As a professional organization in the financial industry, the Institute provides group, institutional and individual memberships to different stakeholders. Any securities company, investment institution, bank or other group that wishes to actively participate in the development of the industry, take it as its own responsibility to improve and maintain the level of the industry, and wishes to participate in the policy decisions and related activities of the Institute, is welcome to apply to become a group member of the Institute.

If industry practitioners meet the requirements for individual membership of the Institute, they can also apply to become individual members of the Institute. Only with the cooperation of the institute's management and the full support of industry organizations can it become a major professional research group in the industry. The institute holds a series of professional activities, such as chairman's dinners, executive briefings, seminars, and internal training tailored for clients, to which group members and their employees are welcome to participate.

Membership application procedures:

The application form must be submitted together with the following documents

1. A copy of the valid business registration certificate

2. Copy of license or registration certificate issued by the industry association (if applicable)

3. Company organizational structure

4. Annual report or company overview 1. No relevant industry experience is required.

2. Holders of associate degree programs and other recognized qualifications (such as advanced diplomas) can apply.

3. Full-time college students can apply. 1. No relevant industry experience is required.

2. Those holding a bachelor's degree program and other recognized qualifications (such as graduate practitioner qualification certificates can apply).

3. You must apply for promotion to an ordinary member within three years after admission.

4. This category is the entry-level membership of the institute and is suitable for new entrants and young practitioners who lack industry experience to apply. Associate members can apply for promotion to ordinary members after accumulating the required experience and qualifications. To encourage promotion, associate members must be successfully promoted within 3 years of enrollment, otherwise they will lose their associate membership status. Those who have not applied for promotion or failed to be promoted after the deadline can apply to become an affiliate member without promotion restrictions. 1. Three years of relevant industry experience is required.

2. Hold any of the following qualifications recognized by the institute: Certified International Wealth Manager (CIWM)/Certified International Investment Analyst (CIIA)/Institute Financial Market Professional Diploma/Institute Diploma Course Examination/ You can apply for the Institute's Senior Practitioner Qualification Certificate/recognized local, mainland and overseas professional qualifications. 1. Applicants who meet the following qualifications can apply for promotion to senior members.

Accumulate seven years of relevant industry experience as a member of the Institute; Registered International Wealth Manager (CIWM), Certified International Investment Analyst (CIIA) Institute Financial Markets Professional Diploma Institute Diploma Course Examination serves the Institute on a voluntary basis development of the institute (not less than two years); senior senior practitioners currently working in the securities or investment industry who have been members of the institute for at least five years; more than fifteen years of relevant industry experience; serving as responsible personnel in the securities and investment industry; possessing securities and Recognized professional knowledge in the investment industry; being a recognized financial or investment academic; serving in an advisory capacity on relevant government committees; serving on a voluntary basis in the development of the Institute (not less than two years); and holding senior positions in its companies , and responsible for making decisions. The institute accepts applications for promotion from senior members every year. (Eligible members can apply, which will be considered and approved by the Membership Committee)

2. Holders of qualifications recognized by the institute. The application form must be submitted together with the following documents.

1. Copy of academic or professional certificate

2. Detailed resume

3. Company business card