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CFA China
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CFA中国为服务于CFA协会的中国会员建立于2008年12月。CFA中国的使命是:提供最优质的会员服务以支持CFA投资专业标准;通过后续教育及活动建立广泛的会员之间及会员与投资团体之间紧密的联系;
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CFA China was founded in December 2008 to serve CFA Institute members in China. CFA China’s mission is to champion the CFA standard of investment profession by offering top-quality membership services, building strong connection with candidates and broader investment community through continuing education and advocacy. More...
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 |  |  | | 北京市西城区金融大街35号国企企业大厦C座1518室 | 2013/5/23 19:00 | 2013/5/23 20:30 | |  |  |  | | 深圳市福田区泰然九路21号皇冠体育中心 | 2013/5/25 15:00 | 2013/5/25 17:00 | |  |  |  | | 上海卢湾区蒙自东路65号狐咖(近蒙自路丽园路,地铁9号线至马当路站3号出口) | 2013/5/26 14:00 | 2013/5/26 17:00 | |  |  |  | | 北京市海淀区北三环西路11号首都体育学院田径综合馆 | 2013/5/26 15:00 | 2013/5/26 17:00 | |  |  |  | | 北京西城区金融街7号英蓝国际金融中心11层F1130 | 2013/5/28 19:00 | 2013/5/28 21:00 | |  |  |  | | 上海市浦东新区陆家嘴环路1233号汇亚大厦3005-3008汤森路透 | 2013/5/28 19:00 | 2013/5/28 20:30 | |  |  |  | | 上海市浦东新区世纪大道1168号东方金融广场A座601室(陆家嘴财富管理培训中心) | 2013/5/30 19:00 | 2013/5/30 21:00 | |  | |  | | To be announced | 2013/6/3 19:00 | 2013/6/3 20:30 | |  | |  | | To be announced | 2013/6/4 19:00 | 2013/6/4 20:30 | |
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Please click here for details and application.
| | | | | | The investment industry is relying on you to lead the way with your exemplary standards of ethics, integrity, market efficiency and investor protection. | | |
As of May 2009, there are 1,631 CFA members in China, which makes China one of the largest regions globally by the number of CFA members. The China market also sees the highest growth in both the number of new Level I exam registrations and the number of members.
According to the July 2011 demographic of members in China, their investment practices are broken down into the following categories: 38.1% as equities; 15.1% as fixed income; 14.6% as private equity and venture capital; 6.6% as commodities, derivatives and foreign currency; 3% as real estate; and 22.6% as other.
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CFA China relies on volunteers/ members of CFA Institute, with support from CFA Institute staff. In both Shanghai and Beijing, there is a core group of volunteers who plan the activities of CFA China member services. These core groups are each led by a Principal Advisor, a Vice Principal Advisor and a number of Strategic Advisors covering a broad range of activities. All Advisors contribute their time, efforts and resources on a volunteer basis.
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CFA China Shanghai is taking the initiative to start a Hedge Fund Group(HFG). The mission of CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
Shanghai is the financial center of China and will be the leading financial center of the world. CFA Shanghai is part of the global community of over 100 thousand investment professionals with CFA designations. We want to play a bigger role by raising standards of professional excellence in the finance industry, championing ethical behavior in investment markets and building an investment industry that serves the interests of investors and society in China.
To achieve this higher goal, CFA China-Shanghai will start a Hedge Fund Group(HFG) that mainly comprise of professionals in the investment industry. Hedge fund represents a unique and dynamic group in the asset management industry, and they’re also famous for their unique market investment and trading thesis or skills that deliver return far superior to traditional mutual funds. We’ll invite professionals from this industry to conduct series of seminars covering investment strategies, analysis on macro economy(domestic and global) and recent developments in financial markets, including areas like Equity, Commodity, Forex and Bond. These seminars will also serve as net working opportunities to asset management professionals in Shanghai.
If you'd like to join the Hedge Fund Group or become a volunteer, please send you name, member/candidate no., company name, telephone number to pa-sh@cfa-china.org.cn. You are also welcome to our regular Hedge Fund Group seminars in the future.
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Students from 10 top universities in East China will compete for the chance to represent China in the CFA Institute Research Challenge global finals in London next year.
This prestigious competition tests students’ ability to do professional-level equity research and valuation analysis as well as their oral presentation skills. Every year, CFA charterholders mentor students on best practices to prepare them for the competition and for the real world. Industry experts will pick the winning team that will advance to the national finals.
Don’t miss this exciting event! Come and support the next generation of financial analysts on 9 December 2012, Sunday, 1:30 p.m. - 4:30 p.m. at Multifunction Hall, 4th Floor, Bank of China Tower, 200 Yincheng Zhong Road, Pudong New District, Shanghai.
Participating Universities:
• Fudan University;
• Shanghai JiaoTong University;
• Tongji University;
• Shanghai University;
• China Europe International Business School;
• Nanjing University;
• China East Normal University;
• Xi’an Jiaotong-Liverpool University;
• Shanghai Institute of Foreign Trade;
• Shanghai Advanced Institute of Finance
Program Details:
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Time: |
9 December 2012, Sunday (1:30 p.m. - 4:30 p.m.)
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Venue: |
Multifunction Hall, 4th Floor, Bank of China Tower, 200 Yincheng Road (Central), Pudong New District, Shanghai
上海浦东新区银城中路200号中国银行大厦4楼多功能厅 |
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Price: |
Free (CFA China Member First)
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Open seats: |
30
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Registration:
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Send an e-mail titled “Research Challenge” to ul-sh@cfa-china.org.cn. Please include your name, member/candidate number, company name, telephone number.
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CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.
The mission of CFA Institute is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
Learn more about CFA Institute
Learn more about the CFA Program (in Chinese)
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Issue 4 - Summer 2010 (by Shanghai advisory group) Issue 3 - Spring 2010 (by Shanghai advisory group) Issue 2 - Autumn 2009 (by Shanghai advisory group)
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- Continuing Education
- Career Development
- Programming
- Social Network Functions
- Investment Research Challenge
- Communication and IT
- Public Awareness
- University Liaison
- Volunteer & Member Recruitment
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To join CFA Institute, register for member services from CFA China, get involved in CFA China as a volunteer, seminar speaker, sponsor, university partner, or to give us feedback and suggestions, please contact us.
Phone: Toll-free: 00-800-8228-8820 Email: cfachina@cfainstitute.org
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