Frequently Asked Questions

Membership Studentship Professional Development Video-recorded ECPD Seminars Disciplinary
  • Institute's Qualifications

    Chartered Secretaries are senior professionals equipped with a board skill set encompassing corporate law, accounting and finance, governance, strategy, tax and corporate secretarial practice. They principally work as company secretaries or in related roles and are the primary source of advice on corporate governance to their board. This can span everything from legal and accounting advice, to strategy development and corporate planning.

    Chartered Governance Professionals are highly qualified and experienced professionals who have a deep understanding of governance and risk management across listed companies, private and not-for-profit organisations. In view of the ever more complex regulatory environment under which organisations now operate, the skills and knowledge possessed by members of this profession - in roles such as risk managers and compliance managers - are becoming increasingly sought-after.

    Chartered Secretaries and Chartered Governance Professionals are the standard bearers for good business practice. They are obliged to uphold the highest standards of governance and ethical behaviour in the organisations for which they work.

    Members of the Institute, holding dual designations of Chartered Secretary and Chartered Governance Professional, receive wide recognitions from governmental departments, regulators, statutory and professional bodies. Please refer to ‘Recognitions & Benefits’ section for details.

    Become a Member

    Individuals who have demonstrated adequate academic or professional knowledge, sufficient practical experience and been considered as a ‘fit and proper’ person are encouraged to obtain membership of the Institute.

    The journey to membership starts from registering as a student, progressively becoming a Graduate after completion of the Institute’s Chartered Governance Qualifying Programme, and electing as an Associate or a Fellow upon fulfilment of admission requirements set by The Chartered Governance Institute (CGI) and the Institute. Only Associates and Fellows are regarded as members of CGI and the Institute.

    Please refer to ‘Become a Member’ section for details.

    No. Each person has to register as a student and complete the Institute’s Chartered Governance Qualifying Programme (CGQP) first. Certain exemptions on CGQP examinations may be granted to applicants with relevant academic or professional qualifications.

    Please refer to ‘Studentship’ section for details.

    No. Under the Memorandum of Understanding (MoU) between The Chartered Governance Institute (CGI) and ICSI, members of ICSI must register as a student of the Institute and can be granted with certain exemptions of the Chartered Governance Qualifying Programme. They are required to complete the remaining modules and follow the rules and regulations as set by the Institute.

    Please refer to CGI Global’s website for the details of MoU, and ‘Studentship’ section for details of student registration.

    No. Students and Graduates are not members of the Institute and shall not describe themselves as Chartered Secretaries or Chartered Governance Professionals.

    Yes. You should seek election to membership within ten years after becoming a Graduate.

    Applicants are required to satisfy the following criteria:

    • Complete the Institute’s Chartered Governance Qualifying Programme (CGQP) and become a Graduate; and
    • Have at least *six years of relevant working experience before, during or after being registered as the Institute’s student; and
    • Be a fit and proper person in respect of both character and standing.

    (*) Remarks: The six-year relevant working experience can be reduced by up to three years if applicant possessed a full-time degree programme. Reduction is subject to the duration of full-time study, e.g. if an applicant completed a full-time degree in two years, only two-year reduction may be granted.

    Please refer to Associateship section for details.

    You can submit your application online together with the followings:

    • Certified true copies of work testimonials/reference letters of full employment history
    • Certified true copies of certificates and transcripts of academic and professional qualifications
    • (if applicable) Completed Supplementary Form to illustration the job allocation of current or previous employment
    • Recommendation form completed by two referees holding professional qualifications, including one member of the Institute, and
    • Election fee.

    Please read the Guideline on Online Application for Election to Associateship carefully before submission. You can refer to Associateship section for details.

    The following areas of work areas are considered as relevant:

    • Administration
    • Auditing and accounting
    • Company secretarial
    • Financial management
    • General management
    • Governance and compliance
    • Legal
    • Personnel and HR
    • Risk management and internal control

    In addition to the certified true copies of work testimonials/reference letters of your employment, you are required to complete and submit a M007 – Supplementary Form – Associateship Application.

    This form is used to assess the relevancy of the applicant’s working experience for the Associateship application. The direct supervisor is required to fill in the percentage of the applicant’s time spent on specific job duties listed on the form. Both the supervisor and the applicant are required to sign on the form.

    You are required to submit the Supplementary Form if you are working or worked at the following positions (these are quoted as examples and not inclusive):

    • Assistant to senior management (e.g. CEO, CFO, directors, general managers)
    • Assistant/Senior Operation Officer
    • Clerical/Administrative Officer
    • Equity Analyst
    • Executive/Personal/Administrative Assistant
    • Financial Planner/Analyst
    • HR Officer
    • IT positions
    • Research Assistant/Officer
    • Sales and marketing positions
    • Secretary/Junior Secretary/ Senior Secretary/Executive Secretary/Legal Secretary
    • Senior Trustee Assistant
    • Teacher

    Please read the Guideline on Online Application for Election to Associateship carefully before submission. You can also refer to Associateship section for details.

    All employment details must be supported by certified true copies of working testimonial/ reference letters with job positions and respective employment periods clearly stated.

    Employment period of less than three months or an incomplete month of each employment would not be counted.

    • Example A:
    • ABC Company (Period of employment: from 3 March 2021 to 25 May 2021)
      This is not counted as the employment period is less than three months.
    • Example B:
    • So & So, CPA (26 May 2021 - 28 June 2022)
      Counted working experience is from 1 June 2021 to 31 May 2022

    If you were unemployed with a period of over three months, you are required to declare when you submit your application online.

