CFA China

A Member of the CFA Institute Global Network of Societies

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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;

 CFA China Mission and Vision

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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第二届CFA中国金融人才峰会

——借力国际化金融人才

日期﹕2017年7月8日(星期六)
时间﹕9:30–17:00(北京时间)
地点﹕上海浦东香格里拉大酒店

在充满转型与变革挑战的全球金融市场中,地方金融行业如何兼顾稳定与进取?金融机构如何应对压力与冲击?培养和发展具备高水平道德操守、专业知识及国际化实践经验的金融人才,无疑是一个重要答案。

CFA中国金融人才峰会旨在向金融行业与雇主展示培养和发展本土金融人才的重要性。第二届峰会将于2017年7月8日在上海举行,致力在上海建设国际金融中心的进程中,通过与更多业内雇主、专家及从业人员的合作与探讨,对国际化与复合型金融人才的发展与培养的做出更有价值的贡献。

峰会亮点:

  • 发布CFA协会在中国金融人才发展方面的研究报告
  • 资深CFA持证人分享金融人才在行业变革中如何保持竞争优势
  • 业内雇主及人力资源专家分析人才需求与策略
  • 职场领导力训练营

请点击此处了解更多精彩预告和更新版议程!

 
  

互联网金融京港通系列文章 第二集

了解更多>>

 

 

  

互联网金融京港通系列文章 第一集

了解更多>>

互联网金融给投资管理行业带来很多机遇和挑战,从业人员和投资者都需要随时了解这方面的进展及其影响。 《走近互联网金融》对这一行业发展的现状和前景的展望既切合实际又引人深思。

------ 连伯乐 Nick Pollard

CFA协会亚太区董事总经理

  

 

互联网金融近年来在国内外蓬勃发展,方兴未艾。 这一发展当然有其积极的一面,比如大数据和网络安全等方面的进步可以提高金融服务的效率,完善金融数据的安全。 但是不可否认的是互联网金融的发展也会带来各种变化。 很 多金融行业的从业人员包括我们的会员都希望加深对互联网金融的了解以提高其机构和个 人的职业技能。 另一方面如果互联网金融会给某些细分的行业带来很大冲击,及早了解情况也可以未雨绸缪,趋利避害。 那么究竟哪些技能是大家应该及时提高,哪些行业是大家应该及时规避的呢? 我们组织互联网金融京港通系列文章和相关活动的初衷就是帮助大家找到这些问题的答案。

 

我们的优势

目前,有关互联网金融的数据和活动很多。 我们感觉很多类似的讨论有两个缺陷。 首先,在中国大陆和香港(以及国际上)的讨论几乎完全独立进行。 第二,有关数据和活动主要是由那些想颠覆金融行业的互联网金融初创企业主导,而实际上金融机构在许多关键领域,特别是区块链和智能投顾,比互联网金融方面的创业企业更掌握主动权。 作为一个以投资专业人士为主的全球性组织,我们的努力将集中在连接中国大陆和香港 / 世界其他地方的讨论,以及促进金融机构和互联网金融初创公司之间全面的讨论。

 

项目计划

我们目前的计划主要是访谈亚太区(以大中华区为主)的有关专家,撰写以及组织撰写一些相关文章,这些研究成果会在 CFA 全球官网及中文网站、旗下出版刊物以及其他渠道发表,并选择优秀文章结集出版。 这本中文小册子就是其中的第一本,以后还将陆续出版其他中英文读物。 我们还准备邀请有关专家参加我们在北京,香港,上海和深圳等主要金融市场与各地的 CFA Institute 会员协会举办一系列有关主题活动。 这个系列活动的北京站定 于 11 月 24 日举行,活动的主题是智能投顾的发展方向和模式。 我们还考虑明春以北京和香港为两个主会场举办一次大型的在线线下活动(因此命名为「互联网金融京港通」或「Beijing Hong Kong FinTech Connect」)。 我们建立了一个有关的专家家数据库,重点关注五个领域: 区块链,智能投顾,移动支付, P2P 和众筹。 我们认为这些是最有可能被互联网金融「颠覆」的领域。 专家们主要来自三类背景,使我们可以有一个比较均衡的对话:(1)理解创新产业格局和发展趋势的顾问和风险投资公司,(2)金融机构的技术和 / 或业务经理,以及(3)互联网金融初创或科技公司代表。 欢迎随时对我们有关研究和活动提出建议和意见。 请微信 larrycaocfa或电邮 fintech.apac@ cfainstitute.org 与我们联系。

