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Mr. Jimmy Lee
CFA, CPA (Practising), CFP, LLMArbDR, MBA
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Presenter's Profile:
Mr. Jimmy Lee

Jimmy has been a trainer of the Chartered Financial Analyst (CFA) program for over 10 years.  He actively conducts investment and financial management related trainings in Hong Kong and the PRC.  He has also lectured at the Baptist U, Open U and other professional bodies.  Currently he is working full time as the head of wealth management in a local investment firm.  Jimmy also runs his own CPA practice in Hong Kong.

Academic background:

  • Master of Business Administration (Finance), California State University at Hayward, USA
  • Graduate Diploma in Accounting, University of Southern Queensland, Australia
  • Honor Bachelor of Science (Actuarial Science and Economics), University of Toronto, Canada
  • Certified Financial Planner, Hong Kong (CFPCM)
  • Chartered Financial Analyst (CFA)
  • Qualified member of CPA Australia (CPA (Aust.))
  • Fellow Member of the Hong Kong Institute of Certified Public Accountants (FCPA)

Working Experience:

  • Head of Wealth Management, China Yinsheng Wealth Management Limited
  • Former Associate Director, Centerline Wealth Management Limited
  • Former Associate Director of UBS AG
  • Former Vice President of Sun Hung Kai Wealth Management Limited
  • Senior management position in multi-national financial institute including Deloitte Touche Tomatsu

Training and other experience:

  • Over 10 years training experience on financial topics
  • Executive Committee of IFPHK
  • Guest speakers in various industry conferences and events
  • Guest speakers in radio and TV finance programs including Metro Finance Program and Cable TV Program

Past CPD Courses
Course: Financial Management for Legal Professionals * Financial Management for Legal Professionals
Presenter(s): Mr. Jimmy Lee
Code:
EVT000000061
Date: 18 May 2015 (Monday) (Amended)
Time: 09:30 - 12:45
Venue: Kornerstone Institute, 15/F, Hip Shing Hong Centre,
55 Des Voeux Road Central, Central, Hong Kong
Language: English
Accreditation(s): LSHK 1.5 CPD Point
SFC 3.0 CPT Hours
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