    If you possess a recognised full-time degree, a reduction of relevant working experience for up to three years may be granted. Reduction is subject to the duration of full-time study, e.g. if an applicant completed a full-time degree in two years, only two-year reduction may be granted. Accordingly, he is required to obtain four years of relevant working experience for election to Associateship.

    You are required to provide you full employment history since you completed your full-time study. Although you may have gained more than six years relevant working experience in previous employment, it is necessary to provide the current employment information for the Membership Committee’s consideration.

    Applicants are required to satisfy the following criteria:

    • To obtain at least eight years of relevant working experience
    • To obtain, in the past ten years, at least three years of senior working experience in the capacity of company secretary, governance professionals, risk managers, compliance managers, senior academics or senior executive positions, and
    • To be a fit and proper person in respect of both character and standing

    Apart from the above general requirements, the following criteria will also be considered comprehensively by the Membership Committee:

    • Status of current/ most recent position
    • Size of current/ most recent organisation
    • Career progression
    • Academic and professional qualifications, and
    • Involvement in Institute’s affairs.

    Please refer to Fellowship section for details.

    You can submit your applications for election to Fellowship online together with the followings:

    • Certified true copies of work testimonials/reference letters of full employment history
    • Certified true copies of certificates and transcripts of academic and professional qualifications
    • Comprehensive hierarchy chart and job description of current/previous employment in the recent three years; and
    • Information indicating the size of current employing organisation
    • Recommendation form completed by two referees holding professional qualifications, including one Fellow of the Institute, and
    • Election fee.

    Please read the Guideline on Online Application for Election to Fellowship carefully before submission. You can refer to Fellowship section for details.

    Yes. If you have fulfilled the requirements for election to Fellowship, you can apply for Fellowship directly.

    If your membership/graduateship ceased due to (1) voluntary resignation; or (2) removal by non-payment of annual subscription can submit application for re-election.

    Applicants must submit the following to the Secretariat for arrangement:

    • A completed and duly signed application form, together with the recommendations made by two referees (including one of them must be a member of the Institute) holding professional qualifications
    • Certified true copies of work testimonials/reference letters of employment history since lapse of membership/graduateship
    • Explanatory letter for reasons for the lapse of membership/graduateship and re-election
    • Attendance record of 15 CPD hours within a 12-month period prior to application, and
    • Re-election fee, outstanding subscriptions and any fees owed to the Institute.

    For the details of CPD requirements and calculation of outstanding subscriptions, please refer to ‘Re-election’ section.

    Before submitting an application, you should inform the Institute in writing and provide details of the disciplinary proceedings for consideration. The Institute will consider the information provided on an individual basis and inform the former member if he is allowed to apply for re-election.

    Membership Renewal

    The Institute’s financial year starts from 1 July to 30 June each year. The renewal notice will be sent to all members and graduates by email on 1 July.

    You are encouraged to settle the annual subscription and make the declaration of character and standing as promptly as possible but no later than 30 September.

    Upon receipt of the renewal notice, you should pay the annual subscription and make the declaration of character and standing online as promptly as possible via your user account. Payment receipt of the annual subscription will be sent to you email address shortly once the online payment is completed.

    Please refer to the Online Payment Instruction for Annual Subscription under ‘Managing Membership’ section.

    The Institute accepts other payment methods including cheque, credit card and EPS (only in person at the Secretariat Hong Kong office). Apart from the payment, you must also sign and return the membership/graduateship renewal notice to the Secretariat for arrangement.

    Nevertheless, we encourage you to make your payment and the declaration online via your user account.

    Your membership/graduateship will be removed from the Institute’s register. After removal, you are not allowed to call yourself as a member/graduate of the Institute, or a Chartered Secretary or a Chartered Governance Professional. If you would like to reinstate your membership/graduateship, you must apply for re-election.

    Concessionary Rates

    The Institute offers four concessionary rates, namely Senior Rate, Retired Rate, Reduced Rate and Hardship Rate, to members and graduates who fulfil the relevant requirements, such as retirement, unemployment or illness.

    While Senior Rate is automatically granted to members who have reached the age of 70 before the start of financial year, eligible members or graduates have to apply for the other three rates (Retired, Reduced and Hardship). Online application, together with supporting documents as appropriate, can be submitted from 1 March to 31 May each year.

    Please refer to ‘Managing Membership’ section for details.

    No. You can only apply for one concessionary rate for each financial year. If such rate is not granted by the Membership Committee, you have to pay the annual subscription at full rate for the financial year concerned.

    For Retired Rate, it is granted on a one-off basis and you have no need to apply again.

    For Reduced Rate and Hardship Rate, it is granted on an annual basis. If you are still eligible for such rate, you must apply again for the following year.

    Please refer to ‘Managing Membership’ section for details.

    If you are granted with Retired/Reduced/Hardship Rate and subsequently return to gainful employment (whether full-time or part-time) or received income derived directly from labour or skills, you should inform the Institute in writing immediately. You are required to pay the annual subscription at full rate for the current financial year.

    There is no such limit imposed on Senior, Retired or Hardship Rate.

    However, Reduced Rate is regarded as a temporary relief offered to members or graduates who are temporarily unemployed under special circumstances. In view of this, from year 2019/2020 onwards members and graduates are only eligible for the Reduced Rate for a maximum of five years. Reduced rate granted on or before the year 2018/2019 will not be counted towards this five-year limit.

    Managing Membership

    You should submit the ‘Membership/Graduateship Resignation Form’ and settle all outstanding fees (including annual subscription for current financial year) owe to the Institute. You must return the original certificates of the Institute and CGI, as well as your membership/graduate card to the Institute.