 

  

 

M&A志愿者小组,与其他小组一样,是CFA中国上海的志愿者自治组织的一部分。通过CFA中国上海顾问团队的建议及协调,志愿者将对所在本组内的事务拥有完全决策权,并负责策划、组织、营运各类组内事务与活动。

M&A志愿者小组设立的目的在于:

  1. 促进本小组内部成员不断提升其并购业务领域的专业知识与经验;
  2. 帮助本小组内部成员展现各自所在专业机构于并购业务领域的优势经验;
  3. 帮助本小组内部成员实现各自并购业务领域资源的对接。

诚挚欢迎对并购业务有想法和兴趣的CFA持证人、CFA考生和业内人士加入我们!

 

 

  

CFA星级导师团招募

        为加强上海金融人才培养,服务融企业用人需求,更好地服务上海国际金融中心建设,在上海市金融服务办公室、上海市教育委员会、共青团上海市委员会的共同指导下,上海市金融发展服务中心、上海市学生事务中心、上海市学生联合会组织开展"2016金融雏鹰培育主题活动"。活动以"金融未来,由你开创"为主题,汇集政府、企业、高校及社会团体等力量,建立一个帮助海内外青年人才实现中国金融梦想的公益性平台,遴选一批有志从事金融行业工作的优秀学生,储备一支上海国际金融中心建设的后备人才队伍,助力金融创新,开创金融未来。

        另一方面,为了帮助更多有志于投身金融行业并正在努力拓展自身"业务半径"的朋友, CFA中国上海特别开展了"CFA课程知名讲师互动计划"!本系列活动旨在通过帮助各级考生在有限的精力下兼顾CFA curriculum中经典理论理解消化并顺利的通过考试。

        我们希望符合以下条件的CFA持证人能够积极参与到"2016金融雏鹰培育主题活动"和"CFA课程知名讲师互动计划"中来,担任金融雏鹰参赛学生或CFA考生的导师工作。有意者请点击此处在线报名,我们会尽快与您取得联系。感谢你你的支持!

  1. 认同金融雏鹰培育主题活动价值,愿意为上海建设国际金融中心、培养储备金融人才做贡献;
  2. 有意愿、有时间参加金融雏鹰组委会和CFA中国上海组织的各项活动;
  3. CFA持证人,担任金融机构高级管理职务三年以上者为佳;
  4. 具备CFA考试的辅导经验为佳,即能熟练掌握了三个级别所有的考试要点,并具备自己对于考试大纲的见解,能够系统性讲授1-2个模块,并乐意来分享考试经验;
  5. 积极、主动、阳光的心态。

       

     "CFA星级导师团"成员将受邀参与或组织任意以下活动(活动前CFA协会和组委会将与导师进行邀请、沟通):

  1. 参与金融雏鹰线上讲座直播,作为主讲人。每周将安排数位导师,每场讲座约一小时,主讲人将前往组委会办公室进行现场直播;主讲人需提前提供演讲内容与相关介绍(企业和个人)。
  2. 参与CFA中国上海的"CFA课程知名讲师互动计划",通过线下讲座和互动交流帮助各级考生在有限的精力下兼顾CFA curriculum中经典理论理解消化并顺利的通过考试来打造属于你的人脉圈子和业内口碑。
  3. 协助金融雏鹰组委会组织其所在企业的参访日活动。
  4. 导师将参与2016金融雏鹰培育主题活动复赛、决赛评委的遴选。选出的导师将作为复赛和决赛评委。复赛、决赛为时均为一天,需现场出席。
  5. 配合金融雏鹰组委会安排的其他宣传活动,提供各类宣传活动的支持。

CFA中国上海

2016年7月6日

  

CFA中国上海新一届顾问团队成员正式任命


为了更好的服务于上海地区的CFA持证人,丰富上海CFA志愿者团体的功能及参与度,同时推动上海CFA志愿者协会的建立,CFA中国上海新一届顾问团队成员于近日确定。任命如下;且此任命自2016年6月4日起生效,任期一年。


