Study Group Kick-off Gathering – For May 2025 (Levels I / II) Candidates
EVENT DETAILS
(CODE: 250121H-CAEX)
Although the CFA® journey might seem daunting, our Study Group Leaders and your fellow Study Groupmates are here to get you through.
We are delighted to have Peter Olinto, CFA, Global Lead Instructor from UWorld, to dissect and analyze practice questions with you, and Mr. Benjamin Xu, CFA, our Candidate Services Committee Member, who will be sharing his invaluable exam tips.
During the breakout session, you will get the opportunity to discuss difficult concepts and help refine your understanding of the exam materials with each other. Our Study Group Leaders who are also CFA Charterholders will help you stay motivated and on track for your studies. This is also an opportunity for you to socialize with your peers, making your study process more enjoyable and less stressful.
You will get everything you need to know to prepare for the 2025 CFA exam and tackle it with confidence.
If you have any questions in mind, you are encouraged to submit them during registration and our speakers will address them during the Q/A session.
In the meantime, watch the Video prepared by our Committee Members to learn more about the Candidate Services offered by CFA Society Hong Kong.
* Please note:
The kick-off gathering is for candidates who have (i) enrolled for the May 2025 Level I / II CFA exam, AND (ii) registered for the May 2025 Study Group (click HERE to join a Study Group on/before 7 Jan 2025).
Details of the Gathering:
Date : 21 Jan 2025, Tue
Time : 7:00 PM – 8:20 PM
Venue: CFA Society Hong Kong Office (14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central)
Fees : Complimentary
Language : English
Your event registration will be cancelled if you are not a May 2025 study group candidate.
If you do not receive the confirmation email within a few minutes of signing up, please check your Junk Mail.
About the Speaker:
Peter Olinto, CFA, J.D, CPA (inactive)
Global Lead Instructor, UWorld
Peter Olinto is a CFA Review Lead Instructor for UWorld and a CPA National Instructor for Becker. He’s a CPA, JD, and CFA, passing all four parts of the CPA and the first two levels of the CFA Program exam on his first attempts.
Peter began his teaching career in the areas of the SAT, LSAT, GMAT, and CPA, and he’s taught Levels I and II CFA Program classes in more than fifty cities around the world.
Before becoming a CPA and CFA exam review instructor, Peter Olinto worked at Ernst and Young as a tax attorney before he started his own law practice, where he did tax, real estate, and estate planning.
He has taught CPA and CFA Program Exam Review courses for over twenty years, and videos of him teaching the Level I CFA Program, Level II CFA Program, and/or CPA review classes have been used by more than 300 universities, hundreds of accounting and/or financial services firms, and more than 100,000 successful CFA and/or CPA candidates from all over the world.
About the Emcee:
Mr. Benjamin Xu, CFA
Candidate Services Committee Member
Benjamin is one of the members of candidate services committee in CFA Society Hong Kong with many years’ experiences in leading the study groups to pass the CFA Exams in terms of all the levels. Besides, he also serves as CFA exam grader and judge for Research Challenge (RC) Competition.
Besides CFA Charterholder, he is also a Member of Royal Institute of Chartered Surveyors (RICS), with a master’s degree specializing on Asset Management, and now pursuing second master’s degree focusing on ESG and Sustainability.
Professionally, he is also an Associate Director of the Business and Financial Instrument Valuation practice in Savills Valuation and Professional Services (China) Limited. He has more than 8 years’ experiences in business valuation, including company valuation, merger consideration allocation, intangible assets, and financial instrument appraisals, as well as modelling and review work for different industries and clients advise on valuations for purposes such as mergers and acquisitions, financial reporting, transactional, litigation use and internal reference.
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Remarks:
- This event is for candidates who have (i) enrolled for the May 2025 Level I / II CFA exam; AND (ii) registered for the May 2025 Study Group only.
- The email confirmation will be sent to registrants upon successful online registration.
- Event reminders will be sent out 1 day and 1 hour 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 to confirm their place.
- Please arrive at the venue 5 minutes in advance of the session start time. The event will start promptly at 7:00 PM.
- 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.
- Accept the terms of CFA Society Hong Kong. The terms are listed at: privacy-policy-20240308.pdf (cfasocietyhongkong.org) . Your personal data collected from the registration process will be used for the purpose of the administration of the event you are registered for.
- Should there be any changes to the event dates and other arrangements, we will notify participants via email or phone. Notices will also be posted on the Society’s website. Please stay tuned for further announcements.
- The Society reserves the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
- In case of dispute, the Society reserves the right of final decision, and no further correspondence will be entertained.
- Enquiry: candidate@cfahk.org / +852 2521 2543