    Upon the confirmation of resignation, you must not describe yourself as a Chartered Secretary nor a Chartered Governance Professional, nor use the designation denoting membership/graduateship of the Institute.

    Where disciplinary action is being considered again a member/graduate, his membership/graduateship shall not lapse until the procedures are completed.

    Please refer to ‘Managing Membership’ section for details.

    You can declare the loss of the certificates in the Membership/Graduateship Resignation Form.

    Membership Transfer

    Yes. You can apply for transferring your membership of CGI (i.e. the designation of FCG or ACG) to another division provided that you will be ordinarily resident in that divisional territory. You are required to submit a completed Application Form for Membership Transfer-Out and provide necessary information to the Institute for handling.

    Once the transfer is confirmed by both divisions and completed, the transferred member will cease to be an Ordinary Member of the Institute.

    Please refer to ‘Transfer of Membership’ section for details.

    You can only apply for transferring your membership to the Institute if you are ordinarily resident in the China divisional territory, including China, Hong Kong, Taiwan and Macau. You have to submit application to your current division and request the division to provide necessary information to the Institute for handling. The Institute may also request you to provide additional information in supporting your application.

    Once the transfer is confirmed by both divisions and completed, the transferred member will be regarded as an Internationally Qualified Member of the Institute and is eligible to use the designations of FCG or ACG.

    Please refer to ‘Transfer of Membership’ section for details.

    An individual shall be a Fellow or an Associate of CGI who is ordinarily resident in the China divisional territory. He shall satisfy the Council that he is a fit and proper person to become a Fellow or an Associate. He shall have passed the local examinations or additional requirements of the Institute except in so far as he may have been exempted on educational grounds under the rules made by the Council subject to Institute’s Article 9.

    Ordinary Members are entitled to use the designations of both CGI and the Institute.

    Designations of Ordinary Member:
    For Fellow: FCG HKFCG
    For Associate: ACG HKACG

    Please refer to ‘Transfer of Membership’ section for details.

    An individual who has been elected a Fellow or Associate of CGI otherwise than by passing either the local examinations or additional requirements of the Institute, but has thereafter become ordinarily resident in the China divisional territory shall, upon application to the Institute, be admitted as an Internationally Qualified Membership and entitled to maintain that membership for such period as he remains ordinarily resident in the China divisional territory.

    Designations of Internationally Qualified Member:
    For Fellow: FCG
    For Associate: ACG

    Please refer to ‘Transfer of Membership’ section for details.

    You can apply for election to become an Ordinary Member of the Institute upon passing the Membership Transfer Test or meeting additional requirements set by the Membership Committee.

    Please refer to ‘Transfer of Membership’ section for details.

    The key objective of MTT is to examine whether Internationally Qualified Members are equipped with sufficient local knowledge, understanding and skills to perform their duties as Chartered Secretaries and Chartered Governance Professionals in the corporate sector.

    Selected modules of the Institute’s Chartered Governance Qualifying Programme (CGQP) will be adopted as MTT for Internationally Qualified Members to attempt.

    Upon successful completion of the MTT, members will become Ordinary Members and entitled to use the Institute’s designations of HKCGI or HKACG.

    Please refer to Membership Transfer Test for details.

    Your Ordinary Membership should be ceased upon the transfer of membership to another division.
    You can apply for transferring your membership back to the Institute subject to the confirmation of both divisions.

    If your membership is transferred back to the Institute within five years, you will be entitled to resume your membership as Ordinary Member without being required to undertake local examinations or additional requirements.

    However, if your membership is transferred back to the Institute for a period longer than five years, you will only be admitted as an Internationally Qualified Member and only entitled to use CGI’s designation of FCG or ACG. You are required to apply for re-election to Ordinary Membership by satisfying additional requirements.

    Please refer to ‘Transfer of Membership’ section for details.

    If you are an Internationally Qualified Member who wish to acquire/re-instate his Ordinary Membership by satisfying additional requirements, you are required to submit an application in writing and provide necessary information demonstrating that you have sufficient local knowledge and practical experience to the Membership Committee for consideration.

    The Membership Committee shall, if appropriate, endorse the Internationally Qualified Member to proceed with your application by satisfying additional requirements set out below:

    • To gain 15 Enhanced CPD points within 12 months set by the Membership Committee; or
    • To fulfil other requirements set by the Membership Committee.

    Please refer to ‘Transfer of Membership’ section for details.

    Membership Certificate & Card

    A1: You are required to submit a completed replacement form together with an administrative fee to the Institute. It will normally take about four weeks to issue the new card or certificate.

    Download form: M022 - Replacement of Certificate Card Pin Form

    The Institute is delighted to line up various benefits offered by external merchants for members, graduates and students. You are entitled to those exclusive benefits and services upon presenting your Membership/graduate card at the merchants.

    Please refer to Recognition & Benefits section for details.

  • Studentship application

    Studentship applications can be submitted anytime throughout the year. However, applicants who wish to sit for upcoming examinations must observe the following deadlines:

    • 31st January (yearly) for the following June examinations.
    • 31st July (yearly) for the following November examinations.

    Late studentship applications will be accepted with a late administrative charge for sitting the upcoming examinations within 15 calendar days after the deadline.

    Registered students will receive the following within one month after submitting their studentship applications with all supporting documents:

    1. Studentship confirmation email

    2. Official receipt of the registration fee, and

    3. Exemption assessment confirmation email, it applicable.

    All fees can be paid online by HKCGI American Express card, Visa and Mastercard.

    To maintain your studentship, you have to pay the annual studentship renewal fee within the specified deadline set by the Institute.

