The Hong Kong Society of Financial Analysts (HKSFA) is a non profit making organisation founded in 1992 to promote the professional and ethical standards of financial analysts and investment practitioners in Hong Kong. As a member society of the Association for Investment Management and Research (AIMR), the Hong Kong Society assists in the mission of the AIMR to help investment professionals around the world to meet the cahllenges of global investing. Our mission is:

  • to work towards raising the standards of practice of financial analysis and investment advice in Hong Kong through setting up codes of conduct and educational programs
  • to promote the CFA program in Hong Kong and the rest of China and to assist CFA candidates
  • to provide a convenient communication channel between financial analysts and investment advisors in Hong Kong and the AIMR, other investment practioners and Hong Kong securities market regulators
  • to promote and carry out research work in financial analysis and disseminate the results of such research
The Institute of Financial Planners of Hong Kong Limited (IFPHK) is established to be a professional self-regulatory organisation to benefit the public in Hong Kong by fostering professional standards in personal financial planning. IFPHK is one of the seventeen affiliate members of the international organisation, Financial Planning Standards Board (FPSB). FPSB Council members regard CFP certification as the best means of testing a financial planner's commitment to competent and ethical practice, and adminster CFP certification on behalf of the public around the world. Currently there are more than 73.000 CFP licensees certified by Council members worldwide.
The National Association of Investment Fiduciaries (NAIF) is an exclusive, qualifying membership association organized by a group of dedicated and concerned investment fiduciaries. The purpose is to establish a private forum for leading institutional investment fiduciaries to empower one another through education and advocacy. NAIF's unique platform facilitates direct peer interaction among individual members (leading fiduciaries, advocates and activists, academics and practitioners), who come from diverse background commonly tied to institutional investing) to get the most out of performing their fiduciary duties.