做投資顧問......要點...要知d咩

Depends on which industry you prefer to join?
When you mention about investment, there are a lot of investment products in HK and they required different licence. i.e. stock, fund, insurance, savings product of insurance company...

Here are some reference.
Insurance. Then you need to pass the IIQE Paper 1,2,3,5 and even 4.
Broker. Same as above.
It would be an advantage if you could get pass in the HKSI examination which would result in licensing of SFC.

Fund House. Degree in designated course is required.

基本上咩都唔駛識, 因為請你之後會有training.
當然你真係番工, 你需要考番o的試, 拎牌同其他專業資格