    You may apply for re-registration of studentship and pay the relevent fee online. For details of re-registration, please click HERE.

    Exemption

    No exemptions are granted to non-relevant degree holders.

    For top-up degree holders, exemptions are assessed according to the subjects taken at the higher diploma (or equivalent) and the top-degree level. You must submit official transcripts of both the top-up degree and sub-degree programmes for exemption assessment. (e.g. Diploma, Associate degree, Professional Diploma, Advanced Diploma etc.)

    Up to a maximum of three modules exemption would be granted to relevant degree/professional qualification holders.

    Graduates of the Partnership Bachelor's Programmes (PBPs) are eligible for exempting a maximum of four modules under CGQP, which is subject to fulfilling the prescribed requirements. For details of PBPs, please click HERE.

    Qualified lawyers or accountants with more than five years’ relevant post-qualifying experience may apply for Fast Track Professional route. For details, please click HERE.

    All exemption applications, together with supporting documents and fees, must be submitted online. For details of the exemption application, please click HERE.

    For details of the exemption fees, please click HERE.

    Only holders of a recognised academic qualification can apply for the exemption.

    You can apply for further exemptions within six months upon the award of the newly acquired qualification. For details of further exemptions, please click HERE.

    A student who has attempted but failed a module in the Institute examinations may apply for exemption for that module.

    For details of further exemptions, please click HERE.

    Applicants for exemption assessment may apply for an appeal within one month from the date of the notification. The Education Committee is responsible for considering and deciding on exemption appeals and its decision is final.

    The approved exemption status will be forfeited if an applicant fails to settle the exemption fees by the deadline. The applicant may submit a re-application within six months from the date of the first exemption assessment notification.

    For details of the exemption re-application, please click HERE.

    Examinations

    The examination application deadlines will be posted on the Institute's website, CGj and e-circular. The examination application period is about six weeks from:

    • Mid-February for June examinations; and
    • Mid-August for November examinations

    If you cannot attend the examination because of sickness or other medical reasons, you may apply for examination postponement.

    For details, please click HERE.

    You may apply for a review of examination results through the Institute. For details, please click HERE.

    Students must complete the CGQP examinations within six years from the date of first registration on 1 January 2020, whichever is later, and may apply for a studentship extension to a maximum of four additional years. No studentship extension is allowed beyond ten years.

    You must apply for an extension of studentship in writing before the studentship expiry. All applications are consider on a case-by-case basis.

    Students are recommended to schedule their studies before submitting examination application.

    The Institute provides a variety of support and services for students to prepare for their examinations. For details, please click HERE.

    Collaborative Courses Agreement (CCA) programmes

    The collaborative courses are the master's programmes subject to Collaborative Course Agreement (CCA) with the local universities leading to full exemption of the Institute's qualifying programme for graduates.

    To enrol on the CCA programme, please contact the respective universities. For details, please click HERE.

    You should register (or re-register) with HKCGI as a student within 3 months after you enrolled on the CCA programme. For details, please click HERE.

    Under this situation, you are subject to an CCA late registration charge per month if you want to register with the Institute during your study. The charges are calculated on a monthly basic from the 4th month after commencing the programme until the date you are on the Institute register. The Institute reserves the right not to admit late registrations.

    For details of fee schedule, please click HERE.

    Yes, you must maintain your studentship with the Institute during your course of study (with a minimum period of 1.5 years) for your applications for full exemptions.

    All exemption applications, together with supporting documents and fees, must be submitted online. For details of CCA full exemption policy, please click HERE.

    You must first re-register with the Institute as a student during the study and maintain your studentship for a minimum of 1.5 years from the date of re-registration before you could apply for full exemptions and Graduateship. For details of CCA full exemption policy, please click HERE.

    CCA programme graduates should apply for full exemption within six months from the conferment of CCA programme, i.e. the date of award of their master's degree (six-month period). The Institute reserves the right to consider the full exemption applications on an individual basis. CCA full exemption applications after 24 months from the conferment of CCA programme will not be accepted. For details, please click HERE.

    The Institute reserves the right to decline your full exemption application. CCA full exemption applications made after the six-month period are subject to pay administrative charges. For exemption application details, please click HERE.

    You are encouraged to attend the Institute's ECPD seminars during your course of study.

    You are suggested to consult the programme team of the university or institution on the credit transfer arrangement. The time limit for the credit transfer from other programmes is 24 months from the graduation date of the previous programmes to the start date of the CCA programme. You may contact the Institute for any questions.

    All full exemption applications are assessed on a case-by-case basis. Under the following conditions, the CCA graduates are not eligible to apply for full exemptions:

    1. CCA graduates whose study period is longer than the normal programme duration.

    2. The credit transfer by the university is not agreed by the Institute or exceeds the time frame.

    3. CCA full exemption applications made to the Institute on the 25th month and onwards from the conferment of the master degree.

    Students must maintain the 1.5-years studentship requirement for full exemption application irrespective of the duration of the CCA programme. They should make their exemption application within a period of six months after the fulfilment of the 1.5-years studentship requirement.

    Students are required to submit an explanatory letter with supporting documents (e.g. medical reasons, company letter for overseas trip/ job relocation, university’s proof for course deferral etc.) to the Institute together with the full exemption application upon graduation. All applications will be assessed on a case-by-case basic.

    No pre-approval is appliable. However, students have to retain the supporting documents (e.g. medical certificate, employers’ letter, study deferral documents etc). These can be submitted together with the explanatory letters when students apply for full exemption upon graduation.

