. Thank you all for contributing to such an engaging and impactful event!

👉👉 Don’t miss out on the exclusive benefits and events we have planned. Renew your CFA Society Hong Kong membership today or join us now if you haven’t yet to stay connected, informed, and ahead in your professional journey. 🔗 https://tinyurl.com/3y6une53

We were delighted to attend the recent MSc in Finance Orientation at The Chinese University of Hong Kong 香港中文大學 - CUHK!K...
08/09/2026

We were delighted to attend the recent MSc in Finance Orientation at The Chinese University of Hong Kong 香港中文大學 - CUHK!

Kerr P**n, CFA, Executive Director, and Matthew Chan, Managing Director of CFA Society Hong Kong, were invited to introduce the Society, our mission and values, the benefits of engaging with Hong Kong's investment professional community, and the opportunities available through Associate Membership and our various university collaboration initiatives across Hong Kong and Macau.

A special congratulations to the two MSc in Finance students who were awarded scholarships by CUHK through an exclusive collaboration with the Society. It was encouraging to see such strong interest from students who are keen to expand their professional networks, develop their careers, and engage more closely with the finance industry.

We look forward to deepening our collaboration with CUHK Business School, continuing to nurture the next generation of finance professionals, and shaping the future of finance in Hong Kong together!

【Future-Proof Your Career – Are you invisible in the job market?】We were thrilled to host over 50 aspiring professionals...
07/09/2026

【Future-Proof Your Career – Are you invisible in the job market?】

We were thrilled to host over 50 aspiring professionals and industry veterans at our recent "Future-Proof Your Career" event, all eager to gain practical strategies for navigating their next career move.

Our esteemed speaker, Charles Caldwell, Chief Coaching Officer of CCE International Admin Group and a veteran executive coach with over 35 years of HR advisory experience, shared invaluable insights on thriving in today's job market. Key takeaways from his session include:

1️⃣ Use AI tools to polish and refine your CV and cover letters, but always edit out AI-generated clichés and stylistic markers to maintain genuine authenticity.

2️⃣ Adopt a hybrid CV format to ensure your key achievements stand out to both Applicant Tracking Systems (ATS) and hiring managers.

3️⃣ Maintain a consistent presence on LinkedIn by sharing original content and engaging in thoughtful discussions to build long-term professional visibility.

We wish all our participants the best with their future career plans and trust everyone walked away with actionable insights from this enlightening session!

👉👉 Don’t miss out on the exclusive benefits and events we have planned. Renew your CFA Society Hong Kong membership today or join us now if you haven’t yet to stay connected, informed, and ahead in your professional journey. 🔗 https://tinyurl.com/3y6une53

【A Convergence of AI and FinTech Visionaries】👉👉 Register via our website while seats are still available! 🔗 https://tiny...
04/09/2026

【A Convergence of AI and FinTech Visionaries】

👉👉 Register via our website while seats are still available! 🔗 https://tinyurl.com/5c9tx32x

This year’s "AI x FinTech Symposium 2026" brings together a high-caliber lineup of senior practitioners from leading asset managers, hedge funds, global banks, technology firms, and digital asset institutions.

Whether you want to know how leading funds are using AI across asset classes, how to evaluate the AI investment thesis from venture to public equities, how agentic workflows will change your own desk, or how far institutional adoption of digital assets and RWAs has actually come, this symposium is built for you.

Venue Support: PwC

Speakers:
📌 Dr. Alvin Ho, CFA, President, CFA Society Hong Kong
📌 David Ching, CFA, Vice President, CFA Society Hong Kong
📌 Kevin Kwan, CFA, Head of Data Science, Bloomberg Enterprise Data
📌 Douglas Chan, Deputy Executive Chairman, Hong Kong Artificial Intelligence Industries Association (HKAIIA)
📌 Michael Chan, CFA, Managing Partner, 3C AGI Partners
📌 Bryan Chik, CFA, FRM, Director, Data Science, BlackRock
📌 Didier Zheng, VIP Client Lecturer, Futu Securities
📌 Alice Wong, CFA, Executive Director, CFA Society Hong Kong
📌 Erik Chan, Consulting Partner, PwC Hong Kong
📌 Tom Ho, AI Deployment Strategist and Product Lead, Wonderful
📌 Winnie Leung, Founder, WYNI Technology Limited
📌 Haozhe Wu, Creator of Vibe-Trading and PhD Researcher, HKU Data Intelligence Lab
📌 Brooksley Kang, Head of Digital Asset, Alētheia Capital
📌 Evan Auyang, Group President, Animoca Brands
📌 Marco Chung, Head of Business Development, APAC and Middle East, NYSE
📌 Ethan Wang, CEO, HK, LTP

📅 17 September 2026 (Thursday)
⏰ 2:30 PM – 6:30 PM (reception starts at 2:00 PM)
📍 PwC Conference Centre, 21/F, Edinburgh Tower, The Landmark, 15 Queen's Road, Central, Hong Kong
💰 HK$150 (FY2027 Society Members) / HK$300 (Non-members)

【CFA Control Room Alumni Network】 👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfajOur newest article, “解析香港聯合家族辦公...
03/09/2026

【CFA Control Room Alumni Network】

👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfaj

Our newest article, “解析香港聯合家族辦公室新浪潮：政策紅利、科技賦能與資本新局” (Decoding the New Wave of Multi-Family Offices in Hong Kong: Policy Tailwinds, Technology Enablement, and a New Capital Landscape), by Dickson Man, CFA, Vice Chair of Media Committee of CFA Society Hong Kong, and Executive Director of Leonteq, has just been published on MetroFinance.Biz (Metro Broadcast 新城廣播有限公司)!

Dickson examines how Hong Kong's MFO sector is entering a new phase of growth, driven by favourable policy developments, evolving client expectations, and accelerating technology adoption. It also highlights the increasing importance of hybrid service models, digital transformation, AI-powered operational efficiencies, and institutional-grade talent and governance in shaping the future of the industry.

About CFA Control Room:

CFA Control Room (CFA指揮室) is our public awareness program, consisting of interviews with seasoned practitioners in the finance industry. The program has been offered in collaboration with Metro Finance (新城財經台) and Hong Kong Economic Journal (信報財經新聞 hkej.com) since 2014. CFA Control Room Alumni Network is formed by past speakers and dedicated volunteers of CFA Control Room. Together, we are committed to promoting investor education and making a difference in our community!

Address

14th Floor, Bank Of Dongguan Tower, 136 Des Voeux Road Central
Hong Kong

Opening Hours

Monday 09:00 - 17:30
Tuesday 09:00 - 17:30
Wednesday 09:00 - 17:30
Thursday 09:00 - 17:30
Friday 09:00 - 17:30

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