Volunteer Specialty / Committees

Services to Members and Candidates

Candidate Services Committee

  • To act as a bridge of communication between the committee and the candidates, provide necessary support and feedback to the study group leaders.
  • To 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​.

Candidate Services Committee
– Study Group Leaders

  • To 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, provide 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.

Career Development Committee

  • To develop and promote career development events / programs for volunteers, members and potential members.
  • To contribute ideas on programs, including but not limited to speaker recruitment.
  • To coordinate event rundowns, venues, catering and advertisement flyers with assistance from the Society office.
  • To promote career development events.
  • Attend regular meetings once every quarter, and ad-hoc events and initiatives.
  • Provide support for ad-hoc events and initiatives.

Continuing Education Committee

The Committee have 4 pillars, 1) Market 2) Tech & Innovation 3) risk and compliance and 4) ESG.

  • To keep abreast of industry developments and evolving technical skills.
  • To organize educational events on industry developments and topics of interest to finance professionals.
  • To host events – to facilitate / introduce speakers and to lead event from end to end.
  • To assess the eligibility of events for Continuous Professional Training (“CPT”) hours by designated Committee members.
  • Approximate 4 – 6 hours each event, including discussion with 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.

Continuing Education – Research Heads Circle Sub-Committee

Please note this Task Force is not open for applications.

  • To establish dialogue with heads of research at large institutions in Hong Kong.
  • To enhance participation by research management in Society’s events.
  • To strengthen interaction between experienced analysts and the community

Continuing Education – Value Investing Special Interest Group

  • To spread awareness about the field of value investing and personal wealth creation.
  • To provides a forum for like-minded members to discuss, apply, and modify value investment approaches, 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.
  • To promote the fundamental-driven, long-term, value-based investment style as a way of life.
  • Ongoing – Attend regular and ad-hoc meetings events (approve once or twice every 2 months).
  • Strong interests in the subject.
  • Willing to stay to serve the community on financial literacy.
  • Knowledge and experience in the subject are advantageous but not compulsory.

Continuing Education – Web 3 & FinTech Sub-Committee

  • To organize educational events on Web 3 & FinTech industry developments and topics of interest to finance professionals, and to assess the eligibility of events for CPT hours.
  • To keep abreast of fast-moving industry developments and evolving technical skills.
  • To host events (e.g. speaker events, social, museum visit, conference visit, etc.) and facilitate / introduce speakers and lead event from end to end.
  • Organize at least 1 event a year per committee member.
  • Approximate 4 – 6 hours each event. – Include discussion with speaker on event content, rundown, participating rehearsal and hosting event – Chair/Vice Chair would provide guidance to new volunteers throughout the whole process.

Member Services Committee

  • To participate in organizing CFAHK 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 to support events are encouraged.

Momentum / Growth-investing Special Interest Group

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

Services to the Industry and Public

Advocacy Committee

  • To review and provide valuable comments and suggestions 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.
  • To provide an unbiased, meaningful and independent view on advocacy issues.
  • Respond on behalf of the Society to consultation papers published by the government, regulators and other professional bodies.
  • 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 6 – 8 consultation papers each year.
  • Spend 3 – 4 hours reviewing and commenting on each consultation paper.
  • Attend selected taskforce discussion sessions each year, with each session lasting 1 – 2 hours.

Advocacy – Investor Education Sub-Committee

  • To promote the application of fundamental analysis and proper risk management techniques to support investment decision process.
  • To raise the awareness of investment disciplines among retail investors.
  • To strengthen investors’ understanding on 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.

Media Committee

  • To promote the CFA designation and CFA Society Hong Kong under our mission statement.
  • To 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.
  • Engage the media and other organizations / associations, make connections to raise the Society’s profile and influence policies relating to the finance industry.
  • Enhance public awareness of the Society, and act as a resource on it for the media, regulators, and other organizations / associations.
  • Attend Committee meetings (about monthly).
  • Respond on an ad hoc basis as required.
  • CFA, some knowledge of financial media or social-financial media a plus.

University Outreach Committee

  • To 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 to organize and participate in the competition’s networking activities.
  • To 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.
  • To 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: – Preferably sell-side analysts with 10 years of experience (CFA charterholders a plus). – With the enthusiasm to teach best practices and promote ethical decision making

The Society’s Governance

Investment Committee

Please note this Task Force is not open for applications.

  • To set, implement and monitor investment policy for the Society’s reserves and working capital.

Nomination Committee

Please note this Task Force 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.

Remuneration Committee

Please note this Task Force 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 organisations, time commitment and responsibilities and employment conditions elsewhere in the group.

ESG Compass Task Force

Please note 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 which can be implemented across the organization in a coordinated manner.