HKSI Institute AR2019

STANDARDS & DEVELOPMENT INITIATIVES 業界標準與發展 BUS I NESS REV I EW 業務回顧 38 Hong Kong Securities and Investment Institute Annual Report 2019 New Qualification Programme In August 2018, we rolled out the Trust Training Certificate (TTC) programme in partnership with Hong Kong Trustees’ Association, marking it the first local professional qualification programme designed for the in-service practitioners in the trust industry. We are honoured to be part of this milestone by leveraging on our expertise and experience from developing to organising quality training and examinations. The TTC programme comprises of a two-part training courses and examinations. Its Part A consists of seven compulsory units covering t he co r e modu l es and Pa r t B consists of specialised topics on either private trusts or collective investment schemes and retirement schemes, based on participants’ selection. During the reporting period, 40 candidates have successfully c o m p l e t e d P a r t A a n d a r e continuing their programme on Part B which started in May 2019. The TTC programme is also open to other financial services practitioners who would like to gain a better understanding of trust-related topics. As of 31 March 2019, more than 160 individuals have attended at least one unit of TTC programme. Development Programmes Throughout the reporting period, a variety of continuous professional training (CPT) programmes, such as roundtable luncheons, lunch seminars, evening courses and certificate programmes, were organised to enhance members’ and practitioners’ technical competencies a n d ma r k e t k n ow l e d g e . Ou r development programmes were offered in the format of digital or classroom learning. We also delivered bespoke training for corporates based on their specific training needs. On top of our long-standing lunch seminars and roundtable luncheons which feature sharing by senior i ndus t r y execu t i ves , we a l so introduced the new “Lunch & Learn” sessions in September 2018. 新增專業資格課程 學會於 2018 年 8 月聯同香港信託人 公會推出信託培訓證書 (TTC) 課程， 成為首個為在職信託業從業員而設 的本地專業資格課程。能夠成為開 創此里程碑的一員，實有賴我們對 研發及策劃優質培訓╱考試的專長 與經驗。 信託培訓證書課程包括兩部分的培 訓課程和考試：甲部包含 7 個必修單 元，涵蓋所有核心課程；乙部是有 關私人信託或集體投資計劃及退休 計劃的專題研習，學員可按本身需 要選修。 在報告期內，有 40 名考生完成了甲 部考試，繼續修讀於 2019 年 5 月展 開的乙部課程。 信託培訓證書課程歡迎有志多認識 信託業運作的其他金融服務業者參 加。截至 2019 年 3 月 31 日，已有逾 160 名人士修畢此證書課程至少一個 單元。 專業發展項目 為增進會員及業內人士的專業能力 與市場知識，學會透過數碼學習平 台或課室面授模式，在報告期內舉 辦了一系列持續專業培訓 (CPT) 活 動，如圓桌午餐會、午餐研討會、 晚間課程和證書課程。另外，我們 亦因應企業的需要，為對方量身設 計和提供合適的培訓服務。 除了一貫由業內高級行政人員主講 的午餐研討會和圓桌午餐會，學會 在 2018 年 9 月再獻新猷，推出「午餐 學習會」。