Investor Education

1. CFA Control Room

CFA Control Room is our major public awareness programme, consisting of interviews with seasoned practitioners on different areas of the finance industry. The programme has been offered in collaboration with Metro Finance (新城財經台) and Hong Kong Economic Journal (信報) since 2014.


EpisodeTopicsMetro Finance Radio ProgramsArticles in Hong Kong Economic Journal
1加密幣基金選擇多 須留意風險ListenRead / PDF

Episode Topics Metro Finance Radio Programs Articles in Hong Kong Economic Journal
1後疫情時代資產配置兩大要訣ListenRead / PDF
2港銀宜搶攻虛擬資產 保亞太地位ListenRead / PDF
3ETF多元化 發展空間巨大ListenRead / PDF
4正負篩選投資策略 各有千秋ListenRead / PDF
5價值型與增長型投資 各擅勝場ListenRead / PDF
6流動投資平台 引領市場新面貌 ListenRead / PDF
7NFT融合Web 3.0成新世代贏家ListenRead / PDF
8兩種分析法互補 解讀市場動向ListenRead / PDF
9加息周期部署 港股趁低尋寶ListenRead / PDF
10三十年金融市場變遷 CFA證危與機ListenRead / PDF
11高息年代調整組合添回報ListenRead / PDF

EpisodeTopicsMetro Finance Radio ProgramsArticles in Hong Kong Economic Journal
1另類投資的首要策略 ListenRead / PDF
2人工智能(AI)在新藥研究及醫療投資基金的應用ListenRead / PDF
3虛擬資產投資:如何通過加密貨幣讓您的投資組合多元化?ListenRead / PDF
4家族辦公室在國內的發展及現況ListenRead / PDF
5經濟學說藝術投資 ListenRead / PDF
6非同質化代幣 (Non-fungible token) 的發展及現況ListenRead / PDF
7mRNA在中國的發展ListenRead / PDF
8葡萄酒投資ListenRead / PDF
9港股與A股的異同(上集)ListenRead / PDF
10港股與A股的異同(下集)ListenRead / PDF

16 November 2020 Hong Kong Blockchain Company Lands Middle East Market (港區塊鏈公司 開拓中東市場)
9 November 2020 Fund Manager Turned KOL: Spreading Investment Knowledge Online (基金經理轉型KOL 網上教投資)
2 November 2020 From Legal to Regtech (從法律走到Regtech)
25 October 2020 Living out of Your Comfort Zone: Professional Knowledge Turns an Accountant into an Entrepreneur (會計師離舒適圈 專業知識創業)
18 October 2020 Create a P2P Currency Exchange Platform: Be the Best Partner for Travellers (創P2P外幣交換平台 解決旅客煩惱)
11 October 2020 Entrepreneur Creates the Fund Portfolio by Tapping Artificial Intelligence for Stock Selection (創業建基金組合 利用AI科技選股 )
4 October 2020 Edgy Online Platform Bridges the Fund-raising Gap for Mid-to-small-cap Companies (創新網上平台 補中小企融資缺口 )
28 September 2020 Customer-oriented Approach Brings Positive Feedback (產品以客為本 市場自有正面回響)
21 September 2020 Create New Brand by Striving for High Alpha Returns (創業自立門戶 追求high-alpha回報)
14 September 2020 The Key to Success in Entrepreneurship (創業成功需具備的條件)

