Third-Party Discount & Offers

Please click here to read the Member Benefits Disclaimer.

Learning 

10% Tuition Grant for MBA Programs

$80,000 Association Referral Award for EMBA Program

Discounted Online Learning – CFA Institute Certificate in ESG Investing

Build the Skills You Need for the Career You Want

Get 40% Off Wiley’s Most Popular Books (13 titles) for Finance Professionals

Reserve your Spot to Access Selected eBooks for Finance Professionals

Get 10% Off on Certified FinTech Practitioner Programme

Publication

50% Discount on the Annual Subscription Fee

Dining & Leisure 

Enjoy Complimentary Benefits at the Group’s Restaurants

Enjoy Complimentary HKAA Services

Discounted / Complimentary Tickets to Prime Industry Events

Apply for BEA Credit Cards to Receive up to HK$1,600 in Welcome Rewards

Complimentary Exquisite Red Packet Envelopes for Members

Tax Season Loan Exclusive Offer for Corporate Staff Members

The Chinese University of Hong Kong (CUHK)

CFA Society Hong Kong members can enjoy 10% grant for the MBA Programs offered by MBA Programs – The Chinese University of Hong Kong.

Once an applicant from CFA Society Hong Kong is admitted to the CUHK MBA Programs with a letter issued by CFA Society Hong Kong confirming that he/she is a regular member (CFA charterholder or non CFA charterholder), affiliate member or associate member, he/she will receive a grant covering 10% of his/her tuition fee, which will be deducted directly from the tuition fee. Grant and tuition are subject to change each year.

While taking the CUHK MBA Programs, the student has to remain a member of
CFA Society Hong Kong.

Watch the recording of the online info session:  

For Membership Confirmation Letter application, please email to member@cfasocietyhongkong.org 

Apply here: https://apply.bschool.cuhk.edu.hk/ 

For enquiries, please contact CUHK MBA at:

Email: mba@cuhk.edu.hk

Phone: +852 3943 7782

Website: https://www.mba.cuhk.edu.hk/

The Chinese University of Hong Kong (CUHK)

CFA Society Hong Kong members can enjoy $80,000 Association Referral Award for the EMBA Program offered by EMBA Program – The Chinese University of Hong Kong.

Once an applicant from CFA Society Hong Kong is admitted to CUHK EMBA program, with a proof that he/she knew CUHK EMBA Program’s admission news and/or events through CFA Society Hong Kong’s communication channels and a letter issued by CFA Society Hong Kong confirming that he/she is a regular member (CFA charter holder or non CFA charter holder), affiliate member or associate member, he/she will receive an Association Referral Award in the amount of HK$80,000, which will be deducted directly from the tuition fee in the last term of the whole EMBA study, i.e. normally the 4th term of the final year. The Award and tuition fee are subject to change each year. Once the student confirms taking up the CUHK EMBA’s Association Referral Award for CFA Society Hong Kong, he/she will surrender the right to enjoy other promotional offers that have been or may be launched by the CUHK EMBA programme from time to time.

While taking the CUHK EMBA Programme, the student has to remain a member of CFA Society Hong Kong.

For Membership Confirmation Letter application, please email to member@cfasocietyhongkong.org 

Apply here: https://bit.ly/3AmAYAp

For enquiries, please contact CUHK EMBA at:

Email: emba@cuhk.edu.hk

Phone: +852 3943 1784

Website: https://www.emba.cuhk.edu.hk/

Online Learning – CFA Institute Certificate in ESG Investing (By Fitch Learning)

The CFA Institute Certificate in ESG Investing (the Certificate) offers practitioners both practical application and technical knowledge in the fast-growing field of ESG investing — an opportunity to both accelerate progress and demonstrate purpose. 

The Certificate is a global qualification, which delivers the required knowledge and skills for appreciating the ESG impact and better ESG integration in the business strategy.  Whereas, Fitch Learning provides comprehensive and structured revision courses in assisting candidates to prepare for the exam of the Certificate.  We are delighted to announce the partnership with Fitch Learning that CFA Society Hong Kong Members, CFA charterholders and non-members could enjoy discounted rates for signing up the revision courses through our website.

