HKSI Institute AR2023

MESSAGE FROMCHAIRMAN & CHIEF EXECUTIVE serving employees with Long Service Awards. We also offer opportunities for personal growth and relaxation by organising cooking classes and exercise workshops, promoting a healthy work-life balance for our employees. Additionally, we have undertaken various corporate social responsibility (CSR) initiatives to promote sustainability and support the community. These include fostering a paperless working environment, resulting in an impressive reduction in printing volume by nearly 33%. Meanwhile in April 2022, we partnered with the Qianhai Authority, Qianhai Financial Regulatory Bureau and the various financial associations in Qianhai to distribute Rapid Antigen Test (RAT) kits and surgical masks to 100 secondary schools across Hong Kong. Acknowledgements We extend our heartfelt gratitude to our many contributors and key industry stakeholders for their unwavering support throughout 2022/23. Notable event highlights can be found in the “Special Feature: 25 Years Anniversary” section of this annual report. Our sincere appreciation to our esteemed Board Directors, Committee Members and Working Group Members for their invaluable advice and guidance. Special thanks also to the Secretariat for their dedication and tireless work in ensuring the smooth running of the Institute and their steadfast commitment to our cause. Forging Ahead As we advance our 2023-2025 strategic priorities, we are thrilled to announce that the HKSI Institute will continue as the implementation agent of the HKSAR Government- funded Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (WAM Pilot Programme) until 31 March 2026. We have also established working groups to facilitate collaborative efforts with the SFC and industry thought leaders, to launch examinations and training programmes under the SFC’s licensing regimes for Virtual Asset Trading Platform Operators (VATP) and the new Type 13 regulated activity – Regulatory Regime for Depositaries of SFC authorised Collective Investment Schemes (RA13) in the coming months. Technological advancements have empowered the growth of the HKSI Institute, as we reengineer and enhance our infrastructure, processes, and methodologies. This includes diligently developing our latest computer-based examination system and online examination platform, which will pave the way for the implementation of remote examinations in 2023/2024. This new option will offer candidates the flexibility to take their examinations from any location, if not at our examination centre. Furthermore, we are leveraging artificial intelligence to streamline examination development processes and improve productivity, with exciting developments on the horizon. As Hong Kong enters a new phase of revitalisation post- pandemic, our service offerings place us in a strong position to meet the industry’s increasing demand for knowledge and professional development. Building upon the solid foundation established in 2020-2022, our next three-year plan sets the stage for further growth and advancement: supporting the development of the two new licensing regimes, enhancing the ESG and Fintech curriculum, bolstering our member-related activities and talent grooming initiatives, and reaching out to new markets and target groups. Join us for a rewarding experience as we shape a remarkable future together. Mr Colin Shaftesley Chairman Miss Ruth Kung Chief Executive HKSI Institute Annual Report 2023 4