27 October 2019 A Combination of CFA Designation and IT Knowledge Offers Competitiveness (資格併科技知識具優勢)
21 October 2019 Perfect Information Leads to a Monopoly (掌握完全訊息形成壟斷)
14 October 2019 HK Well-positioned to Ride Asian Bond Market Wave (亞債洲市場興起 香港盡見商機)
7 October 2019 How to Equip Yourself with Different Skillsets to Capture Emerging Investment Opportunities (涉獵各種因素 把握投資機遇)
30 September 2019 From Football Gambling to the Stock Market
Get to Grips with 5-minute Opportunities (從足球博彩看股市 掌握5分鐘機遇)
23 September 2019 New Policies Launched for Asset Management Industry in the Mainland and HK Create Ample Opportunities in the Decade Ahead (陸港資管新政多 締造十年新機遇)
16 September 2019 Stretching the Asset Management Industry: Fueling the Economy for the Next 10 Years (資產管理業全面開展 冀成下一秩經濟動力)
9 September 2019 New Financial Rules – New Business Opportunities Emerge from Living Science (金融新秩序 生活科技爆商機)
2 September 2019 Financial Practitioners Stay Competitive with “T Shaped” Learning Curve (金融從業員T型增值保優勢)
26 August 2019 Technology Gives the Financial and Property Development Industry a Facelift (科技顛覆金融及房地產業)
19 August 2019 Virtual Banking Focuses on Customer Experience – Diversified Application of Technology is the Key to Success (虛擬銀行重客戶體驗 科技應用多元化致勝)
12 August 2019 A Preface to the Next Decade of Finance and Investment – Alternative Assets from Alternative Thinking (金融業下一個十年 另類資產另類思維)
5 August 2019 A Preface to the Next Decade of Finance and Investment – Soft and Hard Skills to Tap Opportunities in the Greater Bay Area ( 金融序言 軟硬技巧馭大灣)

To review the published articles of CFA Control Room 2019, please click here for the digital book! 

16 September 2016Special: Default Investment Strategy Offers Help to Busy MPF Scheme Members (「忙人包」助大忙人管理強積金)
17 September 2016 Diversified Development of ETF (多元發展交易所基金)
10 September 2016 Smart Beta ETF Embarks New Investment Opportunities (另類權重ETF 投資新機遇 )
3 September 2016 Exchange -Traded Funds Help Diversify the Investment Portfolio (交易所買賣基金助分散投資)
27 August 2016 Reverse Mortgage & Annuity, Another form of “Monthly Income” for Retirees (逆按揭 年金 退休後「出糧」有法)
20 August 2016 Well Planned Asset Allocation, Optimizing the MPF Return (資產配置有道 優化積金回報 )
13 August 2016 Diversified Investment Choices available Planning Retirement Ahead (投資選擇多 退休早籌謀)
6 August 2016 Retirement Planning; the Earlier the Better (退休籌劃宜早不宜遲)
30 July 2016 Portfolio Management is the Investment Key, Risk Diversification for Protecting the Return (投資重組合管理 分散風險保回報)
23 July 2016 Hedge Fund Investment : High Risk, High Return (對沖基金風險大回報高)
16 July 2016 Hedging for Return, Be Aware of Risk Cost (對沖求回報 留意風險成本)
9 July 2016 Long/Short Strategies : Reducing Risk and Securing Return(長短倉策略減風險保回報)
2 July 2016 A Big Gap in ‘A’ Share and Local Share Investing (投資A股港股大不同)
25 June 2016 Stay Relevant : Stay Relevant – Upgrade Yourself! (自我增值免淘汰)
18 June 2016 Financial Technology (Fintech), Where the Future of Industry Lies (金融科技 業界未來所在)
11 June 2016 CV and Interview Performance, the Determinants for Passing the Gate (履歷與面試 應聘成功關鍵)
6 June 2016 CFA Designation – a Golden Pass for Your Career Path (CFA特許資格認證 職場見優勢)
28 May 2016 Preparation is Key to Loss Avoidance – Don’t Let Market Noise Distract You (消息莫當分析 做好功課免受損)
21 May 2016 Putting Investors First, Elevating the Transparency (以投資者為先 提高透明度)
14 May 2016Seek the Intrinsic Value (價值投資尋找內涵值)
7 May 2016 Early Saving and Health Management are the Keys to Fulfilling Retirement(為退休準備 早儲蓄保健康)
30 April 2016 Default Investment Strategy, Optimizing the MPF System (預設投資策略優化強積金)

