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Candidate Education
Dear CFA® Candidate,

We are pleased to learn that you have registered for the 2018 June CFA® examination. While today that date may seem like an eternity away, successful candidates realize that the time passes all too quickly and know the importance of getting an early start. The Hong Kong Society of Financial Analysts (HKSFA) recognizes the commitment required to pass each challenging level and understands the time constraints each candidate faces in preparing for the exam.

To help supplement your individual study efforts, HKSFA is offering the following programs for candidates in Hong Kong. These programs are designed to help you maximize your study efforts and master the CFA exams successfully.
We sincerely hope you will take advantage of these programs HKSFA is providing this year.  We look forward to your participation and send our very best wishes for success in the exam!

Yours sincerely,

The Education Committee
The Hong Kong Society of Financial Analysts
 
 
Study Groups

Many candidates find that meeting with a group of candidates on a regular basis helps them better structure their study time and remain motivated. The study groups may meet at an agreed-upon time in a location convenient to all of the candidates in the group. The study group meetings serve as an excellent forum for discussing the CFA reading material and sharing both expertise and moral support. An added plus is that you are able to meet others in the industry and build your network of contacts.

Please let us know of your interest in participating in a study group (for June 2018 Exam) by completing the application form and returning it to us by 8th December 2017. We shall try to group you with those who share your time and location preferences if possible. You will be advised of the details of your group in mid Decemebr 2017. Please note that we only accept applications from candidates who have registered for the 2018 June exam. This service is free of charge.


Wiley Study Materials

Wiley is a participating provider of CFA Institute's Prep Provider Program.  It offers comprehensive study solutions.  The Wiley's products have been specifically designed to help maximize the efficiency and effectiveness of each candidate's preparation program.  Its efficient learning platform would help make your learning process easier and more productive.  Reviews of the products can be found from https://www.efficientlearning.com/wiley-cfa/

Wiley has made special arrangement with The Hong Kong Society of Financial Analysts (HKSFA) for the distribution of its study materials in Hong Kong.  It offers a special pricing compared to the regular price as shown on Wiley's website at https://www.efficientlearning.com/wiley-cfa/Please also note that Wiley may offer bigger discount at its website from time to time or to specific group of customers at its own discretion.  The Wiley products contain the following :

E-version
A.  Until You Pass Guarantee including Free Updates & Upgrades
B.  Adaptive Exam Planner & Personalized Study Schedule
C.  Dashboard & Performance Metrics
D.  30-45 Minute Bite-Sized Lessons
E.  Formula Sheets
F.  Study Guides
G.  Course Outlines
H.  Practice Questions
I.   2 Full-length Mock Exams (1 Mock Exam for Level III)
J.  Video Lectures
K. 14-16 Weeks of Live Online Virtual Classes
L.  Online Mentoring
M. 11th Hour Final Review Course (40 hours Final Review Lecture Videos and Mock Exam Seminar)
N. 11th Hour Review Study Guide
O.  Additional 11th Hour Mock Exam 

Individual Products (Print Version) :
P.  Study Guides - HK$1,650
Q. 11th Hour Guide - HK$600

Individual Products (online products) :
R.  Study Guides - HK$1,400
S.  11th Hour Guide - HK$500
T.  11th Hour Final Review Course - HK$2,750
U.  Formual Sheets - HK$350
V.  Mock Exam - HK$745
W.  Lecture Videos - HK$3,085
X.  Online Mentoring - HK$1,525
Y.  Test Bank - HK$1,915 (Level I), HK$1,525 (Level II or Level III)

