Committees

• Act as a bridge of communication between the committee and the candidates, and provide necessary support and feedback to the study group leaders.
• Share study experience and help the candidates prepare for the CFA Program examination.
• Develop, strengthen, and implement the Society’s services related to candidate education with the support of office staff and other volunteers (e.g. study group leaders).
• Establish a program / initiative to recruit new study group leaders (i.e. group leader succession) and ensure continuous candidate support and engagement.
• Lead and manage communications with candidates and volunteers over different channels (e.g. email, social media, events, etc).
• Understand the candidates’ experience and their needs when studying for and taking the exam, using the Society’s study groups.
• Consolidate and provide suggestions for and questions about CFA curriculum and the CFA Program to CFA Institute.
• Liaise with service providers (e.g. publishers, course preparation providers) on potential collaborations that would benefit candidates and help the Society achieve its vision and mission.

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

• Lead one of the Society’s study groups helping to prepare candidates for the CFA Program examination.
• Establish general rules and guidelines for the study group (e.g. frequency of meetings).
• Keep the study group members focused and motivated.
• Help members to plan revision timetables.
• Set up study group meetings and make suggestions on how and what candidates should study.
• Share previous study experiences and exam-taking techniques.
• Act as a bridge of communication between the Candidate Education Committee and the candidates, providing necessary support and feedback to the group leaders.

• Highly varied depending on the level of participation of Group Members.
• Meet at least once towards the beginning of the Study Group cycle, and
• Have one meetup every month thereafter.

• 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.

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

• Organize educational events on Web 3 & FinTech industry developments and topics of interest to finance professionals, and assess the eligibility of events for CPT hours.
• Keep abreast of fast-moving industry developments and evolving technical skills.
• Host events (e.g. speaker events, social, museum visits, conference visits, etc.) and facilitate/introduce speakers and lead events from end to end.

• Organize at least 1 event a year per committee member.
• Approximate 4-6 hours each event. – Include discussion with speakers on event content, rundown, participating rehearsal, and hosting event – Chair/Vice Chair would provide guidance to new volunteers throughout the whole process.

• 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.

• Serves as a bridge between the Society and recently joined members, aiming to understand their needs and interests.
• Facilitates a vibrant and inclusive community for new members within the Society by organizing tailored initiatives and fostering increased engagement.

• Society Member who has joined the Society for or less than 2 years, or CFA Charterholder for or less than 2 years.

• 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 3-4 investment education seminars each year.
• 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, its brand, and events to raise its profile within Hong Kong.
• 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), in terms of recommending/ inviting guest speakers, and be responsible for logistics.
• Develop the CFA Control Room Alumni Network (CFA 指揮室聯盟) – in terms of writing articles/ editing articles from the previous CFA Control Room speakers for submissions to Metro Finance + (新城理財+) .

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

• “Super Connector”, or who endeavors to be one
• Good at languages, some knowledge of financial media or social-financial media a plus.

• Plan the CFA Institute Research Challenge Hong Kong Local Final event timeline; formulate the rules and regulations and determine the subject; invite mentors, graders, and judges; and organize and participate in the competition’s networking activities.
• Reach out to local universities to offer advice and guidance to future finance professionals; and to participate in university events to mingle with students and to promote our Society.
• Plan the Student Mentorship Program.

• For Research Challenge Graders, review & score 5 to 8 investment research reports and provide constructive comments.
• For Research Challenge Mentors, mentor the team during the research process and spend 6 hours to provide guidance on their investment research report.

• Committee Members should possess the network and heart to reach out to university students.
• Research Challenge officials are required to have analyst, portfolio manager, or other professional experience in either preparing or reading sell-side research.
• For Graders: 5 years of relevant experience.
• For Mentors with CPT credit hours entitled: (i) Preferably sell-side analysts with 10 years of experience (CFA charterholders a plus); (ii) With the enthusiasm to teach best practices and promote ethical decision making.

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.