Private Equity Series (私募股權投資系列)

30 September 2015High Entry Threshold of Private Equity Gives Cutting Edge to Institutional Investors (私募基金門檻高 機構投資者有優勢)
21 September 2015Local Know-how is Vital for Private Equity Real Estate Investment (房地產私募基金須「因地制宜」)
14 September 2015Effective Due Diligence Avoids Investment Flaws (做好盡職調查 避免錯誤投資)
7 September 2015Different Strategies for Different Types of PE Funds (私募基金種類多 認清策略才叩門)
31 August 2015 Private Equity booms in Asia, China and India top on the list (亞洲私募蓬勃 中印最吸引)

Investing Series (投資技巧系列)

24 August 2015 Quantitative Trading, a One-second War Zone (量化交易 打「快一秒」的勝仗)
17 August 2015 Three Types of PE Funds, Each with Different Risk and Return (三類私募基金 回報風險各異)
10 August 2015Smart Beta : Customized Investment Solution (「聰明啤打」投資個人化)
3 August 2015Smart Beta : An Emerging Investment Strategy (「聰明啤打」投資策略新主意)
27 July 2015Value Investing Provides Stable Returns (價值投資法 回報穩定)
20 July 2015 Value Investing, the Principle of Stable Return (價值投資 穩定回報的法則)

Corporate Series (企業透視系列)

13 July 2015Vitasoy : Adjustment to Policy and Market Change (維他奶審時度勢配合政策)
6 July 2015 Forensic Accounting in Action, In-depth Data Analysis (法務會計抽絲剝繭 數據大搜查)
29 June 2015 Tracking Down Financial Crimes, Forensic Accounting Emerges (追蹤財務罪案 法務會計冒起)
22 June 2015The Link REIT : A Diversifying Business Model (領匯業務走向多元化)
15 June 2015Stability — Key to Policy-prone Mainland Property Sector (政策影響大 內房重穩定)
8 June 2015Professional Investor Relations Adds Value to Corporations (專業投資者關係利公司增值)
1 June 2015 Investor Relations, the Newborn in Investment Industry (投資者關係 股壇新行業)

Capital Market Advocacy Series (資本市場倡導系列)

26 May 2015More Flexibility Needed in Regulating Private Equity (私募基金規管應更具彈性)
18 May 2015Weighted Voting Rights; an Unfavourable Share Structure for Investor Protection (「同股不同權」不宜散戶市)
11 May 2015Derivatives as Tools for Risk Management (衍生工具有助風險管理)
4 May 2015Active Participation in AMC Building the Investors’ Trust (參與資管準則 贏投資者信心)
27 April 2015Proactive Response to Public Consultations Driving Industry Development (積極回應諮詢 推動業界發展)
20 April 2015Differentiating Investment from Speculation; Diversification for Risk Protection (投資不同投機 資產分散有保障)
13 April 2015Enhanced Corporate Governance Level Strengthens Investors’ Confidence (企業管治改善 有助提升投資者信心)
8 April 2015 GMSS Highlights : HK’s cutting edge, Robust Legal System and Global Perspective (香港具完備法治與國際視野優勢)
30 March 2015GMSS Highlights : Positive HK Economic Outlook Anxiety over Political Risk (調查﹕港經濟看好 憂政治風險)

Asset Management Series (資產管理中心系列)
The radio archive :

