Overview

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

To be Hong Kong’s leading investment professional body.
 

Mission

  1. To raise the standards 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

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.