The online revision courses of Fitch Learning for CFA Institute Certificate in ESG Investing include:

  • Online Learning*  (Regular Price: US$600)
    • Class recordings
    • Downloadable course slide pack
    • Question bank
    • Online mocks
    • Performance reporting with diagnostic tools
    • Helpdesk with prompt response from expert instructors
    • Practice questions
  • Virtual Classroom Instruction + Online Learning*  (Regular Price: US$1,650)
    • 4 x Half-day virtual classroom
    • Online Learning* (same features as above)

Enjoy the following discounts by signing up through the Society website below:

  • 15% Discount – CFA Society Hong Kong Members
  • 10% Discount – CFA Charterholders (but NOT CFA Society Hong Kong Members)
  • 5% Discount – Non-members

Sign up now by clicking on the links below: 

If you are interested in knowing further details about:

CFA Institute Certificate in ESG Investing

Fitch Learning’s Online Learning courses

Remarks:
  • To receive the discounted rates, participants are required to enrol through the Society’s webpage.
  • Upon successful registration and online payment, your registration details will be provided to Fitch Learning which will contact registrants for further arrangements of the online trainings.
  • If you have not received any email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to check the registration status.
  •  The Society will remit the relevant sum for the online learning courses to Fitch Learning.
  • Participants enrolled for the online courses here are bound by Fitch Learning’s terms and conditions and Fitch Learning will take charge of all aftersales services.
  • These online trainings are NOT eligible for any CPT hours.
  • In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained.
  • Terms and conditions apply.

Exclusive learning resources offers for CFA Society Hong Kong members

CFA Society Hong Kong and Wiley have partnered to deliver affordable learning solutions exclusively to Society members.

Certified Fintech Practitioner Programme

In collaboration with the London Institute of Banking & Finance (LIBF), the Institute of Financial Technologists of Asia (IFTA) has revamped FinTech programme syllabus and has rolled out the Certified FinTech Practitioner Programme.

After finishing the course, individuals can receive a digital Certified FinTech Practitioner credential issued by LIBF, and a one-year membership of Associate Financial Technologist (“金融科技師AFT”), a professional designation, offered by IFTA.

CFA charterholders are offered 10% discount.

For more details: https://cftasia.org/pages/fintech-programme

Journal of Investment Managment (JOIM)

JOIM is a quarterly journal which bridges the theory and practice of investment management and serves as a teaching resource for academia. It is a high quality, fully refereed publication, with electronic and print versions. It offers rigorous research with practical significance, drawing from the disciplines of finance, economics and accounting. Special issues on timely topics, with distinguished authors who have both impressive academic and professional experience, are a highlight.

As a benefit of your membership of CFA Society Hong Kong, JOIM is offering a 50% discount on the annual subscription fee for the online / print version for new subscribers of USD238 (original price:USD340).  If you are interested in subscribing to the journal, please visit here.

We hope you find the publication both useful and insightful. If you have any questions or suggestions, please contact JOIM through their website at https://www.joim.com.

Acknowledgement: On behalf of the Board of CFA Society Hong Kong, we would like to express our gratitude to the Advisory Board of The Journal of Investment Management for providing our members with the above special offer.

Black Sheep Restaurants

Join now to enjoy the complimentary wine / dessert offered by the Black Sheep Restaurants.

Our members are entitled to enjoy the complimentary benefits at the restaurants below:

Valid until 30 April 2022

Complimentary Bottle of Wine with Lunch
  • Artemis & Apollo
  • Buenos Aires Polo Club
  • Crown Super Deluxe
  • La Vache! SoHo and TST
  • Le Garçon Saigon
  • Maison Libanaise
  • Motorino SoHo and Wan Chai
  • Osteria Marzia
  • Rajasthan Rifles

  • Complimentary Dessert with Dinner
    • Artemis & Apollo
    • Buenos Aires Polo Club
    • Carbone
    • Crown Super Deluxe
    • La Vache! SoHo and TST
    • Le Garçon Saigon
    • Maison Libanaise
    • Motorino SoHo and Wan Chai
    • Osteria Marzia
    • Rajasthan Rifles
    • Soul Food Thai

    • To make reservations and redeem the special offers, please reach out to Black Sheep Restaurants at their work email: events@blacksheeprestaurants.com, and specify that you are “CFA Society Hong Kong member”.

      For enquiry about restaurant bookings : 3897 6666

      Remarks:
      1. Bookings must be made in advance in order to redeem offers.
      2. All bookings are subject to restaurant availability.
      3. Offers cannot be used in conjunction with other promotions.
      4. Blackout dates (including Friday to Sunday, as well as public holidays) apply and are subject to the discretion of Black Sheep Restaurants.

