Introduction

The Hong Kong Securities and Investment Institute (HKSI Institute) provides a comprehensive range of examinations designed to fulfil practitioners licensing requirements and to provide a pathway for career progression within the financial services industry.

Licensing Examination for Securities and Futures Intermediaries (LE)Advanced Certificate in International and Domestic Wealth Planning (ACIDWP)

This is the Institute's benchmark examination. The practical, market-focused programme covers a series of examination across different regulated activities.

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An examination to help you to equip yourself to become a competent wealth planner.

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Certified International Investment Analyst (CIIA)Certified International Wealth Manager (CIWM)

A passport you need as employers recognise the advantage of hiring mobile professionals like yourself with qualifications that will enable you to work in any international financial centre.

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A unique, professional qualification for experienced financial, legal and other professionals in the wealth management industry.

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Certified Private Wealth Professional (CPWP)The Chinese Gold and Silver Exchange Society Qualification Examination

The first step towards the professional private wealth management (PWM) industry’s qualification, CPWP designation

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An examination recognised by the Chinese Gold and Silver Exchange Society (CGSE) for those looking to be involved in the Gold and Silver Markets.

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MPF Intermediaries Examination (MPF)HKSI Professional Diploma in Financial Markets (PDFM)

An examination recognised by the Mandatory Provident Fund Schemes Authority (MPFA) for those looking to be involved in the Mandatory Provident Fund industry.

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An advanced level comprehensive industry examination to help candidates fulfil their life-long learning goals and licensing requirements.

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LE in Mainland ChinaLE in Taiwan

Following the implementation of the Closer Economic Partnership Arrangement (CEPA) with Mainland China, an examination for Mainland professionals wishing to practise in Hong Kong.

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To strengthen exchanges and co-operation with the finance industry in Taiwan, the LE is offered in Taiwan to those interested in practising in Hong Kong.

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PRC Securities Regulations Examination

Following the implementation of the CEPA with Mainland China, an examination for Hong Kong professionals wishing to practise in Mainland China.

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