From Candidate to Charterholder : Earn your CFA® charter (18 Jun 2025)

Congratulations on successfully completing the Level III CFA exam! To make the most out of your hard work, it is highly recommended that you officially obtain the CFA® charter, which demonstrates your competence and opens doors to countless career opportunities.

You might still be in the process of accumulating the required 4,000 hours (in a minimum of 36 months) of relevant experience to obtain the CFA charter. To assist you in taking your next step towards applying for membership and enjoying the associated member benefits, CFA Society Hong Kong (the “Society”) has invited Ms. Janice Hon, Associate Manager, Member Value (Global Membership), CFA Institute, to guide you through the membership application requirements, including qualifying work experience, professional references, well-written job descriptions, self-assessment tool and tips.

During the session, Dr. K.P. Wat, CFA, Candidate Services Committee member, CFA Society Hong Kong , will also provide insights into the Society’s background and member values.

Join us for this exclusive networking event that will steer you towards earning your CFA® charter. This is also a valuable opportunity to connect with fellow candidates and other professionals in the industry.

Know more about “How to get your CFA® charter” in here.

Details of the gathering:

Date: 18 June 2025 (Wednesday)
Time: 7:00 PM - 8:30 PM 
Venue: CFA Society Hong Kong, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Fees: Complimentary (light refreshment will be provided)
Language: English

If you haven’t received the confirmation email within a couple of minutes of signing up, please check your junk mail folder.

About the Speaker:

Ms. Janice Hon
Associate Manager, Member Value, Global Membership at CFA Institute

Janice is based in Hong Kong and is part of the global membership team at CFA Institute. She plays a key role in developing and executing member value and engagement initiatives while advocating for CFA Institute membership across the Asia Pacific region. Her work ensures effective communication of member needs to the global team, strengthening connections between members and the organization.

Prior to her current role, Janice served as a Society Membership Services Manager at CFA Institute, leading the full spectrum of membership management in the region. She provided strategic guidance to societies on recruitment, retention, and member engagement while delivering membership value. She also contributed to the Strategic Partnership & Business Development team, supporting AP North & Oceania markets in building strong partnerships with universities, firms, and professional associations.

Before joining CFA Institute, Janice held key roles in membership and business development, including serving as Membership Manager at the Canadian Chamber of Commerce in Hong Kong and Business Development Manager at the Royal Institution of Chartered Surveyors (RICS).

Throughout her career in both B2B and B2C environments, Janice has managed membership relations and recruitment, provided consultation to prospects and candidates, and led initiatives in sales and marketing. Her expertise extends to relationship building, event planning, communications, and customer service.

Janice holds a Bachelor of Commerce in Marketing from the University of Western Sydney, Australia. She has completed the Business Analytics: Decision Making Using Data program at Cambridge Judge Business School and, as of July 3, 2024, will have completed the Climate Finance course, jointly developed by CFA Institute and ACCA.

About the Emcee:

Dr. K.P. Wat, CFA, SFHEA, FSA, FASHK, CERA, FRM

Candidate Services Committee Member

Dr. Wat is the Programme Director of Bachelor of Statistics (Risk Management) at The University of Hong Kong, with over 10 years of working experience in tertiary education. He is also a qualified actuary, serving as a Council Member of the Actuarial Society of Hong Kong, taking charge of membership, communications, professional development and exam matters.

With various qualifications in financial risk management, investment and actuarial science, Dr. Wat actively volunteers in different professional bodies. He is a member of the Candidate Services Committee and the University Outreach Committee of the CFA Society Hong Kong.

Remarks

• The event is exclusively for CFA charter pending candidates.
• An confirmation email will be sent to registrants upon successful online registration. 
• Event reminders will be sent out 1 day and 1 hour before the event. If you did not receive the confirmation email and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their registration. 
• Please arrive at the venue 5 minutes in advance of the session start time. The event will start promptly at 7:00 PM.
• By registering for this event, you confirm that you and your guest(s) (if applicable) consent to appearing in any official event photographs and video footage.
• The photographs and video footage will be used by the Society for marketing and publicity purposes in our publications, on our website and in social media, or in a third-party publication.
• In addition, please note that other event attendees may take photographs or video footage and publicly share them. The Society shall hold no responsibilities for such actions.
• By registering for this event, you agree to be bound by the Legal Terms and Conditions of Use and Privacy Policy of CFA Society Hong Kong. Your personal data collected from the registration process will be used for the purpose of the administration of the event you are registered for. 
• Should there be any changes to the event dates and other arrangements, we will notify registrants via emails or phone calls. Notices will also be posted on the Society’s website. Please stay tuned for further announcements.  
• The Society reserves the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice. 
• In case of any dispute, the Society reserves the right of final decision, and no further correspondence will be entertained.  
• Enquiry: candidate@cfahk.org / +852 2521 2543

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here. 
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

• The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
• In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.