Committees

• Develop and expand candidate education services, such as high-impact study groups , mocks exams, and community events, with office and volunteer support.​
• Coordinate with University Outreach and Macau initiatives to engage students early, hosting info sessions and workshops at universities.
• Drive study group leader succession programs to sustain engagement, incorporating lessons on emotional support, career content, and transition strategies.​
• Manage multi-channel communications (email, social media, WhatsApp, events) to understand and address candidates' academic, emotional, career, and professional needs.
• Gather candidate feedback on CFA curriculum and exams for CFA Institute input, while liaising with providers (e.g. publishers, prep providers) for beneficial collaborations.
• Facilitate candidate-to-member pathways through membership transition support, university advisor handling, and CFA Charterholder networking events.

• Meeting at least every 2 months​.
• Ad hoc conference calls / meetings / email or Whatsapp communications​.
• Approximately 2-8 hours a month implementing ideas​.

Study Group Leaders support CFA candidates in Hong Kong and Macau through targeted education programs, fostering a holistic experience that covers academic preparation, emotional resilience, career development, and professional identity building. They play a key role in bridging study efforts to membership by strengthening candidate-to-member transitions via mentorship and networking.

• Act as a communication bridge between the Candidate Services Committee and candidates, delivering support, feedback, and insights from study groups.
• Share personal CFA exam experiences and guide candidates in exam preparation, including leading sessions for mock exams in collaboration with Prep providers.
• Manage multi-channel communications (email, social media, WhatsApp, events) to understand and address candidates' academic, emotional, career, and professional needs.​

Leaders invest time flexibly to maximize candidate success and Society impact.

• Monthly (or suitable frequency per candidate group) meetups, including study sessions and Ready for Battle mocks.

• Develop and promote career development events/programs for volunteers, members, and potential members.
• Contribute ideas on programs, including but not limited to speaker recruitment.
• Coordinate event rundowns, venues, catering, and advertisement flyers with assistance from the Society office.
• Promote career development events.

• Attend regular meetings once every two months, and ad-hoc events and initiatives.
• Provide support for ad-hoc events and initiatives.

The Committee has 4 Pillars, 1) Macro, Markets and Investments, 2) AI & Disruptive Tech, 3) ESG and 4) Family Office.

• Keep abreast of industry developments and evolving technical skills.
• Organize educational events on industry developments and topics of interest to finance professionals.
• Host events – to facilitate/introduce speakers and to lead events from end to end.
• Assess the eligibility of events for Continuous Professional Training (“CPT”) hours by designated Committee members.

• Approximate 4 – 6 hours for each event, including discussion with the speaker on event content, rundown, participating rehearsal and hosting event.
• The Committee aims to host 8-12 events each year.
• Chair/Vice Chair guides new volunteers throughout the whole process.

• More than 5 years of relevant work experience is required to become a member of this Committee.

Group members would explore and study in the following areas:

• Spread awareness about the field of value investing and personal wealth creation.
• Provide a forum for like-minded members to discuss, apply, and modify value investment approaches, and to educate members about the core tenets of value investing and how they can be modified to keep up with current and future market conditions.
• Promote the fundamental-driven, long-term, value-based investment style as a way of life.
• Contribute to the eco-system of Private Equity business.
• Discuss, explore and identify issues and trends driving the alternative asset space.
• Provide a springboard for further programs and events.
• Represent the Society in the PE or alternative asset community to foster collaborations.
• Provide a springboard for further programs and events.

• Ongoing – Attend quarterly small group meetings and other ad hoc events

• Strong interests in the subject
• Knowledge and experience in the subject are advantageous
• Willing to reach out to outside parties

Group members would explore and study in the following areas:

• Market Trends and Analysis: Identify key trends, metrics, and indicators that provide insights into the future of digital asset markets, including cryptocurrencies, tokenization, NFTs, and blockchain technologies.
• Regulatory Environment: Understand and analyze the evolving regulatory landscape for digital assets across different jurisdictions and its impact on market dynamics.
• Investment Strategies: Develop and discuss investment strategies tailored to digital assets, considering their unique characteristics such as high volatility, liquidity, and technological underpinnings.
• Risk Management: Explore tools and techniques to manage risks associated with digital asset investments, including portfolio diversification, hedging strategies, and security measures to protect against cyber threats.
• Technological Innovations: Stay abreast of the latest technological advancements in blockchain, smart contracts, and decentralized finance (DeFi) that could influence digital asset valuations and market behavior.
• Working Style: Members of the interest group are encouraged to actively share their insights, research findings, and case studies related to digital assets. The group will hold regular meetings to discuss these topics and summarize key takeaways for dissemination among members.
• The group will primarily be self-managed by volunteer members, with a focus on collaborative learning and knowledge sharing.

