Overview

CFA Society Hong Kong (香港特許金融分析師學會) (“the Society”) is a non-profit organisation 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 2021, the Society has 6,661 members, and is the fourth largest member society of CFA Institute, which has more than 170,000 members in 165-plus 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”) recognises the CFA designation as an industry qualification for the licensing of Responsible Officers.

Vision

To be Hong Kong’s leading investment professional body.

Mission

  1. To raise the standard of practice and uphold ethics in the financial services industry.
  2. To promote CFA® charter as the pre-eminent investment qualification.
  3. To provide a forum and be the leading voice for investment professionals.

Key Highlights

4

th

Largest Member Society

6600

+

Members

60

+

Events in FY2021

32

+

hours of CPT Training in FY2021 

29

years

of Service 

A Recognised Member Society

Over the years, the Society has received various awards from CFA Institute in recognition of the dedicated support and service we offer our members.

Award Year
Strategic Initiatives: Deliver Member Value 2018
Institutional Contribution for CFA Institute Asia-Pacific Research Exchange (ARX) 2017
Global Passport Program Recognition – Most Attendees from Fellow Societies 2017
Most Outstanding Society Award (societies with over 1,000 members) 2014

Please see here to download The Articles of Association of CFA Society Hong Kong.