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Professional Certificate Programmes
 
Certificate programmes are more comprehensive and structured in nature with longer lecturing hours. These programmes are:
 
  • "Professional Certificates for SFC Regulated Activities"
    This certificate programme consists of twelve individual courses, focusing on the regulatory and technical aspects of securities, derivatives, corporate finance and asset management.
    * The benefit of HKSI's cash coupons is NOT applicable to this certificate programme.
     
  • "Re-entrant Programme to Securities and Investment Markets"
    The Institute offers a series of certificates to facilitate former practitioners who wish to re-enter but have left the industry for between three to eight years.  Completion of the courses will serve as a new alternative to passing licensing examinations in fulfilling re-entry competence requirements.  Also, former practitioners will have refreshed their professional knowledge and be in a position to carry out their functions competently.
     
  • 「金銀市場初級證書」課程 /「金銀市場高級證書」課程 (Chinese version only)
    數千年來,黃金這種貴金屬不單是全球貨幣,也可作為商品、投資和飾物。黃金投資可謂五花八門,由金幣以至複雜的結構性金融產品,投資者可因應本身的需要及回報預測,挑選最合適的投資途徑。
    隨著金銀交易和投資愈趨普遍,市場對行業專才的資歷水平要求亦日益提升,故本學會與金銀業貿易場開辦「金銀市場初級證書」及「金銀市場高級證書」課程,旨在幫助現職以及有志成為貴金屬從業員認識貴金屬市場的專業知識以及操守,從而將此推廣普及化,並成為專業貴金屬從業員的規範。

     

  • "Advanced Certificate in Financial Planning and Advising" 
    This programme is designed for individuals who are interested in becoming professional financial advisers or who would like to acquire further knowledge on financial advising.
    * The benefit of HKSI's membership coupon is NOT applicable to this advanced certificate programme.

  • "Certificate in Business Support Management"  
    This programme aims to enhance practitioners' skills and knowledge in business support management with a focus on practices relating to dealing execution and settlement; risk management and control; fundamental knowledge in accounting, legal and regulatory framework.
    * The benefit of HKSI's membership coupon is NOT applicable to this certificate programme.

  • "Diploma in Financial Organizer"    
    Certified Financial Organizers are financial advisors who have achieved professional designation of CFO and are holders of certificates issued by affiliated institutes of the Society of Certified Financial Organizer.  The Diploma is designed with thorough consultation with Society of Certified Financial Organizers.  Collectively taken as a whole, this Diploma provides solid and comprehensive knowledge of financial planning.   Participants who complete the Diploma and pass the course-end Examination would be eligible for a "Diploma in Financial Organizer".  Holders of "Diploma in Financial Organizers" will be eligible for the Certification Examination that was administered by the Society of Certified Financial Organizer.  Individually taken, each module provides participants with the building blocks of knowledge as required for financial planning.
    * The benefit of HKSI's membership coupon is NOT applicable to this certificate programme.

 

 

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