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[Level I Session] Ready for Battle – Mock Exam (Feb 2026) (10 Jan 2026)
(CODE: 260110HL1-CAEX)
If you are preparing for the Feb 2026 CFA exam and have a desire for realistic exam practice in a simulated testing environment, our focused initiative “Ready for Battle – Mock Exam” presents the perfect opportunity for you!
In collaboration with UWorld, this event offers a unique opportunity for CFA candidates to engage a UWorld CFA mock exam with your fellow candidates. UWorld mock exams closely replicate the actual test in all aspects – format, question weighting, difficulty, and interface, thereby providing an accurate simulation.
In addition, our experienced Candidate Services Committee Members and Study Group Leaders, who are also CFA Charterholders, will dissect and analyse the mock questions with you to fortify your comprehension of the materials. Throughout the event, speakers will share intensive exam strategies and tips to help you pinpoint your strengths and weaknesses. This invaluable opportunity enables you to evaluate your exam readiness and gain priceless insights from industry professionals.
* Please note: This mock exam is for candidates who are currently Feb 2026 CFA Level I candidates.
Details of the Mock Exam:
Date: 10 January 2026 (Saturday)
Session for Level I exam: 2:30 PM – 5:30 PM
Venue: Room KB223, 2/F Knowles Building, Main Campus, The University of Hong Kong (HKU MTR Exit A2)
Fees: Complimentary
Language: English
Please bring your own stationery and laptop to the session. If you would like to access the Level I mock in advance, please refer to the steps here.
About the Speakers
Mr. Ivan Chan, CFA, FRM
Study Group Leader
Ivan has been passionately coaching study groups and is honored as an Outstanding Study Group Leader Awardee in 2024-25.
Currently being the Valuation and Risk Controller of a global bulge bracket investment bank, he is devoted to the independent price verification, valuation methodology assessment and models validation of credit, rates, hybrid and structured products in the bank's portfolio traded in Asian markets.
Specialized in quantitative finance, Ivan possessed 10 years of experience as the head of business enterprises, financial derivatives and intangible assets valuation at a professional consultancy firm, pioneering complex exotic valuations with algorithms and simulations.
Mr. Strauss Chu, CFA
Candidate Services Committee Member
Strauss is currently a member of the Candidate Service Committee and has led several study groups over the past two years. He has been a CFA Charterholder since 2023 and is now employed at an international firm that provides accounting services for hedge funds. He has nearly ten years of experience working in back offices for various asset management firms and fund administrators.
Dr. Francis Lau, CFA
Candidate Services Committee Member
Dr. Francis Lau is an active CFA member serving the Candidate Services and Career Development committees. He has over 22 years of experience in business planning, data analytics, financial modelling, management information, and risk management acquired from working for multinational analytics vendors, banks, consulting firms, and universities. Dr. Lau is also a recognized trainer in compliance, data science, financial markets, risk management, and sustainability. He has extensive exposures in developing and delivering academic and professional education programs for corporations, professional associations and universities.
Mr. Rock Li, CFA
Study Group Leader
Rock has been a Study Group Leader and a member of the Alternative Investments Special Interest Group at CFA Society Hong Kong since 2025 and 2024 respectively.
With his expertise in financial modelling and asset valuation, he is currently serving as Senior Manager at a Hong Kong-based boutique valuation firm, leading valuation engagements across business enterprises, equities, bonds, derivatives, structured products, and other alternative investments, with a focus on institutional clients such as VC/PE funds and family offices.
He is also one of the very few pioneers in the niche field of business valuation for land resumption matters, bringing rare insight into complex compensation and regulatory-driven assessments.
Passionate about advancing best practices in valuation, Rock is dedicated to sharing practical insights with the candidates.
About the Emcee
Mr. Zap Cheng, CFA
Candidate Services Committee Co-chair
Zap is one of the Co-Chair of Candidate Services Committee in CFA Society Hong Kong with solid experience as study group leaders to help the candidates to pass the CFA Exams in Level I, II & III.
Besides the CFA Chartered holder qualification, he is also a qualified accountant with a master degree focus on Corporate Finance.
With around 20 years professional experience in the industry. Currently, Zap is working in a global first-tier FinTech company.
His duties mainly focus and in charge of the design, implementation and enhancement of miscellaneous compliance, financial reporting, valuation, liability modelling system.
Sector and regional coverage: insurance & banking sector in APAC & EMEA region.
Remarks
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Your event registration will be considered invalid if you are not a Feb 2026 CFA Level I exam candidate.
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An email confirmation will be sent to registrants upon successful online registration.
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If you did not receive the confirmation email within a few minutes of signing up, please check your Junk Mail.
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Limited seats are available for the mock exam. The registration is on first-come-first-served basis.
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If you are unable to attend, please inform the Society at your earliest convenience so that the seat may be offered to another interested participant. Failure to attend without providing prior notice to the Society may impact your eligibility to register for or participate in future Society events.
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Event reminders will be sent out 1 day before the event. If you did not receive the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong (the “Society”) to confirm their reservations.
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Please arrive at the venue 5-10 minutes in advance of the session start time. The event will start promptly at the designated time.
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Should there be any changes to the event dates and other arrangements, we will notify registrants via email or phone. Notices will also be posted on the Society’s website. Please stay tuned for further announcements.
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The Society reserves the right to change the format, date, or speakers of the event due to unforeseen circumstances without prior notice.
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In case of dispute, the Society reserves the right of final decision, and no further correspondence will be entertained.
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Enquiry: candidate@cfahk.org / +852 2521 2543
Personal Information Collection Statement
- Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.
- CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
- The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
