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 Professio

nal 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.

【Welcome to the CFA Society Hong Kong Community】A warm welcome to all the new members who joined CFA Society Hong Kong b...
18/06/2026

【Welcome to the CFA Society Hong Kong Community】

A warm welcome to all the new members who joined CFA Society Hong Kong between March and May 2026! We are thrilled to have you join our dynamic, ever-growing community of investment professionals.

As part of your membership, you now have access to an exclusive suite of benefits designed to accelerate your career and expand your network:

📖 Continuous Learning: Enjoy discounted attendance at CPT-certified seminars and exclusive, invitation-only networking events. 🔗 https://tinyurl.com/yc697b9f

🎁 Career & Lifestyle Perks: Take advantage of special member discounts on professional development, postgraduate scholarships, industry publications, and lifestyle offers. 🔗 https://tinyurl.com/y5zmksc9

💰 Exclusive Access: Benefit from preferential pricing for upcoming CFA Society Hong Kong symposiums and flagship networking events (stay tuned for details!).

We look forward to connecting with you at our upcoming activities and supporting your professional journey every step of the way!

【Connect Over Markets: An Evening with CFA Society Hong Kong & The Hong Kong Institute of Directors】 👉👉 Join waiting lis...
17/06/2026

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

👉👉 Join waiting list via our website 🔗 https://tinyurl.com/4vn4rauf

CFA Society Hong Kong, in collaboration with The Hong Kong Institute of Directors 香港董事學會 (HKIoD), invites you to an exclusive networking drinks evening at the HKIoD office.

Kick off the evening with welcome remarks from both organizations, highlighting our shared commitment to professional excellence and thought leadership. This will be followed by a market sharing session by Mr. Wisely Ngai, CFA, Executive Director of the Society, who will provide valuable insights into the global market outlook and evolving investment trends.

Unwind and connect with fellow members over drinks and light refreshments while expanding your network, exchanging ideas, and strengthening cross‑industry connections!

📅 8 July 2026 (Wednesday)
⏰ 6:30 PM – 8:00 PM
📍 The Hong Kong Institute of Directors (2104, Shanghai Industrial Investment Building, 48 Hennessy Road, Wan Chai, Hong Kong)

17/06/2026

【Outstanding Volunteer Awards Q1 2026】

At CFA Society Hong Kong, our volunteers are the driving force behind everything we do. Thanks to their unwavering commitment, deep industry expertise, and generosity with their time, we are able to bring impactful programs to life and continuously elevate our community.

Please join us in congratulating and celebrating the incredible contributions of our four awardees for the first quarter of 2026!

(in alphabetical order by surname)
🏆 Keith Lee, CFA, Managing Director, APAC Head of Securities Finance & Borrow at Tiger Brokers Hong Kong
🏆 Dickson Man, CFA, Executive Director of Leonteq Securities
🏆 Joyce Ng, Chief Executive Officer of CUHK Innovation Limited
🏆 Derek Wong, CFA, Senior Manager, Climate Change Scenario Analysis at HSBC

👉👉 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

【The Myth in Leveraged & Inverse ETFs – Member Networking Event】 👉👉 Register via our website 🔗 https://tinyurl.com/2vppj...
16/06/2026

【The Myth in Leveraged & Inverse ETFs – Member Networking Event】

👉👉 Register via our website 🔗 https://tinyurl.com/2vppjvpz

Join us for a truly special, members-only evening with CFA Society Hong Kong at The Macallan House, where thought leadership meets a unique sensory journey.

Under the theme “The Myth of Leveraged & Inverse ETFs,” industry experts from Direxion will share valuable insights into how these instruments function and have evolved, offering practical perspectives for navigating today’s investment landscape.

Members will also be taken on The Macallan Sensorial Journey, exploring the brand’s rich heritage through a curated whisky tasting workshop. Drinks and canapés will be served throughout the evening, providing a relaxed environment for members to connect, exchange insights, and engage in meaningful discussions on investment opportunities and applications.

📅 23 June 2026 (Tuesday)
⏰ 6:00 PM – 8:00 PM
📍 The Macallan House (G/F-3/F, 1 Stanley Street, Central, Hong Kong)
💰 HK$50 (CFA Society Hong Kong members only)

15/06/2026

CFA Society Hong Kong offers platforms and opportunities for members to expand their professional circles and meet industry peers outside the workplace.

In our interview with Chien Yi Teo, CFA, Vice President of Wealth at a multinational banking group, she shares her personal journey from Malaysia to Hong Kong, and explained how being a member of the Society has helped her plug into the local finance community in Hong Kong.

