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Recognised local qualifications
 
List of Recognised Local Qualifications for Ordinary Membership

  1. Barrister or Solicitor admitted in Hong Kong
  2. Qualified member of the Hong Kong Institute of Certified Public Accountant (HKICPA) or the Association of Chartered Certified Accountants (ACCA)
  3. Holder of Bachelor degrees or above in any discipline from local registered education institutions acceptable to the Institute
  4. Holder of other local academic or professional qualifications accepted by the Institute as being equivalent to the above

List of Recognised Local Qualifications for Affiliate Membership

  1. Completion of Securities Broker's Examination
  2. Completion of Broker's Representative Examination
  3. Completion of Options Officer and Representative Examination
  4. Completion of Futures and Options Exchange Participant Examination
  5. Completion of two sections of the HKFE Stock Index Futures and Options Training Programme (Section 1 or 2 and one more section must be completed)
    1. Understanding Stock Index Options
    2. Understanding Stock Index Futures
    3. Clearing and Settlement
    4. Trading Procedures and Rules
    5. Managing Options Risk & Client A/Cs
    6. Automated Trading System
  6. Holder of Bachelor degrees or above in any discipline from local registered education institutions
    acceptable to the Institutes
  7. Holder of other local academic or professional qualifications accepted by the Institute as being
    equivalent to the above


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