    Studentship Renewal

    From the year 2021/2022 onwards, the studentship expiry date of all students will be unified and fall on the Institute’s financial year-end (i.e.30 June) each year. A Studentship Renewal Notice will be issued to students via email on 1 July annually.

    If there is any change of correspondence email address, students are reminded to inform the Institute by completing the Personal Data Update Form.

    From year 2021/2022 onwards, all students will be given a 3-month grace period to settle their student renewal fee. Students must settle the renewal fee by the deadline in order to maintain their studentship. Failure to pay the renewal fee by the deadline will result in removal from the student register.

    Learning support

    The Institute provides a full range of support and services to our students. For details, please click HERE.

    HKCGI students may login their user account to subscribe the videos. The subscribed videos will be shown under the ‘Video Subscription’ section.

    You will receive a confirmation email sent to your HKCGI account upon successful subscription.

    HKCGI students must register the HKCGI PrimeLaw account to access the online study materials. For details, please click HERE.

    Due to the copyright issues, downloads of online study materials are limited to 300 comm block / per document per day.

    The system will automatically lock the account if the user tries to use spider software. Wolters Kluwer will notify the Institute immediately if this happens and communicate with the user during office hours. Any second attempt to use spider software will block the user to access his/her account.

  • CPD Policy

    The CPD policy serves the following purposes:

  • To impart knowledge to Relevant Persons the latest developments in their industry sector
  • To impress on Relevant Persons the need to be aware of the latest professional developments, and
  • To provide reasonable assurance to regulators, employers and the society at large that members/graduates have the technical knowledge and professional skills required to perform the services they undertake to provide
  • Yes, it is a compulsory requirement for membership.

    Yes, all graduates of HKCGI are required to comply with the Institute's CPD requirements following the year of becoming graduates.

    No, HKCGI students are not required to fulfil the Institute's CPD requirements. However, students who are discharging the functions of company secretary in companies listed on the Hong Kong Stock Exchange must comply with the requirements in professional training under the Listing Rules.

    A Relevant Person who re-joins the Institute is required to comply with the CPD requirements starting from the CPD year immediately following the year of re-election or re-join. For example, if a Relevant Person is re-elected in September 2016, he or she is required to comply with the CPD requirements starting from the 2017/2018 year (i.e. from 1 July 2017) and in each CPD year thereafter.

    A Relevant Person transferred from other division of The Chartered Governance Institute to HKCGI (Internationally qualified member) has the same fulfilment of the CPD requirements, where applicable, as those who are being re-elected.

    A Relevant Person can use his or her own discretion to decide which activities are suitable to fulfil the CPD requirements as long as he or she can provide evidence (e.g. certificate of attendance) of participation in such CPD activities issued by a competent source.

    ECPD hours will only be awarded for participation in activities organised by the Institute or accredited organisations on approved topics. Members who have accumulated sufficient work experience in company secretarial practice and ECPD hours are eligible to apply for Practitioner’s Endorsement.

    ECPD hours can be gained by any of the following activities of the Institute:

    a. Attending accredited seminars or workshops on approved topics.

    b. Presenting or chairing accredited seminars, or by leading accredited workshops on approved topics.

    c. Writing articles on approved topics published in any of the approved publications as specified in the approved list of publications. (Please refer to item 1.6 of APPENDIX 2 of the CPD policy for the approved list of publications.)

    d. Making contributions to technical submissions, research and other publications of the Institute.

    e. Participation in technical committees of the Institute. The technical committees are Technical Consultation Panel and Professional Services Panel.

    Yes, ECPD hours can also be gained by attending accredited seminars and workshops organised by the following institutions on approved topics:

    • Companies Registry
    • Hong Kong Exchanges and Clearing Limited (HKEX)
    • Hong Kong Institute of Certified Public Accountants (HKICPA)
    • Hong Kong Monetary Authority (HKMA)
    • Independent Commission Against Corruption (ICAC)
    • Official Receiver’s Office
    • Security Bureau
    • The Law Society of Hong Kong
    • The Securities and Futures Commission of Hong Kong (SFC)
    • Office of the Privacy Commissioner for Personal Data, Hong Kong (PCPD)

    However, ECPD hours gained from the above accredited organisations will not be constitute as fulfillment of 3 ECPD hours by attending Institute’s activities as to fulfill the basic level of CPD requirements.

    The approved topics are relevant to the work and skill sets of practitioners working in the company secretarial field as listed below:

    • Anti-money laundering and counter terrorist financing matters
    • Aspects of doing business in mainland China (including establishing representative offices and entities on the mainland, corporate administration of China entities and representative offices, arbitration law of the PRC and others)
    • Communication skills
    • Companies Ordinance
    • Companies Acts in other jurisdictions where most of the listed and private overseas companies are registered
    • Corporate governance (in particular board practices; directors' duties and shareholders' rights)
    • Equity/debt capital and financing
    • Employment/Human resources - practical and legal issues
    • HKEX Listing Rules - including amendments and issues related thereto
    • Hong Kong Code on Takeovers and Mergers
    • Hong Kong Financial Reporting standards or the International Accounting standards
    • Hong Kong and PRC taxation update
    • Incorporation, administration, sale, disposal and dissolution of a company
    • Intellectual Property - law and practice
    • Mandatory Provident Fund
    • Risk management and internal control issues
    • Securities and Futures Ordinance
    • Trust, and
    • Other topics which are relevant to company secretarial practice

    Yes, CPD hours can be gained from other course providers. It should be noted that CPD courses do not need to be approved by the Institute, however, the courses must be relevant in promoting the core values of the Institute based on corporate governance and company secretaryship. It is up to the Relevant Person to judge the suitability of a particular seminar or activity.

