CFA Society Hong Kong (香港特許金融分析師學會) (“the Society”), is a non-profit organization founded in 1992 as The Hong Kong Society of Financial Analysts by a group of CFA Charterholders.
The Society shares the mission of CFA Institute in raising the professional and ethical standards of financial analysts and investment practitioners through our advocacy and continuing education efforts. In addition to promoting the CFA designation in Hong Kong, the Society aims to provide a forum for our members, CFA Institute, other investment practitioners and regulators for networking and the exchange of industry insights and best practices.
As of 30 June 2024, the Society has 6,011 members, and is the fifth largest member society of CFA Institute, which has more than 200,000 members across 160 markets. We are mostly run by member volunteers with the support of a team of full-time professional staff.
The Securities and Futures Commission (“SFC”) recognizes the CFA designation as an industry qualification for the licensing of Responsible Officers.
Vision
Mission
- To raise the standards of practice and uphold ethics in the financial services industry.
- To promote CFA® charter as the pre-eminent investment qualification.
- To provide a forum and be the leading voice for investment professionals.
Key Highlights
5
th
Largest Member Society
6000
+
Members
22
+
Events in FY2024
24
+
hours of CPT Training in FY2024
30
years
of Service
A Recognized Member Society
Over the years, the Society has received numerous awards from the CFA Institute and other professional organizations in recognition of our dedicated support and service to members and the broader community.
| Award | Year |
| "Outstanding Student Support Award" by HKU iCube | 2025 |
| "Marketing Excellence Award (APAC)" by CFA Institute | 2024 |
| "Investor and Financial Education Award (Public/Professional Body and NGO)" by The Investor and Financial Education Council (IFEC) | 2024 |
| "Most Outstanding Society in the over 1,000 members category" by CFA Institute | 2022 |
| "Financial Education Champion 2019" by The Investor and Financial Education Council (IFEC) | 2019 |
| "Strategic Initiatives: Deliver Member Value" by CFA Institute | 2018 |
| "Institutional Contribution for CFA Institute Asia-Pacific Research Exchange (ARX)" by CFA Institute | 2017 |
| "Global Passport Program Recognition – Most Attendees from Fellow Societies" by CFA Institute | 2017 |
| "Outstanding Fundraiser Award" by Oxfam Trailwalker | 2016 |
| "Most Outstanding Society Award (societies with over 1,000 members)" by CFA Institute | 2014 |
| "Outstanding Fundraiser Award" by Oxfam Trailwalker | 2015 |
| "Finance Fundraising Champion" by Oxfam Trailwalker | 2006 |
| "Finance Fundraising Champion" by Oxfam Trailwalker | 2002 |
Please see here to download The Articles of Association of CFA Society Hong Kong.