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HKSI Membership Requirements
 
[ Honorary Fellow / Fellow ]   [ Ordinary Member]   [Affiliate Member ]

 
Ordinary Member
MHKSI
  1. Completion of HKSI Diploma Programme Examination (DPE)
    + 3 years relevant industry experience
    OR
       
  2. Completion of HKSI Professional Diploma in Financial Markets (PDFM)
    + 3 years relevant industry experience
    OR
     
  3. Completion of any one of the following HKSI Specialist Certificates -
    Securities/ Derivatives/ Corporate Finance/ Asset Management

    + 3 years relevant industry experience
    OR
     
  4. Completion of any one of the following HKSI Professional Certificate
    Programmes - Securities/ Derivatives

    + 3 years relevant industry experience
    OR
     
  5. Holders of Recognised Local Qualifications
    + 3 years relevant industry experience
    OR
     
  6. Holders of Recognised Mainland or Overseas Qualifications
    + 3 years relevant industry experience, including at least 1 year Hong Kong experience  


Special Membership Admission
Corporate Members of the Institute may nominate their senior staff to apply for the Institute's Individual Membership, subject to the Committee's approval. To fulfill the admission requirements, an applicant must
 
  1. Apply only for "Ordinary Member";
  2. Be currently working at one of the Institute's Corporate Member organisations;
  3. Have a substantial influence over the activities of his or her employing company; and
  4. Have made a significant contribution to the financial services industry.

Note: Post admission changes to the Corporate Membership status may impact the individuals' membership status. For Ordinary Members admitted through this channel, it is their responsibility to report any changes in relation to the Corporate Membership status of his or her employing firm. Continued membership will be at the discretion of the Committee.



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