Entry Requirements

Applicants who meet the following criteria can proceed directly to the CIWM Final Examination in Hong Kong:


  1. Minimum 3 years work experience; and

  2. Possess any one of the followings:

    1. Passes in all of the following PDFM Modules:

      PDFM Module 1 – Economics;
      PDFM Module 2 – Financial Markets and Instruments;
      PDFM Module 3 – Quantitative Methods and Accounting for Finance;
      PDFM Module 6 – Advanced Investment Analysis; and
      PDFM Module 7 – Portfolio Management.

    2. Holder of an undergraduate or master degree in investment and finance from a recognised university.

    3. Recognised professional qualification(s) in investment and finance.

Applicants who do not fully meet the above criteria will be considered by the HKSI Institute on a case-by-case basis.

In addition to the above, the CIWM programme assumes a certain proficiency in mathematics.  Applicants may want to have a look at the mathematical self-test and its solution.


Exams Calendar

February 2015
There is no examination for this month, please find the latest examination shown below.


CIWM Final Exam Paper 1


CIWM Final Exam Paper 2