To be eligible for registration as a candidate of
the CIIA® Final Examination, applicants
must meet the requirements of either the DPE/PDFM
Route or the EQC Route, as described below:
1.
The DPE / PDFM Route
i.
Applicants who have completed all 3 Papers of
the HKSI Diploma Programme Examination (DPE), or all
7 Modules of the HKSI Professional Diploma in
Financial Markets (PDFM) may proceed directly to the
CIIA® Final Examination. They must pass
both Exam 1 and Exam 2 of the CIIA® Final
Examination within FIVE years from the month
of their first eligible examination session.
ii.
Applicants who have completed the generic
papers, which are equivalent to the CIIA®
Foundation Examination, of the DPE (i.e. Papers 1
and 3) and/or the PDFM (i.e. Modules 1, 2, 3, 6, and
7) may also proceed directly to the CIIA®
Final Examination. They must pass both Exam 1 and
Exam 2 of the CIIA® Final Examination
within FIVE years from the month of their
first eligible examination session. They will also
need to complete the regulatory paper(s), which are
equivalent to the CIIA® National
Examination, of the DPE (i.e. DPE Paper 2) within
their 3-year DPE registration period or the PDFM
(i.e. PDFM Modules 4 and 5) within their 5-year PDFM
registration period.
These two categories of applicants are exempt from
taking the CIIA®
Foundation and National Examinations.
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2.
The EQC Route
The ACIIA® has approved the extension of the "Experienced Qualified Candidate" (EQC) Scheme for five years from July 2007 to June 2012. Under the EQC Route, individuals who meet the following requirements will be exempt from taking the CIIA® Foundation and National Examinations and are eligible to proceed directly to the CIIA® Final Examination:
i. HKSI Ordinary Members/Fellows/Honorary
Fellows; or
ii *Applicants with suitable academic /
professional qualifications recognized by the HKSI.
EQCs must pass both Exam 1 and Exam 2 within THREE
years from the month of their first eligible examination
session. Training courses, including a Crash Course,
jointly organized by the HKSI and the
School of Continuing and Professional Education
(SCOPE) of the City University of Hong Kong,
are now available for EQCs wishing to take the CIIA®
Final Examination.
*
The HKSI regards the following as an indication of
possessing suitable academic / professional
qualifications for the EQC route:
i. academic qualifications such as Bachelor Degree(s) or above in accounting, business administration, economics, finance, investment management and law; or
ii.
professional qualifications such as CFA, CFPCM, CMA (Australia/ Canada/ US) , ACMA (UK), ACA (England & Wales/ Scotland/ Ireland/ Australia/ New Zealand/ Canada/ South Africa/ Zimbabwe), CPA (HK/ PRC/ Australia/ US) and ACCA (UK); or
iii.
other qualifications recognized and approved by the HKSI.
