Lin’s Financial Dream: A Marvelous Journey from Misconceptions to Success 🚀

August 22, 2024

Lin, a 30-year-old young man, arrived in the bustling city of Hong Kong with dreams of entering the financial industry. He was confident that passing the HKSI exam and obtaining a certificate would easily secure him an SFC license, paving the way for a successful career in finance.

However, reality soon gave him a rude awakening.

On his first day, Lin eagerly went to the SFC office, intending to register as a member. The staff member who received him looked confused, “Sir, the SFC doesn’t have a membership system. We only issue licenses.”

Lin was stunned but quickly adjusted his mindset. “No worries,” he thought, “I still have my HKSI membership!”

The next day, he went to a large financial institution for an interview, proudly presenting his HKSI membership card. The HR representative looked at his credentials and politely said, “I’m sorry, but HKSI membership is unrelated to obtaining a license. It’s mainly for discounts on HKSI activities.”

Lin began to panic. After a sleepless night, he rushed to take the HKSI exam early the next morning. Fortunately, his diligent studying paid off, and he passed the exam. When he received his certificate, he felt victory was within reach.

However, when he applied for jobs again, HR informed him, “The certificate is just a symbol of honor. To apply for a license, you need the exam pass results, which are only valid for 3 years.”

Lin was completely lost. Just as he was about to give up, he met an instructor from 2CEXAM. The instructor patiently explained all the misconceptions and told him, “30 is not at all too late to switch careers. Some people in this industry work until they’re 70-90!”

With 2CEXAM’s help, Lin not only passed the exam but also learned how to correctly apply for a license. More importantly, he realized the importance of resources and connections and began actively expanding his social network.

Three years later, Lin had become a successful finance professional. Whenever newcomers asked him for advice, he would smile and say, “Remember to take the right path and find the right platform. My success wouldn’t have been possible without 2CEXAM’s guidance.”

Please support us by leaving comments and likes if you think this article helps you!

You can scan or click on the QR codes to visit our social media.

Latest Article

Categories

過往文章

Contact US

Interesting Articles

Why would it be a disadvantage for foreigners to take the IIQE exam?

September 6, 2021

  Some students who have taken the exams several times may pay attention to both the Chinese and English questions simultaneously, they will find that the content of the questions in Chinese or English exam is actually the same. Sometimes the topics are more difficult to understand in Chinese, and some topics are more difficult…

Why is it a disadvantage for foreigners to take the HKSI LE securities exam?

September 3, 2021

  The HKSI LE exam provides two languages, Chinese and English, and both are provided during the exam.   Some students who have taken the exams several times may pay attention to both the Chinese and English questions simultaneously, they will find that the content of the questions in Chinese or English exams is actually…

Which IIQE exam is easier? The English version or the Chinese version?

September 2, 2021

  From time to time, students who purchase mock questions will ask us whether it is better to take the IIQE exam in Chinese or English?   Some students who have taken the exams several times may pay attention to both the Chinese and English questions simultaneously. They will find that the content of the…

Is the HKSI LE exam easier to take in English? Or in Chinese?

September 1, 2021

  From time to time, students who purchase mock questions will ask us whether it is better to take the HKSI LE exam in Chinese or English?   If you have taken the exams several times and have paid attention to both the Chinese and English questions, you will find that the content of the…

Can I obtain an insurance license from the Insurance Authority (IA) without taking any examination if I have a foreign professional qualification?

August 13, 2021

Does the IA recognize insurance-related work experience gained outside of Hong Kong?   Some students will ask us what kind of work experience is considered as insurance related industry experience, because their academic qualifications do not meet the requirements. Some people might have the misconception, thinking that without a license, how can one have industry…

Can I apply for a real estate license from the EAA Estate Agent Authority if I have a criminal record?

August 13, 2021

  To apply for a real estate business license, you need to meet the “fit and proper” guidelines issued by the Estate Agent Authority (EAA). Estate Agent Authority will explore your past criminal records including but not limited to rigging, fraud or other dishonest acts, such as theft, handling stolen goods, using false documents, leaving…

Can I apply for an insurance license from the Insurance Authority if I have criminal records?

August 10, 2021

  To apply for an insurance license, you need to meet the “Fit and Proper” Guidelines issued by the Insurance Authority (IA). The IA will look into your past criminal records, the Monetary Authority / Securities and Futures Commission / MPFA / other relevant agencies’ sanction records, as well as whether there are any places…

If I have a criminal record, can I still apply for the SFC’s securities license?

August 9, 2021

  To apply for a securities license, you need to meet the Guidelines on Competence issued by the Securities and Futures Commission. Among them, the SFC will explore your past criminal records, whether you have ever had disciplinary actions, known frauds, misrepresentations, etc. in other licensed corporations in the past.   In other words, past…

What is counted as relevant industry experience under the IA license transition arrangements?

August 6, 2021

  One of the most repercussive reforms after the Insurance Authority took over the supervision of the insurance industry is the change of the minimum academic qualification requirement from Secondary school form 5 level to passing 5 subjects in the Hong Kong Certificate of Education Examination (HKCEE) / Hong Kong Diploma of Secondary Education (HKDSE),…

Minimum academic requirements for applying for an EAA license

August 6, 2021

  Is there a minimum education requirement for the real estate industry?   The conditions for the licensing of the real estate industry are included in the “Fit and proper person to hold a licence” guidelines issued by the Estate Agent Authority (EAA). All real estate agents and salespersons who wish to be licensed must…