CFA中国-上海 首席顾问: 

孙志鹏, Ph.D., CFA 
东方证券股份有限公司 固定收益业务总部执行董事 


CFA中国-上海 战略顾问: 
*按姓氏排序* 

郭涛, CFA 
第一财经《对冲基金》杂志 总编辑;贝塔基金 总经理


黄凡, CFA
 
德意志银行 资产及财富管理董事兼中国区总经理


江英, CFA, FRM, FCCA, CICPA
 
复星集团 财务分析部外派财务负责人


蒯明, CFA, FRM
 
中国平安信托有限责任公司 资产管理事业部产品总监


李向辉, CFA, FRM, CAIA
 
肯阳海外投资基金管理(上海)有限公司 总经理


李宇龙, Ph.D., CFA, CPA
 
嘉合基金管理有限公司 副总经理兼首席投资总监


欧家麟, CFA
 
阿里巴巴集团 财资管理部副总裁


舒雷, CFA
 
中国平安信托有限责任公司 资产证券化部总经理


王琦, CFA, FRM
 
中国金融期货交易所 期权小组负责人


魏皛, CFA
 
上海格尔实业发展有限公司 市场部经理


许东江, CFA
 
中国太平资产管理公司 股权投资事业部执行董事 


我们特此与您分享这一喜讯,并感谢您对CFA中国-上海一如既往的支持!我们将在新顾问团队的领导下,继续以提倡CFA协会专业标准为使命,致力于提供优质的会员服务,包括持续进修的机会、道德操守和专业标准的推广、职业发展的指导和沟通交流的平台等。 



  

YFTP.jpg

On November 21, 2015 Youth Financial Talent Program successfully closed in Shanghai with an awarding ceremony that attracted over 100 participants from local governments, top financial employers, universities, and media, pushing the 6-month program to a climax. The Program was designed as a debate competition on professional financial topics to test candidates’ knowledge and skills, initiated and driven by CFA Shanghai Society in preparation, supported by CFA Institute, and held in close partnerships with Shanghai Municipal Office of Financial Service, together with over 200 top financial employers and 150 universities both local and oversea.

 

In the Program, about 7,000 students registered. After the first round of selection conducted by more than 50 expert judges including officials from Shanghai Municipal Office of Financial Service, corporate executives and HR heads in famous financial institution, CFA China-Shanghai board members, and CFA senior members, 3,571 candidates participated in the Preliminary, among which 200 successfully got into the Semi-final, and 38 of them joined in the Final. 12 candidates won the awards.

 

Above involving students and working professionals throughout China, and even overseas, the Program managed  to bring huge branding returns for CFA. One TV media and 18 pressed attended the Final competition, and 60 media in total published the news of the Program. It also strengthened the recognition of local governments again. At the Final Competition and Award Ceremony, Mr. Yang Zheng, the director of Shanghai Municipal Office of Financial Service, and Mr. Jiayong Yao, the secretary of Shanghai Municipal Office of Financial Service attended the event and made the opening and closing speech respectively. They strongly believed that Youth Financial Talent would be a long-term program because of its magnificent significance in financial talent development and employment platform establishment between employers and students.

 

“I am very proud that we made it with endeavors of our Shanghai team and support of Shanghai senior members. The influence of this program is far beyond our expectation. Owing to the placement of our CFA Program in the test content and CFA senior members’ participation in the expert judge panel, CFA brand becomes well known by more people and employers.” Tiger Chen, CFA, leader of the Program said.​​

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CFA China, CFA Society Beijing and HKSFA have entered into a reciprocal arrangement whereby the members of each party can attend the other party's events and enjoy their Member rates. The seats allocated for each event is limited, so please book early in advance by registering with CFA Society Beijing or HKSFA (the Hong Kong Society of Financial Analysts). Please be mindful that the same policy for no-shows and cancellations will be implemented for both parties. Please visit http://www.cfabeijing.org and www.hksfa.org to learn more about the activities of CFA Society Beijing and HKSFA.

              

  

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.

  
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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 What is CFA Institute

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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 CFA China Groups

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  • Volunteer & Member Recruitment

 Contact Us

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