• Society Members are welcomed to join the Group.
• Interested members should have a keen interest in digital assets and a commitment to contributing to the group’s activities and discussions.

• Explore and study emerging themes, including but not limited to sustainability, demographic shifts, technological disruption, regulatory changes, and consumer behaviors.
• Focus on exploring actionable investment ideas and alpha generation opportunities in thematics and sustainability.

• Ongoing – Attend quarterly small group meetings and other ad hoc events.

• Completion of CFA sustainability-related programs is desirable, but not required.
• Interested members should have a keen interest in thematic and sustainable investing.
• Willingness to help organize ad-hoc events.

Group members would explore and study in the following areas:

• Leading indicators: Identify patterns, metrics to provide better visibility of future market trend.
• How to deal with market volatility: Strong bull stocks will continue their advance and may even become overvalued over time. However, those stocks could abruptly transform into bear stocks if one parameter is missed. A typical illustration of this type of market behavior is Tesla. It is therefore important for group members to identify what should be the right investment strategies
• Risk management: Besides portfolio diversification, group members are to discuss what are the best tools to hedge against the risk of their holdings

• Drive Society's leadership in Web3 and FinTech education, delivering high-impact events that equip finance professionals with skills in digital assets, AI-driven strategies, and regulatory trends.
• Host diverse educational sessions (speaker events, workshops, conferences, socials) on industry developments like tokenization, DeFi, stablecoins, RWAs, and AI tools for equity research and investment productivity.
  • Organize flagship event - Web3 x AI Symposium.
• Attract top speakers and manage end-to-end event execution.
• Track fast-evolving trends in Web3 markets, AI applications, digital asset investments, and regulatory shifts to inform event content and member insights.
• Connect with external partners to collaborate on Web3 investment events and promote CFA designation through innovative content Web3 and AI.

Members contribute strategically to sustain committee momentum and event excellence.

• Participate in organization at least one event a year per committee member, prioritizing flagship event - Web3 x AI Symposium.
• 4-6 hours per event: speaker coordination, content discussion, event hosting, with guidance from Chair / Vice Chair.

• Participate in organizing the Society’s Member Services events and activities, including signature events, such as the annual dinner and awards night, as well as lifestyle, sports, and social events.
• Organize signature events including providing suggestions for speakers, rundown, and logistics. Attend the events to network with attendees and promote the society.
• Propose ideas for Member Services events and/or initiatives to offer a variety of events to members.
• Lead and support events/initiatives (book club, movie appreciation, hiking, volunteering, etc.).

• Attend bi-monthly meetings and ad-hoc meetings for specific events as required.
• Volunteers should lead at least one event per year; participation in supporting events is encouraged.

• Connect new Society members with resources and networks, boosting engagement through targeted onboarding and events.
• ​Serve as a bridge to understand new members' needs/interests via pulse surveys, LinkedIn highlights, and targeted career feedback for higher value.
• Foster vibrant and inclusive community by organizing tailored initiatives like new member onboarding sessions, language/industry welcomes, and engagement strategies.
• Launch targeted programs: career sharing with senior members, office visits, joint social events with other professional bodies, and practical workshops for next-gen members.
• Nurture outreach collaboration with other regional CFA Societies.

• Open to Society members or CFA Charterholders of 2 years or less.

• Review and provide valuable comments and suggestions, on behalf of the Society, on consultation papers published by the government, regulators, and other professional bodies, such as the Hong Kong Stock Exchange, the Securities and Futures Commission, the CFA Institute, etc.
• Provide unbiased, meaningful, and independent views on advocacy issues, with the understanding that volunteers’ views will be seriously considered but may or may not be adopted.
• Stay abreast of regulatory trends in the financial industry.
• Participate in taskforces to prepare responses for selected consultation papers.

