香港證券及投資學會年報2024

MEMBERSHIP AND BUSINESS DEVELOPMENT 會籍及業務拓展 BUSINESS REVIEW │業務回顧 We have introduced new offers and expanded benefits for members, incorporating valuable input from our Individual and Corporate Membership Committees, as well as members feedback. We ensure that we are able to engage and connect with members better through high-impact initiatives, such as exclusive networking events and special or discounted access to professional development programmes. Enhanced Benefits for Individual Members To improve the declining membership renewal rates, we expanded the use of the free members eCredits, now allowing Individual Members to apply them towards membership renewals, with close to 540 members taking advantage of this option. Additionally, a new 15% subscription discount for Senior Fellows and Fellows for a three-year term, has been well-received by members, providing a convenient and tangible benefit for their continued support and engagement. We also organised events to provide Student Members with valuable learning opportunities and networking experiences, such as a talk on “Qualitative Investment Research on Funds” by our Board Director Ms Helen Leung, and a two-day CV Clinic session by Ms Leung and our Individual Membership Committee Member Mr Raymond Lau. Building on these efforts, we will continue to evaluate their impact and explore new ways to promote student retention and growth. Furthermore, Student Members now enjoy a 50% discount on the Certified Private Wealth Professional (CPWP) Module 1 Examination Paper 1 and Paper 2, which supports their understanding and development in the asset and wealth management sector. This special discount complements our existing 50% discount on the Licensing Examination for Securities and Futures Intermediaries (LE) Paper 1, 7, 8, and 12, designed to help our young members strengthen their qualifications and advance their careers. 我們在參考個人和機構會籍委員會提供的寶貴 建議並聽取會員意見後，為會員推出了全新服 務及增加更多福利，致力透過各項具高影響力 的舉措，與會員保持交流和聯繫，例如舉辦專 為會員而設的交流活動，以及為他們提供特別 機會或優惠以參加專業持續培訓課程。 提升個人會員的福利 為改善續會比率下降的情況，我們擴大了向會 員贈送的 eCredit 使用範圍，讓個人會員使用 eCredit 支付續會費用，成功吸引近 540 名會員 享用此優惠續會。此外，傑出資深會員和資深 會員續會三年可享 15% 年費折扣，新優惠既 方便又實際，鼓勵他們持續支持學會並保持聯 繫，廣受會員好評。 我們亦籌辦各項活動，為學生會員提供寶貴的 學習機會，並助他們建立人脈，例如由董事局 成員梁浩雯女士主講的「 Qualitative Investment Research on Funds 」講座，以及由梁女士與個 人會籍委員會成員劉偉卓先生擔任顧問、為期 兩日的履歷諮詢工作坊。我們將繼續關注這些 活動的後續影響，並進一步發掘吸引學生會員 續會的新途徑，以便促進他們的發展。此外， 學生會員現報考註冊私人財富管理師（ CPWP ） 單元一卷一及卷二的考試，即可享半價優惠， 有助學員增進對資產財富管理行業的認識，促 進其專業發展。這項特別優惠，與報考證券及 期貨從業員資格考試（資格考試）卷一、七、八 及十二的學生會員享有的半價優惠共同幫助年 輕會員提升資歷，在事業發展上更上一層樓。 Individual Members: 個人會員： 2,551 Corporate Members: 機構會員： 134 HKSI Institute Annual Report 2024 26