HKSI Institute AR2021

33 香港證券及投資學會 二零二一年年報 More Digital Learning Solutions One of our strategic priorities is to build more local eCourses. Our dedicated Digital Learning team had successfully developed and launched eCourses on anti-money laundering (AML), HKEX listing rules, DCASS and ethics related topics during the reporting period by working with subject matter experts. The inaugural eCo u r s e o n Ho n g Ko n g AML requirements is a joint project with The Chartered Institute of Securities and Investment (CISI) which formed part of the CISI AML series. In addition, we were able to deploy both the webinar and eCourse modes of the two professional qualification p r og r ammes – T r u s t T r a i n i ng Certificate (TTC) Programme and Certified Private Wealth Practitioners (CPWP) Module 1 Programme – for the participants to choose. We envisage that there is a high demand on good quality, relevant and timely eCourses and webinars by market practitioners and financial services institutions under the new normal. We continue to explore better learning methods and enhance our ALP to enable our members and market practitioners to learn more effectively at their own pace and time and meet the new SFC’s CPT requirements which will come to effect in January 2022. 拓展網上學習範圍 策劃更多本地網上課程，是學會其中 一項優先策略目標。我們專責網上學 習的團隊積極與不同專家合作，已在 期內成功推出針對打擊洗錢 (AML) 、 港交所上市規則、衍生產品結算及交 收系統 (DCASS) 、商業操守等課題的 網上課程。學會以香港 AML 規定為題 的首個網上課程，就是與特許證券及 投資協會 (CISI) 合作的成果，也是該 協會「打擊洗錢系列課程」的一部分。 專業資格課程方面，我們則提供網上 研討會及網上課程兩種模式，供修讀 信託培訓證書 (TTC) 或註冊私人財富 管理師 (CPWP) 單元一課程的參加者 選擇。 新常態下，從業員和金融機構對優 質、合用、合時的網上課程及網上研 討會將有殷切需求。學會將再接再 厲，不斷探索更理想的學習模式，提 升先進學習平台 (ALP) 的功能，務求 更方便會員和業界自主進修，不受時 間及地點限制，提升學習成效，以配 合證監會於 2022 年 1 月起針對持續專 業進修的新規定。 報名概況 相較去年的面授課程和講座，公開 CPT 課程學員總人次在期間下跌了 24% 。出現上述現象的主要原因有 三：一）市場上有類似的免費網上研討 會，加劇競爭；二）證監會准許所有持 牌人將 2020 年未完成的 CPT 進修時 數順延至 2021 年；三）晚間課程的需 求減少。值得欣慰的是，選擇在網上 報讀公開 CPT 課程的人次卻從 44% 大 增至 76% 。 疫情下，我們仍持續與機構客戶合作 無間，配合對方在培訓上的需要，透 過經驗豐富的工作人員，成功為客戶 策劃及舉辦逾 80 節培訓。除了為機構 會員提供特別的網上課程套餐，學會 更投放資源，開拓進修諮詢服務，幫 助客戶辨識合用的培訓方案。學會從 機構培訓服務賺取的收入，因而從去 年的 16% 增至本年的 24% 。 Overall Enrolments The overall enrolments of public CPT courses under the reporting period dropped by 24% as compared to last year’s face-to-face training courses and seminars. This was mainly due to competition of free webinars available in the market, allowance for all licenced individuals to carry forward any unfulfilled 2020 annual CPT hours to 2021 by the SFC, as well as less demand in the evening classes. On a brighter note, there was an increasing trend of eCourses subscription from 44% to 76% of the public CPT enrolments. We continued to work closely with our corporate training clients to help address their training needs especially under the COVID-19 pandemic where our experienced webinar team successfully deployed over 80 training sessions. We also provided special eCourses package to our corporate members and have dedicated resources to deliver learning consultancy services to identify relevant training solutions. This resulted in an increase of corporate training income from last year’s 16% to this year’s 24%.