• Comment on 4-6 consultation papers each year.
• Spend a day reviewing and commenting on each consultation paper.
• Attend selected task force discussion sessions each year, with each session lasting 1-2 hours.

• Promote the application of fundamental analysis and proper risk management techniques to support the investment decision process.
• Raise the awareness of investment disciplines among retail investors.
• Strengthen investors’ understanding of the evolution of investment products.
• Organize investment education seminars.
• Contribute to the content development of the seminars and the sourcing of good speakers.
• Collaborate with CFA Institute and other professional bodies to strengthen the investor’s education in Hong Kong.

• Expect to spend 8-10 hours on the planning, liaison, and execution of each investor education event.

• Promote the CFA designation and CFA Society Hong Kong under our mission statement.
• Enhance and monitor public awareness within the community by serving as a resource and establishing relationships with key influences, including the local regulators and media.
• Formulate strategies to promote the Society's brand and events, to raise its profile locally.
• Enhance public awareness of the Society, and engage and act as a resource with the media, regulators, and other organizations/associations.
• Organize signature events, including CFA Control Room (CFA 指揮室) - to recommend and invite guest speakers, and be responsible for logistics.
• Develop the CFA Control Room Alumni Network (CFA 指揮室聯盟) - to write and edit articles submitted by previous speakers of CFA Control Room to MetroFinance.Biz.

• Attend bi-monthly meetings, and ad-hoc meetings for specific events as required.

• “Super Connector”, or someone who endeavors to be one.
• Proficient in languages, with knowledge of financial media or social-financial media being a plus.

• CFA Institute Research Challenge – Hong Kong Local Final
  • Serve on the organizing committee to plan, promote, and execute the event
  • Participate as mentors, graders, or judges, and engage in networking activities
• University Relations
  • Build relationships with local universities, promote the CFA designation
  • Represent the Society at student events to interact with students and raise awareness of CFA Society Hong Kong’s initiatives and programs
• Student Mentorship Program
  • Help organize mentorship events and related activities
  • Serve as mentors to support students in their career development and professional growth

• Committee Members: Support marketing, sponsorship, and university relation at your own pace.
• Research Challenge Graders: Review 4–8 reports, provide feedback (4–8 CPT hours)
• Research Challenge Mentors: Guide teams for about 6 hours (6 CPT hours)

• Passion and network to connect with students
• Research Challenge Mentors/Graders: Analyst, PM, or related experience in research
  • Graders are required to have a minimum of 5 years of experience.
  • Mentors are ideally expected to have 10 or more years of experience.
• Student Mentorship Program Mentors: Open to all members interested in coaching student development

• Act as ambassador of promoting the CFA designation in Macau.
• Act as contact point of outreach initiatives to universities in Macau.
• Support the advancement of professional standards and ethical best practices within Macau’s investment community.
• Collaborate with other Society Committees on outreach activities in Macau, e.g. University Outreach, Candidate Services.

• Base in Macau or willing to travel occasionally at your free time to attend events.

Please note that this Committee is not open for applications.

• To set, implement, and monitor investment policy for CFAHK reserves and working capital.

Please note that this Committee is not open for applications.

• Review the structure, size, diversity profile and skills matrix of the Board and make recommendation on any proposed changes to the Board to complement the Board to achieve the Society’s strategic goals.
• Identify suitable director candidates and select or make recommendation to the Board on the selection of individuals to be nominated as Directors to fill board vacancies as and when they arise.
• Ensure plans are in place for orderly succession to the Board and oversee the development of a diverse talent pipeline, taking into account the challenges and opportunities facing the Society, and the skills and expertise needed on the Board in the future.
• Review the Director nomination policy periodically and make recommendations on any proposed revisions to the Board.

Please note that this Committee is not open for applications.

• Make recommendations to the Board on remuneration packages.
• Review and approve the management’s remuneration proposals with reference to the Society’s goals and objectives.
• Consider salaries paid by comparable organizations, time commitment and responsibilities, and employment conditions elsewhere in the group.

Please note that this Task Force is not open for applications.

• To establish a centralized group to lead the Society’s overall strategy on environmental, social, and governance (ESG), and outline key initiatives that can be implemented across the organization in a coordinated manner.