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Press Release

January 31, 2019

Kaplan Schweser and The Hong Kong SAR Society of Financial Analysts (HKSFA) Sign Strategic Partnership Agreement to Support Candidates on CFA® Program Exam Preparation

Florence Wu

Thursday, January 31, 2019 – Kaplan Schweser, the most widely used study program for financial designation candidates worldwide, and The Hong Kong SAR Society of Financial Analysts (HKSFA), the fourth largest CFA Society in the world and the largest CFA Society in Asia, announced the signing of a strategic partnership agreement to provide CFA exam preparation for candidates in Hong Kong SAR and Macau.

The partnership allows CFA® Program candidates and HKSFA members greater access to Kaplan Schweser’s popular in-person and online exam prep classes, available in both English and Cantonese. In addition to purchasing Kaplan Schweser’s CFA® Program study materials from Kaplan’s campus in Causeway Bay, candidates may now purchase the materials through HKSFA’s office in Central.

“We are thrilled that the HKSFA, Asia’s largest CFA Society, has chosen to collaborate with Kaplan Schweser to promote excellence in candidate outcomes and continue to grow the profession. HKSFA joins our network of over one hundred CFA Societies globally who are partnering exclusively with Kaplan Schweser,” said Dr. Andrew Temte, CFA, CEO of Kaplan Professional.”

“Blending the knowledge, skills, and power of two of the most reputable leaders in the exam prep market will benefit our candidates, and a broader membership community as well,” said Tony Watson, CFA, President of HKSFA. “It is our pleasure to partner with the market leader.”
“Kaplan is the absolute market leader in CFA® Program exam prep in Hong Kong SAR for good reasons,” said Wen Lu, Managing Director of Kaplan Hong Kong SAR . “We have taught over 13,000 CFA® Program student alumni in Hong Kong SAR , complemented by our state-of-the-art e-learning technology and Kaplan Schweser faculty’s rich research and industry experiences. Our unique capabilities allow us to produce the highest quality experience and outcomes for our students.”

“HKSFA’s office is located next to the IFC and Central/Sheung Wan MTR Station, which is in close proximity to those working in the CBD area,” said HKSFA Managing Director Calvin Cheung. “It is convenient for candidates to pick up a Kaplan Schweser package during lunch hour and check out the professional development resources available at HKSFA.”

press release wen lu

Wen Lu, Managing Director of Kaplan Hong Kong SAR , shared the achievement of Kaplan in Hong Kong SAR and the wider world.

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Tony Watson, CFA, President of HKSFA, shared vision of the partnership.

press release wen and tony

Wen and Tony signed the partnership contract.

press release kaplan schweser hksfa

Representatives of Kaplan Schweser and HKSFA toasted together.

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Group photo of Kaplan Schweser, HKSFA and CFA Institute.

About Kaplan Schweser and Kaplan

Founded in 1990, Kaplan Schweser has been the world leader in providing premier CFA exam prep materials and continues to be the most trusted name in the industry. Kaplan Schweser also offers quality exam prep materials for other advanced financial designations, including CAIA®, FRM®, CFA Institute Investment Foundations™ and CFP® certification. Kaplan’s overall training operation in Hong Kong SAR serves 11,000 students and 60 corporate clients annually, offering advanced financial and accountancy designations, as well as other educational services in the areas of leadership and professional development, higher education, test prep and admissions. Kaplan is a subsidiary of Graham Holdings Company (NYSE : GHC) and its largest division. For more information, please visit and

About The Hong Kong SAR Society of Financial Analysts

HKSFA is a non-profit organisation founded in 1992 by a group of CFA charterholders in Hong Kong SAR . The Society currently has 6,572 members (as of 31 December 2018) and is the fourth largest member society of CFA Institute which has more than 154,000 members in 165+ countries/territories. The Society is mostly run by member volunteers with the support of a team of professional staff. HKSFA shares the mission of CFA Institute in raising professional and ethical standard of financial analysts and investment practitioners through continuing education events and advocacy effort. In addition to promoting the CFA designation in Hong Kong SAR , the Society aims to provide a forum for our members, CFA Institute, other investment practitioners and regulators. For more information, visit


Florence Wu
Office: +852 3102 8631

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