Study Group Kick-off Gathering - For Nov 2025 (Levels I / II) Candidates (21 Jul 2025)
(CODE: 250721H-CAEX)
EVENT DETAILS
Although the CFA® journey might seem daunting, our Study Group Leaders and your fellow Study Groupmates are here to get you through.
We are delighted to have Peter Olinto, CFA, Global Lead Instructor from UWorld, to dissect and analyze practice questions with you, and Dr. Francis Lau, CFA, our Candidate Services Committee Member, who will be sharing his invaluable exam tips.
During the breakout session, you will get the opportunity to discuss difficult concepts and help refine your understanding of the exam materials with one another. Our Study Group Leaders who are also CFA Charterholders will help you stay motivated and on track for your studies. This is also an opportunity for you to socialize with your peers, making your study process more enjoyable and less stressful.
You will get everything you need to know to prepare for the 2025 CFA exam and tackle it with confidence.
If you have any questions in mind, you are encouraged to submit them during registration and our speakers will address them during the Q/A session.
In the meantime, watch the Video prepared by our Committee Members to learn more about the Candidate Services offered by CFA Society Hong Kong.
* Please note:
The kick-off gathering is for candidates who have (i) enrolled for the Nov 2025 Levels I / II CFA exam, AND (ii) registered for the Nov 2025 Study Group (click HERE to join a Study Group on/before 8 Jul 2025).
Details of the Gathering:
Date : 21 Jul 2025, Mon
Time : 7:00 PM – 8:20 PM
Venue: CFA Society Hong Kong Office (14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central)
Fees : Complimentary
Language: English
Your event registration will be cancelled if you are not a Nov 2025 study group candidate.
If you do not receive the confirmation email within a few minutes of signing up, please check your Junk Mail.
About the Speaker
Peter Olinto, CFA, J.D, CPA (inactive)
Global Lead Instructor, UWorld
Peter Olinto is a CFA Review Lead Instructor for UWorld and a CPA National Instructor for Becker. He’s a CPA, JD, and CFA, passing all four parts of the CPA and the first two levels of the CFA Program exam on his first attempts.
Peter began his teaching career in the areas of the SAT, LSAT, GMAT, and CPA, and he’s taught Levels I and II CFA Program classes in more than fifty cities around the world.
Before becoming a CPA and CFA exam review instructor, Peter Olinto worked at Ernst and Young as a tax attorney before he started his own law practice, where he did tax, real estate, and estate planning.
He has taught CPA and CFA Program Exam Review courses for over twenty years, and videos of him teaching the Level I CFA Program, Level II CFA Program, and/or CPA review classes have been used by more than 300 universities, hundreds of accounting and/or financial services firms, and more than 100,000 successful CFA and/or CPA candidates from all over the world.
About the Emcee
Dr. Francis Lau, CFA
Candidate Services Committee Member
Dr Francis Lau is an active CFA member serving the Candidate Services and Career Development committees. He has over 22 years of experience in business planning, data analytics, financial modelling, management information, and risk management acquired from working for multinational analytics vendors, banks, consulting firms, and universities. Dr Lau is also a recognized trainer in compliance, data science, financial markets, risk management, and sustainability. He has extensive exposures in developing and delivering academic and professional education programs for corporations, professional associations and universities.
Remarks:
- This event is for candidates who have (i) enrolled for the Nov 2025 Levels I / II CFA exam; AND (ii) registered for the Nov 2025 Study Group only.
- An email confirmation 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 email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
- Please arrive at the venue 5 minutes in advance of the session start time. The event will start promptly at 7:00 PM.
- Should there be any changes to the event dates and other arrangements, we will notify registrants via email or phone. 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 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.
