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The Hong Kong Society of Financial Analysts Ltd. (HKSFA) is a non-profit 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 CFA Institute, the Hong Kong Society assists in the mission of the CFA Institute to help investment professionals around the world to meet the challenges of global investing. Currently, CFA Institute has 75,000 members in over 120 countries. HKSFA accounts for over 2,600 of those members and is one of the top 6 largest societies in the world.

Kaplan Financial is a leading provider of professional qualifications and business training in the UK and Asia. In February 2003, Kaplan Financial became part of the Kaplan group of companies. The vision of Kaplan Financial commits the company to combining years of classroom-based expertise with access to the most advanced learning platforms and technology that have formed the basis of Kaplan's success in the US. Kaplan Financial prepares over 30,000 students a year for professional accountancy exams such as the AAT, ACA, ACCA and HKICPA as well as tax qualification programs. In addition, Kaplan Financial is also a leading provider of financial markets training, offering CFA, Licensing Exam, FRM, CAIA, CFP and other finance courses to investment professionals, specialist corporations, and government bureaus.