CHARLES SCHWAB, HONG KONG, LTD.

Charles Schwab, Hong Kong, Ltd.
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Investor Education

U.S. investing guidance from Schwab specialists.

Complimentary educational workshops

Whether in-person or online, we aim to provide you with investing education that’s convenient for you to access.

Seasoned investment professionals

Enhance your investing knowledge and trading skills with guidance from passionate presenters dedicated to helping you with your U.S. investments.

A variety of investing topics

Our educational workshops are customized to help non-U.S. investors learn more about U.S. investing—from U.S. market analysis to placing complex orders and more.

Explore our updated list of free live webinars and in-person events below.

  • Topic Date Time (HK) Language Location Register
    Make the most out of schwab.com.hk
    Take advantage of the wealth of content and tools available on schwab.com.hk to help you plan and keep on track with your financial goals. In this session, you'll get information about ways to leverage resources for investing, planning, trading and researching investments.
    Wednesday,
    July 8, 2020
    1:00 p.m. – 1:45 p.m. Cantonese Webinar Register
    Investing in the U.S. with Schwab
    Learn about the importance and possible benefits of investing in the U.S. market. This workshop will also include an introduction to Charles Schwab, who we are and how we serve clients; a summary of our products, pricing, tools, and resources; and a review of the protections we have in place for our clients' assets.
    Wednesday,
    July 22, 2020
    1:00 p.m. – 1:45 p.m. English Webinar Register
    Make the most out of schwab.com.hk
    Take advantage of the wealth of content and tools available on schwab.com.hk to help you plan and keep on track with your financial goals. In this session, you'll get information about ways to leverage resources for investing, planning, trading and researching investments.
    Wednesday,
    August 5, 2020
    1:00 p.m. – 1:45 p.m. Cantonese Webinar Register
    Investing in the U.S. with Schwab
    Learn about the importance and possible benefits of investing in the U.S. market. This workshop will also include an introduction to Charles Schwab, who we are and how we serve clients; a summary of our products, pricing, tools, and resources; and a review of the protections we have in place for our clients' assets.
    Wednesday,
    August 19, 2020
    1:00 p.m. – 1:45 p.m. Cantonese Webinar Register

    Topic

    Make the most out of schwab.com.hk
    Take advantage of the wealth of content and tools available on schwab.com.hk to help you plan and keep on track with your financial goals. In this session, you'll get information about ways to leverage resources for investing, planning, trading and researching investments.

    Date

    Wednesday, July 8, 2020

    Time

    1:00 p.m. – 1:45 p.m.

    Language

    Cantonese

    Location

    Webinar

    Register

    Register

    Topic

    Investing in the U.S. with Schwab
    Learn about the importance and possible benefits of investing in the U.S. market. This workshop will also include an introduction to Charles Schwab, who we are and how we serve clients; a summary of our products, pricing, tools, and resources; and a review of the protections we have in place for our clients' assets.

    Date

    Wednesday, July 22, 2020

    Time

    1:00 p.m. – 1:45 p.m.

    Language

    English

    Location

    Webinar

    Register

    Register

    Topic

    Make the most out of schwab.com.hk
    Take advantage of the wealth of content and tools available on schwab.com.hk to help you plan and keep on track with your financial goals. In this session, you'll get information about ways to leverage resources for investing, planning, trading and researching investments.

    Date

    Wednesday, August 5, 2020

    Time

    1:00 p.m. – 1:45 p.m.

    Language

    Cantonese

    Location

    Webinar

    Register

    Register

    Topic

    Investing in the U.S. with Schwab
    Learn about the importance and possible benefits of investing in the U.S. market. This workshop will also include an introduction to Charles Schwab, who we are and how we serve clients; a summary of our products, pricing, tools, and resources; and a review of the protections we have in place for our clients' assets.

    Date

    Wednesday, August 19, 2020

    Time

    1:00 p.m. – 1:45 p.m.

    Language

    Cantonese

    Location

    Webinar

    Register

    Register

Contact us to learn more about our U.S. investing workshops.

Charles Scwhab

Investor Workshops are designed to be of educational benefit to clients and add value to the client experience at Schwab. The information provided in the workshop is for general information purposes only and does not constitute any offer or solicitation or advice to buy or sell any security. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Schwab Trading Services (formerly known as Active Trader or Active Trading services) includes access to StreetSmart® trading platforms. Access to NASDAQ TotalView® is provided for free to non-professional clients who have made 120 or more equity and/or options trades in the last 12 months, 30 or more equity and/or options trades in either the current or previous quarters, or maintain US$1 million or more in household balances at Schwab. Schwab Trading Services clients who do not meet these requirements can subscribe to NASDAQ TotalView for a quarterly fee. Professional clients may be required to meet additional criteria before obtaining a subscription to NASDAQ TotalView. Call +852-2101-0500 to request access (a Schwab brokerage account is required). Schwab reserves the right to restrict or modify access at any time. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.

By submitting the form on registration page, you agree that any personal data provided may be used or held by Charles Schwab, Hong Kong, Ltd. for the purpose of carrying out or following up the above-mentioned activity. We may contact you by telephone or email for this purpose. You acknowledge that Charles Schwab, Hong Kong, Ltd. may process information on this data outside Hong Kong. You have rights of access and correction with respect to your personal data held by us. If you wish to exercise these rights, please contact our office.

NOTICE: All email sent to or from the Charles Schwab corporate email system may be retained, monitored and/or reviewed by Schwab personnel.

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We respect your privacy. To minimize your receipt of duplicate information and for internal recordkeeping purposes, Schwab may track responses, if any, to this offer. Read more about Schwab's privacy policy.

http://www.schwab.com.hk/privacy