      Hong Kong Automobile Association (HKAA)

      Join now to enjoy this special offer with the HKAA. Valid until 31 December 2021.
      Our members are entitled to enjoy the comprehensive HKAA services highlighted below:

      • Full HKAA member benefits, unlimited 24-hour free emergency rescue services;
      • Entrance fee waived (HK$300);
      • FREE Welcome gifts (HK$938), includes:
        – HKAA car interior disinfection treatment
        – Renewal of vehicle license service
        – Insurance cash coupon (HK$100)
        – Disinfectant spray triple set

      Please click here for the Membership Application Form to enjoy this exclusive offer available to our members.

      For enquiries, please contact HKAA membership hotline on 3583-3615 / 6012-8648 or visit  www.HKAA.com.hk .

      Discounted / Complimentary Tickets to prime Industry Events

      Apart from enjoying the member-rate for our in-house events, we are also pleased to provide discounted or complimentary tickets to third-party events offered by associated organizations. These events include the Asian Financial Forum by the Trade Development Council, Hong Kong Investment Funds Association (“HKIFA”) Annual Conference and the HKIB Annual Banking Conference. Details of offers are included in the weekly members newsletters. Please stay tuned and sign up if you have not already done so!

      Apply for BEA Credit Cards to receive up to HK$1,600 in Welcome Rewards

      From now until 31st December, 2021, members of CFA Society Hong Kong can receive exclusive welcome rewards of up to HK$1,600!

      BEA Credit Card Offers:

      • Get our welcome reward of a HK$400 cash rebate by applying dual credit cards (BEA World Mastercard and BEA i-Titanium Card). No spending requirement.

      • An extra HK$200 cash rebate exclusively for members of the CFA Society Hong Kong. Terms and conditions apply, please click here for details.
      • New customers who successfully applied for World Mastercard can also receive an extra 2% spending rebate of up to HK$1,000 within the first 2 months of their card’s issue date.

      Apply now! Please click here to learn more details and apply.

      To borrow or not to borrow? Borrow only if you can repay!

      To mark the 30th anniversary of CFA Society Hong Kong, exquisite red packet envelopes have been prepared to wish our members and their loved ones a healthy and prosperous Year of the Tiger!

      These stylish envelopes are limited and available on a first-come-first served basis.  Interest parties please register with your mailing details on or before 23 January 2022.

      Remarks:
      – The envelopes will be sent by surface mail of Hong Kong Post to addresses in Hong Kong only.
      – The Society will not be able to resend the envelopes in case they are lost in the mail.
      – The envelopes will be posted in the week of 23 January 2022 and the Society will not be able to project/secure the arrival date.
      – Each successful registrant will receive 20 pcs of red packet envelopes.
      – Stocks are limited. First come, first served.
      – CFA Society Hong Kong reserves the right to terminate this offer or amend its terms and conditions at any time without prior notice. In the event of any dispute, CFA Society Hong Kong’s decision shall be final and conclusive.

      2021 BEA Tax Season Loan Exclusive Offer for Corporate Staff Members

      • APR as low as 1.33%*
      • Loan amount of up to 12 times your monthly basic salary (maximum HK$3,000,000)
      • Repayment period of up to 60 months
      • 0% Arrangement fee
      Reference rate table
      Loan amount (HK$) Tax Season Loan Instalment Loan
      12 months 24 months 36 months 48 months 60 months
      100,000 – 199,999 2.23% 2.78% 4.67% 5.59% 6.24%
      200,000 – 299,999 2.23% 2.78% 3.97% 5.13% 5.56%
      300,000 – 499,999 1.78% 1.85% 3.97% 5.13% 5.56%
      500,000 – 799,999 1.78% 1.85% 3.27% 4.20% 4.65%
      800,000 or above 1.33% 1.85% 2.80% 3.74% 3.96%

      * The APR is calculated based on a loan amount of HK$199,999, HK$299,999, HK$499,999, HK$799,999 or HK$1,200,000

      Please click here for more details.

      To apply, please click here with your mobile phone and enter “TLPV” in the Promotion Code field.

      Terms and conditions apply, please click here for details.

      To borrow or not to borrow? Borrow only if you can repay!