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International Recognition

Association of Certified International Investment Analysts (ACIIA®)

The PDFM has been accredited by the ACIIA®, an international professional body with members from 29 countries and regions. PDFM Graduates are exempted from taking the ACIIA®'s Foundation Examination and National Examination. They may proceed directly to the Final Examination to attain the CIIA® qualification.

The Investment Dealers Association of Canada (IDA)

The IDA has confirmed that applicants wishing to practise in the securities industry in Canada who were licensed in Hong Kong through completion of the PDFM need only pass the New Entrants Course of the Canadian Securities Institute (CSI) to be exempted from writing the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Examination (CPH).

Curtin University of Technology, Australia

The PDFM has been recognised by Curtin University of Technology, Australia. PDFM Graduates are eligible for admission to Curtin University's Master of Finance programme with three subjects, namely Finance (Statement Analysis), Finance (Instruments and Markets) and Finance (Portfolio Management), exempted. This programme is currently offered in Hong Kong through Curtin University's collaboration with the Open University of Hong Kong (OUHK).

Napier University, Scotland

The PDFM has been recognised by Napier University, Scotland. PDFM Students who have passed PDFM Modules 1, 2, 3, 6 and 7 are eligible for entry to Level 4 of Napier University's BA(Hons) Financial Services programme. This programme is currently offered in Hong Kong through Napier University's collaboration with The School of Professional and Continuing Education of the University of Hong Kong (HKU SPACE).

The Association of Chartered Certified Accountants (ACCA)

The PDFM has been recognised by the ACCA for exemptions from Papers F3 and F9 of the ACCA Qualification, and Papers T1, T3, T6, and T10 from the Certified Accounting Technician (CAT).

LOMA (Life Office Management Association, Inc.)

The HKSI is seeking confirmation from LOMA of its recognition of the PDFM for Professional Achievement Credits (PACs) in its Fellow, Financial Services Institute (FFSI) Program.


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