Product Price
1.    Study Guides print version - HK$1,650 (Level I, Level II or Level III)
2.    Study Guides ebook - HK$1,400 (Level I, Level II or Level III)
3.    11th Hour Guide (print version) - HK$600 (Level I, Level II or Level III)
4.    11th Hour Guide ebook - HK$500 (Level I, Level II or Level III)
5.    Self Study Course (i.e. Item A to I) - HK$2,900 (Level I, Level II or Level III)
6.    Self Study Course (i.e. Item A to I) + Study Guides print version (i.e. Item P) - HK$3,300 (Level I, Level II or Level III)
7.    Silver Course (i.e. Item A to J) - HK$4,500 (Level I or Level II), HK$4,000 (Level III)
8.    Silver Course (i.e. Item A to J) + Study Guide print version (i.e. Item P) - HK$4,900 (Level I and Level II), HK$4,400 (Level III)
9.    Gold Course (i.e. Item A to L) - HK$6,750 (Level I or Level II), HK$5,000 (Level III)
10.  Gold course (i.e. Item A to L) + Study Guide print version (i.e. Item P) - HK$7,150 (Level I or Level II), HK$5.400 (Level III)   
11.  Platinum Course (i.e. Item A to O) - HK$8,500 (Level I or Level II), HK$7,500 (Level III)
12.  Platinum Course (i.e. Item A to O) + Study Guides print version (i.e. Item P) - HK$8,900 (Level I or Level II), HK$7,900 (Level III)
13.  Formula Sheets - HK$350 (Level I, Level II or Level III)
14.  Mock Exam - HK$745 (Level I, Level II or Level III)
15.  Lecture Videos - HK$3,085 (Level I, Level II or Level III)
16.  Online Mentoring - HK$1,525 (Level I, Level II or Level III)
17.  Test Bank - HK$1,915 (Level I), HK$1,525 (Level II or Level III)
18. 11th Hour Review Course - HK$2,750 (Level I, Level II or Level III) :
       - Exam Planner & Personalized Study Schedule
       - 30-40 minute bite-sized lessons
       - Dashboard & Performance Metrics
       - Formula Sheets
       - 11th Hour Final Review Mock Exam
       - 11th Hour Guide
       - 11th Hour Final Review Course and Mock Exam Seminar

Note : 
If you wouldl like to enjoy any discount that Wiley would offer for special promotion or for the university students, please place your order directly with Wiley via https://www.efficientlearning.com/wiley-cfa/ in US$.  University students will need to provide proof of academic status before they can enjoy the univesity student discount.  It offers option for getting either ebook or print version of the Study Guides from the Wiley's website.  For print version, there will be an additional charge of shipping fee.  Schedule of product availability can be found from Wiley's website at :
https://www.efficientlearning.com/cfa/product-availability-schedule/

Order Forms
To place your order, please complete the following order form and return to us by email at info@hksfa.org or give it to us in person at the HKSFA office.

2018 - Level I / Level II
           Level III


Information of CFA Prep courses 

HKU School Professional and Continuing Education (HKU SPACE)
is offering CFA Education Program. 

A.  2018 CFA Level 1 Education Program will start on 5th May 2018
     Enrolment Deadline : 27th April 2018
     60 hours of lectures will be conducted in English on Saturdays and Sundays. 
     Wiley study materials will be used.
     For details, please visit http://www.hkuspace.hku.hk/progr/cfa-level-1 or
     contact HKU SPACE directly at cfa@hkuspace.hku.hk or by phone on (852) 2867-8468. 
     10 hours of lectures will be conducted in Cantonese supplemented with English; course materials will be in English.  
     For details, please visit https://hkuspace.hku.hk/prog/cfa-refresher-course-level-1 or 
     contact HKU SPACE directly at cfa@hkuspace.hku.hk or by phone on (852) 2867-8468. 
 
C. 2018 CFA Level 2 Refresher Course on 17th June 2018
     Enrolment Deadline : 31st March 2018
     10 hours of lectures will be conducted in English
      For details, please visit http://www.hkuspace.hku.hk/progr/cfa-refresher-course-level-2 or
     contact HKU SPACE directly at cfa@hkuspace.hku.hk or by phone on (852) 2867-8468. 

 
Note : HKSFA would like to remind the candidates that review courses and study notes should only be regarded as supplementary study aids.  Study the prescribed curriculum is the best way to prepare for the examination and there is no substitute for studying the CFA Program Curriculum that are recommended by CFA Institute.



Should there be any questions of the above, please contact us at info@hksfa.org or by phone at (852) 2521 2543.

CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by organizations sponsoring or providing CFA® exam preparation materials or programs, nor does CFA Institute verify pass rates or exam results claimed by such organizations.  CFA® is a licensed service mark of CFA Institute.