Finance Seminar Series [20] [CFA Program & Career Confidence]


Release date:2022/04/20
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On 14 April 2022, the Faculty of Finance of the City University of Macau held the Finance Seminar Series [20], at the Ho Yin Convention Centre. Mr David Ching, Director of CFA, Head of China Strategy and Head of China Materials / EV & Battery Materials Research, Macquarie Capital, and Ms Florence Wong, Director of University Relations for Asia Pacific, CFA Institute, were invited to deliver online speeches on the industry insights and resources and opportunities for students, respectively. Guests attending this seminar include Dean Adrian Cheung; Associate Dean Eva Khong; Associate Professor Zefu Wu, Course Coordinator of Graduate Program; Assistant Professor Deqin Lin, Course Coordinator of BAE Program of Faculty of Finance, City University of Macau.

 

Director Florence Wong introduced CFA Institute and the CFA exam. CFA Institute is the Global Association of Investment Professionals, which mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate betterment of society. The CFA charter is a globally recognized credential. Over 25,000 firms employ charterholders and there are already over 177,000 CFA charterholders since 1947, and they have been positively impacting the investment profession. There are three levels of the CFA exam. Level one focuses on the investment tools including quantitative methods, economics, financial reporting and analysis, and corporate finance. Level two focuses on asset classes including equity investments, fixed income, derivatives and alternative investments. Level three focuses on portfolio management and wealth planning. Students with a bachelor's degree in any major (from STEM to the humanities) may have already learned level one topics through university studies which is a perfect start to enrolling and registering for the level one exam. Besides completing three levels of the exam, the CFA certificate also requires 4,000 hours in a minimum of 36 months of work experience. No waiver will be granted for the CFA exam, regardless of the department, degree, qualification or professional experience a candidate has studied at the university that is relevant to the content of the CFA exam. The CFA program curriculum is the only source material for exam preparation and study tools can be found online in the learning ecosystem of CFA’s website.

 

Director David Ching introduced the CFA Society Hong Kong. CFA Society Hong Kong can also be known as The Hong Kong Society of Financial Analysts (HKSFA), which was founded in 1992 by a group of CFA charterholders in Hong Kong. CFA Society Hong Kong is one of the largest member societies of CFA Institute which has more than 170,000 members in 165 countries/territories. HKSFA has organized networking/member services events with themes, which introduce a concept, for example, Big Data, Value Investing, ESG, etc. HKSFA started a student mentorship program in which industry practitioners as some mentors to provide advice and guidance, and share personal and career experiences with mentees. HKSFA also held information sessions of the CFA exam and formed study groups for candidates. Furthermore, HKSFA collaborated with different media to publish major public awareness programs on different topics or interviews with seasoned investment practitioners.

 

The Faculty of Finance invited these two experts from the CFA Society Hong Kong to share with the students, which helped them to have a deeper understanding of the registration information, preparation and certification qualifications of the CFA exam. Lastly, Dean Cheung, Associate Dean Khong, Associate Professor Wu and Assistant Professor Lin delivered speeches, respectively, hoping that the students will actively obtain the CFA certification and strive to add value to themselves. The Faculty of Finance will continue to invite experts from different fields of the financial industry to share their insights with students in order to enrich their practical knowledge.



 
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