CFA Society Hong Kong (香港特許金融分析師學會) (“the Society”), is a non-profit organization founded in 1992 as The Hong Kong Society of Financial Analysts by a group of CFA Charterholders.
The Society shares the mission of CFA Institute in raising the professional and ethical standards of financial analysts and investment practitioners through our advocacy and continuing education efforts. In addition to promoting the CFA designation in Hong Kong, the Society aims to provide a forum for our members, CFA Institute, other investment practitioners and regulators for networking and the exchange of industry insights and best practices.
As of 30 June 2022, the Society has 6,575 members, and is the fourth largest member society of CFA Institute, which has more than 190,000 members in 160-plus markets. We are mostly run by member volunteers with the support of a team of full-time professional staff.
The Securities and Futures Commission (“SFC”) recognizes the CFA designation as an industry qualification for the licensing of Responsible Officers.
Vision
To be Hong Kong’s leading investment professional body.
Mission
- To raise the standard of practice and uphold ethics in the financial services industry.
- To promote CFA® charter as the pre-eminent investment qualification.
- To provide a forum and be the leading voice for investment professionals.
Key Highlights
4
th
Largest Member Society
6600
+
Members
60
+
Events in FY2021
32
+
hours of CPT Training in FY2021
29
years
of Service
A Recognised Member Society
Over the years, the Society has received various awards from CFA Institute in recognition of the dedicated support and service we offer our members.
| Award | Year |
| Most Outstanding Society in the over 1,000 members category | 2022 |
| Strategic Initiatives: Deliver Member Value | 2018 |
| Institutional Contribution for CFA Institute Asia-Pacific Research Exchange (ARX) | 2017 |
| Global Passport Program Recognition – Most Attendees from Fellow Societies | 2017 |
| Most Outstanding Society Award (societies with over 1,000 members) | 2014 |
Please see here to download The Articles of Association of CFA Society Hong Kong.