    However, all Relevant Persons are required to accumulate at least 3 ECPD hours from the Institute's ECPD activities as to fulfill the basic level of CPD requirements.

    Unlike ECPD courses, CPD courses do not need to be approved by the Institute. It is entirely up to the Relevant Person to judge the suitability of a particular course. Relevant Persons should choose courses which are related to their work and may refer to our suggested areas of learning for reference.

    The suggested learning activities are:

    • Participation in education programmes, seminars, workshops, lectures, conferences, in-house trainings, distance learning courses, computer-based courses, e-seminars, etc.
    • Participation as a seminar speaker or workshop leader on company secretarial or related subjects
    • Participation in Institute activities as a mentor/coach for the Institute or other professional associations or institutions
    • Being an external examiner/assessor for the Institute or other professional associations or institutions for the promotion of education or professionalism among the key areas of learning
    • Participation in committees of the Institute other than technical committees or committees of other professional associations or institutions for the promotion of education or professionalism among the key areas of learning, and
    • Writing technical articles, papers or books and research for application in a professional role.

    A maximum of 5 CPD hours in each CPD year can be earned in each category under (c-f) as stipulated excluding activities related to the occupation of the Relevant Persons.

    The suggested areas of learning for CPD hours are listed below:

    • Accounting and finance
    • Anti-money laundering and counter terrorist financing matters
    • Corporate administration
    • Corporate governance
    • Corporate secretaryship
    • Cyber security and other IT related area
    • Human resources management
    • Legal studies and practice
    • Management
    • Risk management and internal control
    • Strategic and operations management
    • Soft skills (including language, presentation, media handling, negotiation, interviewing, communication and problem solving skills, leadership, stress management and other job-related ones)
    • Taxation, and
    • Others (including trust, corporate social responsibility and environmental, social and governance)

    Some activities may contribute to the development and maintenance of competence but would not be considered to be fulfilment of CPD obligations. They are:

    • General reading, and
    • Normal work activities under full-time, part-time or self-employment.

    All Relevant Persons who are subject to the CPD requirements are required to make a declaration of CPD compliance online within the period specified by the Institute, with the deadline being one month of the end of the relevant year (e.g. the deadline for 2021-2022 CPD year is 31 July 2022).

    No. You are only required to produce relevant CPD records and documentary evidences when requested for random checking by the Institute.

    Yes. The Institute will conduct the random checking exercise annually, Relevant Persons who are selected will be notified individually to produce relevant CPD records and documentary evidences, to support his or her attendance or completion of the CPD activities, to the Institute.

    You are required to maintain the appropriate records of all CPD or ECPD activities for a minimum of the past 5 consecutive CPD years, and produce such records and documentary evidences when requested upon random checking by the Institute.

    An appropriate record of CPD or ECPD activities include certificates of attendance or other relevant documentary evidences to support attendance or completion of CPD or ECPD activities, stating the topic and content of event, the date, time and duration.

    CPD hour is based on the time a Relevant Person participated, in the unit of hour, in a relevant course or other CPD learning activities excluding tea, coffee, lunch and other breaks. One completed hour of attendance is equal to 1 CPD hour / point; half an hour is equal to 0.5 CPD hour / point.

    Yes. A maximum of 5 CPD or ECPD hours accumulated in excess of the requirements in one CPD year are permitted to be carried forward to the next immediately succeeding CPD year.

    Example 1:

    7 ECPD hours plus 10 CPD hours accumulated in 2014/2015 CPD year, 2 CPD hours can be carried forward to 2015/2016 CPD year.

    Example 2:

    16 ECPD hours plus 6 CPD hours accumulated in 2014/2015 CPD year, 1 ECPD hours plus 4 CPD hours can be carried forward to 2015/2016 CPD year.

    No, unless you have sufficient work experience in the company secretarial field and have accumulated at least 15 ECPD hours, with at least 10 ECPD hours being Institute ECPD courses immediately preceding the CPD Year to which your application relates.

    Yes, Retired Members and Honorary Members are exempted from CPD requirements. A Relevant Person with below reasons during the CPD year may apply for full exemption.

    • Long term illness/serious ill health
    • Pregnancy/maternity leave
    • Period of unemployment for over six months or above, and
    • Retiree.

    An application should be submitted with documentary evidence to the Institute in accordance with applicable procedures at the relevant time. All applications will be subject to the approval of the Professional Development Committee at its sole discretion.

    A Relevant Person not residing in Hong Kong for more than 183 days during the CPD year is exempted from 3 ECPD hours requirement and free to accumulate any combination of the 15 CPD or ECPD hours. Documentary proof is required for Relevant Person who have been randomly selected in the audit checking exercise.

    No. HKCGI retired members are entitled to exempt from CPD requirements in each CPD year but they should apply to HKCGI for Retired Members status before entitlement of exemption from CPD.

    Members who satisfy the following criteria may apply to the Institute as Retired Members:

    • not less than 55 years of age and have been a paid up member of the Institute for at least 25 years; however members who have reached the age of 60 may be exempted from the 25-year membership requirement at the discretion of the Membership Committee, and
    • Members should be retired from employment and not contributing to the Mandatory Provident Fund Scheme.

    If a Relevant Person work outside Hong Kong and not residing in Hong Kong for more than 183 days during the CPD year, he or she is exempted from 3 ECPD hours requirement and free to accumulate any combination of 15 CPD or ECPD hours.

    To obtain CPD hours, a Relevant Person may take courses which are deemed to be appropriate from other course providers outside Hong Kong or choose to attend courses/other approved learning activities which are related to work on the suggested areas of learning. Alternatively, one may also attend HKCGI’s Video-recorded ECPD seminars. A Relevant Person should keep his or her course attendance records to prepare for random checking.

