深港金融人才庫
本協會致力於建立金融及管理方面的精英人才庫，以提供國際化專業顧問服務，為國外、國內，乃至香港、澳門的各政府機關、大學、研究組織、協會、銀行、公司等，提供並統籌金融、保險、會計、銀行，包括證券、基金等方面的咨詢和管理服務。
曾提供顧問服務的公司／機構
- AIA (Bermuda) Company Limited
- Altruist Financial Group Limited
- Asia Commercial Bank
- AXA China Region Insurance Company Limited
- Bank of China (Hong Kong) Limited
- Bank of China (Macau) Limited
- CAPITAL《資本雜誌》
- Convoy Financial Services Limited
- Credit Sussie First Boston (瑞士信貸第一波士頓)
- DBS Bank (Hong Kong) Limited
- Graduate School of People’s Bank of China(北京中國人民銀行研究院)
- Holborn Financial Group
- Hong Kong Council for Accreditation of Academic & Vocational Qualifications (香港學術及職業資歷評審局)
- Institute of Financial Planners of Hong Kong(香港財務策劃師學會)
- Life Underwriters Association of Hong Kong (LUAHK)
- Macau Institute of Financial Services (澳門金融學會)
- Macau Inter-University Institute
- Manulife (International) Limited
- Manulife Asset Management
- New York Life Insurance Worldwide Limited
- Pacific Economic Cooperation Council (亞太經合會議組織)
- Po Leung Kuk – College of Professional and Continuing Education
- Professional Agency Management Association International (PAMA International)
- Prudential Assurance Company Limited
- Rotary Club (扶輪社) of New Territories
- Shanghai Commercial Bank Limited
- Standard Chartered Bank (Hong Kong) Limited
- Sun Life Hong Kong Limited
- Swiss Privilege Limited
- The Hong Kong University of Science and Technology(香港科技大學)
- The Life UnderwritersAssociation of Hong Kong (香港人壽保險從業員協會)
- Walton International Group Limited
- Warnborough College(UK) (英國愛爾蘭「溫布爾大學」)
- Wing Hang Bank Limited
- Wing Lung Bank Limited
- 北京財商教育培訓中心
- 華南理工大學
李博士曾出任多個專業考試的獨立評審員(包括香港證券及期貨從業員資格考試 SFC Licensing Examinations、香港銀行學會(HKIB)的CFMPTM專業考試等)，亦曾替香港證券及期貨事務監察委員會、多間大學、專上學院、專業學會及大型機搆出任演講嘉賓。他亦曾榮獲由香港證券專業學會(HKSI)頒發之『最佳導師』稱號。
李博士亦同時擁有多項名銜，包括財務哲學博士(PhD)、經濟及金融哲學碩士(MPhil)、會計及法律哲學碩士(MPhil)、財務學（榮譽）工商管理學士(BBA(Hon.))、特許金融分析師(CFA Level I)、專業財富管理師(Hon. CFMP)、資深經濟師(FCPE)、特許財務策划師(FChFP)、認可國際財務顧問(CFAI)、認可國際銷售顧問(CSAI)、國際特許營銷經理資深會員(FCAMA)。
曾為以下機搆擔任演講嘉賓 / 課程顧問 / 講師
本協會致力於建立金融及管理方面的精英人才庫，以提供國際化專業顧問服務，為國外、國內，乃至香港、澳門的各政府機關、大學、研究組織、協會、銀行、公司等，提供並統籌金融、保險、會計、銀行，包括證券、基金等方面的咨詢和管理服務。
- ACE Life Insurance Company Limited (formerly known as New York Life Insurance Worldwide)
- Ageas Insurance Company (Asia) Limited
- AIA (Bermuda) Company Limited
- Altruist Financial Group Limited
- Asia Commercial Bank
- AXA China Region Insurance Company Limited
- Bank of China (Hong Kong) Limited
- Bank of China (Macau) Limited
- BOC Group Life Assurance Company Limited
- CAPITAL《資本雜志》magazine
- China Gold (Asia) Limited
- City University of Macau
- Chinese University of Hong Kong
- Convoy Financial Services Limited
- DBS Bank (Hong Kong) Limited
- Hang Seng Bank
- Holborn Financial Group
- Hong Kong Baptist University
- Hong Kong Institute of Bankers (HKIB)
- Hong Kong Securities & Futures Industry Staff Union (香港證券及期貨業職工會)
- Hong Kong Securities & Investment Institute (HKSI)
- HSBC (匯丰銀行)
- Life Underwriters Association of Hong Kong (LUAHK)
- Macau Institute of Financial Services (澳門金融學會), Macau Monetary Authority (澳門金融管理局)
- Manulife (International) Limited & Manulife Asset Management
- Po Leung Kuk – College of Professional and Continuing Education
- Prudential Assurance Company Limited
- Rotary Club (扶輪社) of New Territories
- Securities and Futures Commission (證券及期貨事務監察委員會)
- Shanghai Commercial Bank Limited
- Standard Chartered Bank (Hong Kong) Limited
- Stock Exchange of Hong Kong (香港聯合交易所)
- Sun Life Hong Kong Limited
- Swiss Privilege Limited
- University of Hong Kong
- University of St. Joseph, Macau
- Walton International Group Limited
- Wing Lung Bank Limited
- Wing Hang Bank Limited
- Zurich Life Insurance Co. Ltd.
