Sharing by the HKIB on integrating the CFA Institute Certificate in ESG Investing into the HKMA Enhanced Competency Framework on Green and Sustainable Finance

In supporting capacity building and talent development for banking professionals, the Hong Kong Monetary Authority (HKMA) worked together with the banking industry to introduce an industry-wide competency framework – “Enhanced Competency Framework (ECF) for Banking Practitioners”.

With reference to HKMA guidance material, the ECF on Green and Sustainable Finance aims to:

1. develop a sustainable talent pool of GSF talent for the banking industry; and
2. raise the professional competence of practitioners who are performing functions related to GSF in the banking industry.

In this webinar, representatives from the Hong Kong Institute of Bankers (HKIB) will provide an insightful sharing on the related Professional Qualification Programmes offered by HKIB. In particular, the sharing will cover how certain holders of CFA Institute Certificate in ESG Investing may be eligible to apply for modular exemptions within the ECF on Green and Sustainable Finance programme to chart pathways towards obtaining relevant designations, integrating such certificate holders into the ECF framework. 

Following that, CFA Society Hong Kong will highlight ESG related initiatives carried out by their various committees, and CFA Institute will briefly introduce the new Climate Risk, Valuation and Investing Certificate.

About the Speaker

Simon Wang
Professional Competence Development
Hong Kong Institute of Bankers

Simon is a senior member within the Professional Competence Development department of the Hong Kong Institute of Bankers.  This department is responsible for the Professional Qualification Programmes (PQP) offered by the HKIB, including related to the Certified Banker as well as Enhanced Competency Framework training programmes.  Along with the other teams of the HKIB, the Professional Competence Development department helps to support capacity building of the Hong Kong banking industry, to set a recognised qualification benchmark as well as to support the long-term talent development of the banking industry.    The team’s roles include programme design, implementation, related operational aspects, engagement with industry practitioners and strategic external partners on the PQP programmes. 

Simon has prior experience in frontline client coverage roles in commercial, institutional and investment banking.  He spent more than 4 years at a Hong Kong financial regulator and previously worked at a financial regulatory compliance consulting firm. 

He has obtained a Bachelor of Arts in Economics degree as well as a Master of Business Administration degree.

Janet Li, CFA
Society Secretary and Executive Director

Janet Li is the Chief Executive Officer of BEA Union Investment. Prior to joining BEA Union Investment, she was the Wealth Business Leader for Asia and a Partner at Mercer, where she led the Retirement and Investment business of the firm in the region. Throughout her over 20 years’ investment consulting career, she worked closely with institutional clients and platforms on their portfolios, and across diverse types of asset classes ranging from public to private markets investments.

Janet is currently serving as the Chairperson of the Executive Committee of the Hong Kong Retirement Schemes Association (HKRSA). She is also a Member of the Human Capital Committee of the Financial Services Development Council (FSDC). She is an Adjunct Associate Professor of The Faculty of Business and Economics at The University of Hong Kong.

Janet graduated with Bachelor Degree of Economics and Finance from the University of Hong Kong and is a CFA charterholder.

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Remarks

• This webinar is a complimentary event.
• This webinar is not eligible for CPT hours.
• The event will be conducted in English.
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
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