Dates: Monthly, October 2021 – September 2022

Location: Webinar via Zoom (supported by exclusive access to the Series on ASIFMA Portal)


Following the highly successful pilot ASIFMA Training Series with more than 450 registrants from over 90 firms and supported by 17 Partner Organisations, we are excited to bring to you our Training Series Season 2!

  • Series of monthly interactive training sessions on key emerging topics relevant to the Asian financial industry
  • Delivered by expert trainers from our network of leading Financial Institutions. Participants will be confident they are learning from a source accredited by the industry
  • Aimed at getting junior and intermediate employees up to speed on emerging areas in financial markets within Asia (potentially also useful for senior professionals)

Monthly Training Session Format:

  • Interactive virtual live training session of 60-90 mins in English
  • Introduction to the topic in a dynamic format, including use of polling, Q&A and surveys
  • Exclusive access to an online repository containing educational resources for each topic, including session presentation provided by the trainers, background materials and videos on-demand

Topics, Schedule:

The fourth monthly session on The Pandemic – Policy Strategies and Financial Markets Impact will be held on Monday 24 January 2022. The full list of topics is as follows. (Note these are subject to change if more relevant topics emerge over the year).

  • Sustainable Finance/ESG in Asia (26 Oct 2021)
  • Big Data Management and Analysis including AI (23 Nov 2021)
  • China Financial Markets Explained (14 Dec 2021)
  • The Pandemic – Policy Strategies and Financial Markets Impact (24 Jan 2022, 12nn-1pm HKT)
  • Special Purpose Acquisition Companies (SPACS) (15 Feb 2022, 12nn-1pm HKT)
  • Tokenised Securities, Cryptocurrencies and CBDCs Explained (10 Mar 2022, 12nn-1pm HKT)
  • Asset Management and Hedge Funds Explained (Apr 2022)
  • Digitisation and Consequence of Greater Electronification (May 2022)
  • Data, Privacy Policy and the Cloud (Jun 2022)
  • Operational Resilience and Cybersecurity (Jul 2022)
  • Compliance Tips for Staying on the Right Side of the Regulator (Aug 2022)
  • Navigating ASEAN Markets (Sep 2022)

Trainer Profile:

  • Global and Asian industry experts and senior representatives from our network of leading financial institutions from both the buy and sell side, including banks, asset managers, law firms, market infrastructure providers and consultancies who have been specifically selected for their knowledge and skills by ASIFMA directors and related member committees.
  • ASIFMA is committed to ensuring diversity and inclusion in our workplace and this policy is applied in all areas of our business including speaker roles at our trainings and conferences.

Topic 1: Sustainable Finance/ESG in Asia

  • Gabriel Wilson-Otto, Director, Sustainable Investing, Fidelity International
  • Helge Muenkel, Managing Director, Head of Asia Pacific, Sustainable Finance & Global Capital Markets, ING
  • Ronald Wu, Head of ESG & Sustainability Research, APAC, UBS

Topic 2: Big Data Management and Analysis including AI

  • Celine Le Cotonnec, Chief Data and Innovation Officer, Bank of Singapore
  • Ewan McAllan, Data Centre Of Excellence Lead, Asia, Morgan Stanley
  • David Hardoon, Senior Advisor for Data and Artificial Intelligence, UnionBank of the Philippines

Topic 3: China Financial Markets Explained

  • Vicky Tsai, Head of Securities Services, Citibank China
  • Liyuan Xiao, Head of Integrated Franchise Trading (Greater China), Deutsche Bank
  • Christina Ma, Head of Greater China Equities, Goldman Sachs
  • Patrick Wong, Managing Director, Head of China Business Development and Client Management, Securities Services, HSBC
  • Thomas Fang, Head of China Global Markets, UBS

Topic 4: The Pandemic – Policy Strategies and Financial Markets Impact 

  • Steve Wilford, Partner, Head of Global Risk Analysis, Asia-Pacific, Control Risks
  • Simon Hawkins, Partner, Latham & Watkins
  • Janine Canham, Chief Operating Officer, Sanford C. Bernstein

Enrollment Fees:

  • For the entire Series: $220 USD for ASIFMA member firms and Partner Associations; $270 USD for non-members
  • Access is not transferrable between individuals and will be monitored both during the webinars and on the Portal.
  • No refund will be provided after registration for cancellations.
  • For bulk registrations (10 participants or more via a firm coordinator), a 20% discount on the total fees will be offered. See details here. You may contact to check whether your firm has designated a registration coordinator yet.

Certificate, Accreditation:

  • Those who attend at least 8 live webinar sessions as well as complete the requisite number of surveys will be issued with an electronic Proof of Attendance at the end of the series.
  • Securities and Futures Commission (SFC) Continuous Professional Training (CPT) points will be granted for those located in Hong Kong for live sessions attended.
  • Attendance at relevant live sessions counts as CPD activity for holders of HKMA Enhanced Competency Framework certifications with relevant job roles.
  • Similar accreditation is being sought in other jurisdictions.


The Series Factsheet can be downloaded here. Please contact ASIFMA Education & Training Division at for further questions.

Partner Associations:

Some guy
Some position
Some company
Some content