Earn Your CFA® Charter & Accelerate Your Career
(CODE: 260527H-CAEX)
Congratulations on successfully completing the Level III CFA exam! To make the most out of your hard work, it is highly recommended that you officially obtain the CFA® charter, which demonstrates your competence and opens doors to countless career opportunities.
You might still be in the process of accumulating the required 4,000 hours (in a minimum of 36 months) of relevant experience to obtain the CFA charter. To assist you in taking your next step towards applying for membership and enjoying the associated member benefits, CFA Society Hong Kong (the “Society”) has invited Ms. Janice Hon, Associate Manager, Global Membership, CFA Institute, to guide you through the membership application requirements, including qualifying work experience, professional references, well-written job descriptions, self-assessment tool and tips.
During the session, Mr. Benjamin Xu, CFA, Candidate Services Committee member, CFA Society Hong Kong , will provide insights into the Society’s background and member values. Mr. David Tsoi, CFA, Co-Chair of Career Development Committee, will also share his experience on how CFA charter supports his career advancement in the financial industry.
Join us for this exclusive networking event that will steer you towards earning your CFA® charter. This is also a valuable opportunity to connect with fellow candidates and other professionals in the industry.
Know more about “How to get your CFA® charter” in here.
Details of the gathering:
Date: 27 May 2026 (Wednesday)
Time: 7:00 PM - 8:30 PM
Venue: CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
Fees: Complimentary (light refreshment will be provided)
Language: English
If you haven’t received the confirmation email within a couple of minutes of signing up, please check your junk mail folder.
About the Speakers
Ms. Janice Hon
Associate Manager, Global Membership, CFA Institute
Janice Hon is an Associate Manager on the Global Membership team at CFA Institute, based in Hong Kong. She works closely with members, candidates, and societies worldwide to strengthen engagement, build relationships, and ensure member needs are reflected in global strategy and decision making.
With extensive experience across membership management, stakeholder engagement, and business development, Janice brings a practical, member centric lens to her work. She has partnered with societies and market stakeholders on recruitment, retention, and engagement initiatives, and has supported cross market collaboration by building relationships with universities, firms, and professional associations. Her experience spans both regional delivery and global coordination, giving her a well rounded view of how membership value is created and sustained.
Before joining CFA Institute, Janice held senior membership and business development roles at the Canadian Chamber of Commerce in Hong Kong and the Royal Institution of Chartered Surveyors (RICS), working across B2B and B2C environments. Through her career, she has led initiatives in membership growth, communications, events, and customer experience.
Janice holds a Bachelor of Commerce in Marketing from the University of Western Sydney and has completed executive education in business analytics at Cambridge Judge Business School, as well as the Climate Finance course jointly developed by CFA Institute and ACCA.
Mr. David Tsoi, CFA, CAIA, FRM, CESGA, CAMS
Co-chair, Career Development Committee, CFA Society Hong Kong
David Tsoi is the Head of Product Development at Mirae Asset Global Investments (Global X), where he spearheaded the development of more than 20 ETFs, including APAC's largest covered call ETF and the world’s first Asia green bond ETF.
Before joining Global X, David was the Head of Index Insights, APAC at Nasdaq, where he oversaw index research initiatives across the Asia-Pacific region. The team provides research and insights on Nasdaq’s entire product suite, including global broad-based, thematic, multi-factor and option indexes. Earlier in his career, David served at the Securities and Futures Commission, contributing to policy development for the asset management industry and overseeing product authorization, including the approval of Hong Kong’s first ESG ETF.
David holds a broad range of professional qualifications, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), Certified ESG Analyst (CESGA), and Certified Anti-Money Laundering Specialist (CAMS). He graduated with First Class Honors in Business Administration at the Chinese University of Hong Kong.
About the Emcee
Mr. Benjamin Xu, CFA
Candidate Services Committee Member
Benjamin is one of the experienced and senior members in Candidate Services Committee in CFA Society Hong Kong with many years’ experiences in leading the study groups to pass the CFA exams in terms of all the levels. Besides, he also serves as a CFA exam grader and judge for Research Challenge Competition.
Professionally, he is an experienced manager in Vincorn Consulting & Appraisal Limited with more than 9 years’ experiences in business valuation, including company valuation, merger consideration allocation, intangible assets, and financial instrument appraisals, as well as modelling and review work for different industries and clients advise on valuations for purposes such as mergers and acquisitions, financial reporting, transactional, litigation use and internal reference.
Remarks
- The event is exclusively for CFA charter pending candidates, Aug 2026 LIII candidates and 2025-26 new members.
- An confirmation email will be sent to registrants upon successful online registration.
- If you are unable to attend, please inform the Society at your earliest convenience so that the seat may be offered to another candidates.
- Event reminders will be sent out 1 day and 1 hour before the event. If you did not receive the confirmation email and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their registration.
- Please arrive at the venue 5 minutes in advance of the session start time. The event will start promptly at 7:00 PM.
- By registering for this event, you confirm that you and your guest(s) (if applicable) consent to appearing in any official event photographs and video footage.
- The photographs and video footage will be used by the Society for marketing and publicity purposes in our publications, on our website and in social media, or in a third-party publication.
- In addition, please note that other event attendees may take photographs or video footage and publicly share them. The Society shall hold no responsibilities for such actions.
- By registering for this event, you agree to be bound by the Legal Terms and Conditions of Use and Privacy Policy of CFA Society Hong Kong. Your personal data collected from the registration process will be used for the purpose of the administration of the event you are registered for.
- Should there be any changes to the event dates and other arrangements, we will notify registrants via emails or phone calls. Notices will also be posted on the Society’s website. Please stay tuned for further announcements.
- The Society reserves the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
- In case of any dispute, the Society reserves the right of final decision, and no further correspondence will be entertained.
- Enquiry: candidate@cfahk.org / +852 2521 2543
Personal Information Collection Statement
- Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.
- CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
- The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