    Where a Relevant Person:

    • Fails to file declaration. Fails to file the declaration under Clause 6.2 of CPD Policy within one month of the end of the previous CPD Year; and/or
    • Fails random check. Fails to supply to the Institute’s satisfaction the requisite information required under any random check referred to under Clause 6.3 of CPD Policy with the declaration, and
    • Other grounds. Fails, based on other grounds identified by the Institute as otherwise not having complied with this Policy;

    the Relevant Person shall incur an administrative fee of HK$3,000 payable upon the Institute’s demand, should the failure subsist as at the end of 90 days from the end of the previous CPD Year, without prejudice to the right of the Institute to refer the matter to the Investigation Group in accordance with Clause 3 of CPD Policy for commencement of discipline.

    A material breach of CPD Policy by a Relevant Person would be regarded as a breach of professional conduct. Any breach that comes to the attention of the Institute would initially be referred to the Institute’s Investigation Group (IG) for investigation, and if found to amount prima facie to a material breach of CPD Policy by the IG, then referred to the Institute’s Disciplinary Tribunal (DT) for final determination as to the existence of any material breach and imposition of sanctions ranging from a fine, censure to other forms of penalties imposed at the DT’s discretion, where a material breach is established. In a serious case of material breach of CPD Policy, DT has power to remove the Relevant Person from the Institute’s membership/graduateship register.

    Practitioner’s Endorsement

    Please refer to section 2 of the CPD Policy for detail.

    Upon accumulating 10 ECPD hours, members with appropriate experience will be able to apply for the PE designation. This will indicate to employers, Hong Kong Exchanges and Clearing Limited (HKEX) and other regulators that PE holder has up to date and practical knowledge under the Institute's training programme. The committment also brings about peer-to-peer recognition.

    All the members of the Institute working in the company secretarial field in the following entities are encouraged to obtain the Practitioner's Endorsement:

    • Companies listed on the Hong Kong Stock Exchange (HKEX)
    • Companies listed in other jurisdictions having a presence in Hong Kong
    • Company secretarial departments of legal and accounting firms, private companies and non-governmental organisations, and
    • Trust and company service providers.

    Continuing education is now an integral part of work experience. The Institute, in common with other professional bodies, aims to provide its members with a practical and quality continuing education training that is recognised by regulators and employers. The PE scheme is endorsed by Hong Kong Exchanges and Clearing Limited (HKEX).

    To apply for PE, a member must fulfil the following requirements:

    • Is an Associate or a Fellow of the Institute;
    • Has at least three years of relevant work experience in the company secretarial practice and is able to produce a written confirmation of such employment from their employer(s) or immediate supervisor(s) at work, and
    • Is able to produce a CPD record for the Advanced Level of 15 ECPD hours training during the CPD Year prior to the application.

    Members who fulfilled the requirements may submit the PE application through the HKCGI's user account.

    There is no fee required upon application for the PE. Enrolment fees are payable for seminars and workshops organised by the Institute.

    A CPD year is a period of 12 months in line with the financial year of the Institute from time to time.

    ECPD hours can be gained by any of the following activities of the Institute:

    • Attending accredited seminars or workshops on approved topics
    • Presenting or chairing accredited seminars, or by leading accredited workshops on approved topics
    • Writing articles on approved topics published in any of the approved publications as specified in the approved list of publications. (Please refer to item 1.6 of APPENDIX 2 of the CPD policy for the approved list of publications)
    • Making contributions to technical submissions, research and other publications of the Institute, and
    • Participation in technical committees of the Institute. The technical committees are Technical Consultation Panel and Professional Services Panel.

    Yes, ECPD hours can also be gained by attending accredited seminars and workshops organised by the following institutions on approved topics:

    • Companies Registry
    • Hong Kong Exchanges and Clearing Limited (HKEX)
    • Hong Kong Institute of Certified Public Accountants (HKICPA)
    • Hong Kong Monetary Authority (HKMA)
    • Independent Commission Against Corruption (ICAC)
    • Official Receiver’s Office
    • Security Bureau
    • The Law Society of Hong Kong
    • The Securities and Futures Commission of Hong Kong (SFC), and
    • Office of the Privacy Commissioner for Personal Data, Hong Kong (PCPD)

    The approved topics are relevant to the work and skill sets of practitioners working in the company secretarial field as listed below:

    • Anti-money laundering and counter terrorist financing matters
    • Aspects of doing business in mainland China (including establishing representative offices and entities on the mainland, corporate administration of China entities and representative offices, arbitration law of the PRC and others)
    • Communication skills
    • Companies Ordinance
    • Companies Acts in other jurisdictions where most of the listed and private overseas companies are registered
    • Corporate governance (in particular board practices; directors' duties and shareholders' rights)
    • Equity/debt capital and financing
    • Employment/Human resources - practical and legal issues
    • HKEX Listing Rules - including amendments and issues related thereto
    • Hong Kong Code on Takeovers and Mergers
    • Hong Kong Financial Reporting standards or the International Accounting standards
    • Hong Kong and PRC taxation update
    • Incorporation, administration, sale, disposal and dissolution of a company
    • Intellectual Property - law and practice
    • Mandatory Provident Fund
    • Risk management and internal control issues
    • Securities and Futures Ordinance
    • Trust, and
    • Other topics which are relevant to company secretarial practice

    CPD hour is based on the time a Relevant Person participated, in the unit of hour, in a relevant course or other CPD learning activities excluding tea, coffee, lunch and other breaks. One completed hour of attendance is equal to 1 CPD hour / point; half an hour is equal to 0.5 CPD hour / point.