👉👉 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

【Build Career Momentum With Associate Membership】👉👉 Join us and be a part of our vibrant finance community 🔗 https://tin...
12/06/2026

【Build Career Momentum With Associate Membership】

👉👉 Join us and be a part of our vibrant finance community 🔗 https://tinyurl.com/3yhwp7yy

CFA Society Hong Kong and CFA Institute introduced a new non-voting membership class, Associate Membership, to broaden access to the CFA community while upholding the highest standards of ethics and professionalism.

Benefits of Associate Membership:
✅ Connect with the Society’s local community and networking opportunities
✅ Access to continuing education and thought leadership insights
✅ Early exposure to diverse career pathways

Eligibility:
📌 Current or past participation in a CFA Institute education program (CFA Program, CIPM Program, or any other Certificate)

【CFA Control Room Alumni Network】 👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfajOur most recent article, “短期波動難...
11/06/2026

【CFA Control Room Alumni Network】

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

Our most recent article, “短期波動難免 亞洲股市長線基礎依然穩健” (Asian Markets: Short-Term Volatility, Solid Long-Term Foundations), by Wilfred Sit, CFA, Chief Investment Officer Equity, Asia Pacific at Allianz Global Investors, has just been published on MetroFinance.Biz (Metro Broadcast 新城廣播有限公司)!

In this insightful piece, Wilfred discusses how rising geopolitical tensions and oil prices have increased market volatility and prompted investors to reassess asset allocation. Despite these near-term headwinds, he underscores that Asia’s long-term investment fundamentals remain resilient due to innovation-driven growth and governance improvements in key Asian markets.

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!

【Ready for Battle – Mock Exam (Level I, Aug 2026)】 👉👉 Register via our website 🔗 https://tinyurl.com/5tvf3mf5Registratio...
10/06/2026

【Ready for Battle – Mock Exam (Level I, Aug 2026)】

👉👉 Register via our website 🔗 https://tinyurl.com/5tvf3mf5

Registration is now open for our upcoming "Ready for Battle – Mock Exam" workshop, tailored for the CFA Level I August 2026 cohort.

Under the collaboration between CFA Society Hong Kong and UWorld Finance, this workshop will make use of a customized mock exam exclusive for this occasion. Our volunteers of the Candidate Services Committee, all experienced CFA charterholders, hand-picked the questions based on their experience to pinpoint exam candidates’ common errors in accordance with the exam weighting, with 40 multiple-choice questions covering 10 topics in one hour.

During the workshop, a panel of experienced Study Group Leaders and CFA charterholders will also lead a comprehensive review and deep-dive analysis of the mock exam questions: Strauss Chu, CFA | Channing Song, CFA | Dr. KP Wat, CFA | Kelvin Wong, CFA

Their expert insights will not only reinforce your understanding of the core curriculum but also equip you with proven exam strategies and techniques, enabling you to identify your strengths and pinpoint areas requiring further review.

📅 18 July 2026 (Saturday)
⏰ 2:30 PM – 5:30 PM
📍 Room KB223, 2/F Knowles Building, The University of Hong Kong
💰 Free of Charge

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

【CFA Society Hong Kong & Mensa Hong Kong Joint Networking Drinks】 CFA Society Hong Kong was delighted to co-host a recen...
09/06/2026

【CFA Society Hong Kong & Mensa Hong Kong Joint Networking Drinks】

CFA Society Hong Kong was delighted to co-host a recent exclusive joint networking drinks event with Mensa Hong Kong. The evening brought together a vibrant community of professionals to exchange ideas, perspectives, and meaningful connections.

Mr. Wisely Ngai, CFA, Executive Director of the Society, kick-started the evening with an introduction to our mission. This was followed by Ms. Sylvia Lee, Chairman, and Mr. Frank Fan, Vice-Chairman of Mensa Hong Kong, who shared insights into their organization and its unique membership community.

Overall, it was a memorable evening filled with lively conversations over drinks and light refreshments. Our heartfelt gratitude goes to Mensa Hong Kong for this wonderful partnership, and to all the members who joined us to make the evening such a success!

👉👉 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

08/06/2026

Attaining the CFA charter unlocks far more for your career than the letters in your email signature. Being a member of CFA Society Hong Kong connects you to a vibrant community of like-minded professionals, exclusive networking opportunities, and continuous learning programs that keep you ahead of the curve.

In this year’s “My CFA Charter Story with CFA Society Hong Kong” series, we sat down with four industry veterans and active Society members from diverse backgrounds to discuss their personal journeys, insights, and how this community has fueled their professional growth: Chien Yi Teo, CFA | Ricky Chui, CFA | Samuel Chan, CFA | Tim Chan, CFA

Stay tuned as we unveil their unique journeys over the coming weeks! 🎬

👉👉 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

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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