1 August 2014”Made-in-Hong-Kong” Funds Fuel the Needs for Greater Range of Talents (「香港製造」基金廣泛吸納人才)
25/07/2014 Embarking Unbounded Opportunities, Private Equity Funds Unleash Phenomenal Development potential (機遇無限 私募基金發展矚目)
18 July 2014Globalization of Renminbi leads to New Milestone for Hong Kong’s Fund Management Industry (人民幣國際化助基金業邁向新里程)
11 July 2014The Growing Importance of Fund Performance Evaluation and Analysis (基金績效分析日益重要)
4 July 2014 Reform of Mainland’s Financial Sector Draws Influx of International Funds to Hong Kong (內地金融開放, 吸引海外基金來港)
27 June 2014The Establishment of Large Investment Funds will Groom Local Talents (成立大型基金 培養本地人才)
20 June 2014Hong Kong is Well Positioned to Seize the Opportunity of Funds’ Mutual Recognition (基金互認 香港勢佔先機)
13 June 2014Appropriate Pairing of Professional Talents to Create Unlimited Asset Management Opportunities (人才配對得宜 資產管理機遇無限)
6 June 2014Dismantling Hong Kong’s Dominance as an Asset Management Centre (資產管理中心優勢拆解)
30 May 2014Treat Investors Well to Promote the Status of the Asset Management Center (善待投資者 提升資產管理中心地位)

CFA Series (CFA 系列)中心系列)

23 May 2014Professionals Specializing in Derivative Instruments Need to Have a Broad vision (衍生工具專業人員視野要廣闊)
16 May 2014Derivatives Experts Race Against Time to Control Risk (衍生工具專家爭分奪秒控制風險)
9 May 2014Though Financial Market Changes All the Time, Fund Managers’ Keys to Success Have Not Changed (市場多變 基金經理致勝關鍵不變)
2 May 2014Delving into A-shares Analysis Helps Investing in Hong Kong Stocks (鑽研A股有助投資港股)
25 April 2014How to Look for Diamonds in the A Shares (如何在A股尋找鑽石)
18 April 2014Private Equity Funds : Out-of-the-Ordinary Investment; Out-of-the-Ordinary Return (私募基金:非一般投資非一般回報)
11 April 2014The Mystery of Multi-Years Profit Making Capability by Absolute Return Funds (絕對回報基金長年賺錢之謎)
4 April 2014Professional Analyst Disassembles Gaming Industry Prospects (專業分析師拆解博彩業前景)
28 March 2014From Private Bank Development to Understand the Trend of Wealth Management? (從私銀發展了解富豪理財趨勢)
21 March 2014Winning Strategy of Reinsurance Funds : Matching Assets (再保資金制勝之道 : 資產配對)
14 March 2014Deconstructing Fixed Income Securities : Balancing Profits and Risks (解構定息債平衡 : 收益與風險)
7 March 2014CFA Programme -The Decryption of Hedge Fund’s Winning Strategy (CFA解密對沖基金致勝策略)
28 Feb 2014CFA Programme Helps Manage and Balance Investment Risk (CFA有助管理投資平衡風險)
21 Feb 2014CFA Programme Assists Analysts in Expanding Future Development (CFA助分析師擴發展空間)
8 February 2014金融行業的入場券的專業資格

2. Investor Education Seminar

To raise awareness of the general public on important investment topics, the Society regularly organizes investor education events with various organizations and institutions, such as The Investor and Financial Education Council (IFEC) and World Investor Week, inviting renowned industry veterans to engage in discussions on trending subjects. 

22 March 2023《「2023是危是機」與「金融科技投資新格局」》投資者教育講座
6 October 2022《投資在「通脹、加息、經濟放緩」時》投資者教育講座
17 March 2022《氣候變化危機與ESG投資機遇》網上講座
7 October 2021《「心態決定境界」拆解投資心理陷阱》投資者教育講座
17 August 2015Media Coverage of 2015 Investor Education Seminar (HKET) [Please click here for the video clip]
4 August 2014Media Coverage of 2014 Investor Education Seminar (HKET)
28 October 2013Media Coverage of 2013 Investor Education Seminar (HKET) [Please click here for the video clip]
10 October 2012Media Coverage of 2012 Investor Education Seminar (HKET) [Please click here for the video clip]
4 July 2011Media Coverage of 2011 Investor Education Seminar (Ming Pao)