    Yes, a maximum of 5 ECPD hours accumulated in excess of the requirements in one CPD year is permitted to be carried forward to the next immediately succeeding CPD year.

    A Relevant Person is required to maintain a CPD record pertaining to the fulfilment of ECPD requirements within a CPD year in the specified form. ECPD hours gained from Institute's seminars or workshops will be updated to a Relevant Person’s record. A Relevant Person may login to the Institute’s website for his or her CPD records. CPD records for CPD hours gained from other institutions must be retained for at least 5 years after the period to which it relates.

  • The video-recorded ECPD seminars are offered throughout the year. You may enrol anytime on the selected seminars to learn online.

    With effect from 4 Aug 2017, a new term of video-recorded ECPD seminars will start at 12:00 noon on every Friday while the cut-off time for application will be 12:00 noon on every Wednesday*. Learners have 30 calendar days to view the selected seminar(s) in each term. Applicants who submit their applications after the cut-off time shall start the term on next Friday.

    • If Wednesday is a public holiday, learners should submit their applications by 12:00 noon on Tuesday, and
    • HKCGI ECPD package is not applicable to video-recorded ECPD seminars.

    Video-recorded ECPD seminars enable you to view the recorded videos by smart devices and desktop computer within the specified period. Upon completion and passing the quizzes of each seminar, HKCGI ECPD points will be awarded.

    The video start date is determined by HKMU depending on when is your application date. Please refer to Q2 above for details.

    To be awarded with the completion certificate of a video-recorded ECPD seminar, you must:

    • complete viewing the recorded video (total duration of viewing will be tracked), and
    • pass the quizzes with majority correct answers at the end of the video.

    After the view video end date, HKMU will send the completion certificate to you by mail if you have fulfilled the completion requirements.

    If you have fulfilled the completion requirements, ECPD points will be awarded to your account approximately 30 days after your view video end date. You may log in to your account on HKCGI website to access the record.

    If your ECPD record with HKCGI has not been updated as mentioned in Q8 above, please email us: cpd@hkcgi.org.hk.

    In practice, you may re-register to view the same seminar but NO ECPD point will be granted for the second completion of the same video-recorded ECPD seminar.

  • How to lodge a complaint?

    Please file your complaint by completing, signing and submitting the Complaint Form to us by post to ‘Chief Executive, The Hong Kong Chartered Governance Institute at 3/F, Hong Kong Diamond Exchange Building, 8 Duddell Street, Central, Hong Kong’ and mark ‘Private and Confidential’ on the envelope; or by email to ce@hkcgi.org.hk; or in person.

    A valid complaint must be supported by evidence that is sufficient to show the possibility of alleged improper acts or professional misconduct committed by a member/graduate/registered student.

    Unsubstantiated allegations (including anonymous complaints) CANNOT be processed.

    Misconduct case

    The Institute establishes a set of complaint handling mechanisms, of which the flow chart for disciplinary procedures and proceedings can be downloaded here.

    If the misconduct complaint case is already under disciplinary proceedings, no voluntary resignation on membership/graduateship/studentship would be processed.

    Application to resign from membership/graduateship/studentship could only be processed upon settlement of all outstanding payments.

    CPD non-compliance case

    Sanctions or penalties imposed by the Disciplinary Tribunal may involve the imposition of a fine, censure or other forms of penalty and in severe cases, removal from membership/graduateship register.

    Pursuant to the Charter and Byelaws of The Chartered Governance Institute and the Articles of Association of the Institute, where disciplinary action is being considered against a member/graduate, his/her membership shall not lapse until the procedure is completed.

    If a CPD non-compliance case is already under disciplinary proceedings:-

    • no voluntary resignation on membership/graduateship would be processed. Application to resign from membership/graduateship could only be processed upon settlement of all outstanding payments and fulfilment of CPD requirements
    • the member/graduate concerned shall report and update the Institute Secretariat on a quarterly basis to demonstrate his/her effort in fulfilling the CPD requirements, and
    • attendance at a disciplinary hearing will be required if the member/graduate concerned fails to rectify his/her alleged contravention.

    For the compliance of 2017/2018 CPD requirements and onwards, the Disciplinary Tribunal has decided the following being effective from 25 July 2018:-

    • no further extension of time before a disciplinary hearing will be given by the Disciplinary Tribunal to the member/graduate concerned to rectify his/her alleged contravention as ample opportunities have been given by the Professional Development Committee
    • a notice to disciplinary hearing will be issued to the member/graduate concerned and the case will be proceeded to a disciplinary hearing directly
    • a fine payable at a minimum of HK$3,000 will usually be imposed for each breach of CPD requirement
    • the member/graduate concerned will still be required to rectify his/her breach within a prescribed period, and
    • the progressive scale of penalties decided by the Disciplinary Tribunal on and being effective from 10 June 2015 will continue to apply as follows: a fine payable by the member/graduate concerned (HK$3,000 per year of CPD non-compliance); suspension of all rights of membership/graduateship until such time as he/she is able to demonstrate fulfilment of outstanding CPD points; and removal from the register of membership/graduateship.
  • Please click the above "Reset password" function to reset your password.

    Members/graduates/students must submit 'Personal Data Update Form' to HKCGI by email or fax. After verifying the information on the form, we will notify user to activate the account and set password.

    Members/graduates/students must submit 'Personal Data Update Form' to HKCGI by email or fax. After verifying the information on the form, the requested information will be sent to the applicant’s correspondence email or address.

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