HKSI Institute AR2022

KEY MILESTONES 里程碑 08 Hong Kong Securities and Investment Institute Annual Report 2022 2013 2015 2017 2018 2012 2016 Reveal of the new name Hong Kong Securities and Investment Institute and logo 正式改名為香港證券及投資學會及新 會徽亮相 Joined the task force led by the Hong Kong Monetary Authority (HKMA) to develop an Enhanced Competency Framework (ECF) for private wealth management professionals, which was subsequently launched in 2014 參與由香港金融管理局牽頭的專責小 組，為香港私人財富管理從業員制定「優 化專業能力架構」，此優化架構於 2014 年推出 Launched the Young Professionals Club (YPC) for young members 成立專為年輕會員而設的新銳會 Rolled out the Mentoring Programme for young members 推出師友同行 計劃，助年輕 會員發展 Launched Certified Private Wealth Professional (CPWP) Module 1 Examination 推出首場註冊 私人財富管理 師單元一考試 Launch of the comprehensive Advanced Learning Platform and Online Portal 推出全面的先進 學習平台及全新 的學會電子服務 網站 Launched the Trust Training Certificate (TTC) programme in partnership with Hong Kong Trustees’ Association 聯同香港信託人 公會推出信託培 訓證書課程 Appointed by the Financial Services and the Treasury Bureau (FSTB) of the Hong Kong Special Administrative Region (HKSAR) Government as the implementation agent for the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (WAM Pilot Programme) 獲香港特別行政區政 府（特區政府）財經事 務及庫務局委任為提 升資產財富管理業人 才培訓先導計劃（「資 產財富管理業先導計 劃」）的執行夥伴