香港證券及投資學會年報2024

EDUCATION AND DEVELOPMENT 持續培訓 BUSINESS REVIEW │業務回顧 Tailored and Expansive Digital Learning Offerings Our digital learning solutions continue to drive revenue growth, accounting for over 48% of our total revenue. These include internally developed eSeminars on key topics: • Regulatory frameworks • Digital and virtual assets • Data privacy and security • Sustainable and social impact investing Our growth strategy, which includes expanding our digital learning solutions has enabled learners to balance their work, personal commitments and ongoing education more effectively. Apart from developing learning solutions in-house, our digital learning team has earned top-tier clients’ trust by crafting bespoke solutions tailored to their needs. We created specialised learning tools for HKEX, including Fast Interface for New Issuance (FINI) platform demos, VaR Online margin simulator demo, and Listing Rules training. For The Hong Kong Federation of Insurers (HKFI), we developed modules on critical illness definitions related to insurance policies. Additionally, The Hong Kong Association of Banks (HKAB) engaged us to produce a training video to educate retail investors on virtual assets, further showcasing our expertise and capability in the digital learning space. As a significant milestone in our expansion into Mainland China, we have launched four eCourses, covering topics such as business ethics, introduction to private wealth management industry, wealth planning, and portfolio management, for the Securities Association of China (SAC), which are available on their online learning portal for five years. This collaboration reflects SAC’s trust in our expertise and reinforces our dedication to promoting financial knowledge. Our goal is to provide accessible and engaging learning experiences that cater to diverse needs. Dr John Greenwood (left) with Mr Colin Shaftesley 祈連活博士（左）與石鈞年先生 Industry leaders and Honorary Fellows gather with Dr Greenwood 一眾行業領袖及榮譽資深會員與祈連活博士聚首一堂 量身定制且多元化的網上學習方案 我們的網上學習方案持續帶動收入增長，佔總 收入的 48% 以上。相關方案包括內部開發的網 上研討會，涵蓋以下重點主題： • 監管制度 • 數碼和虛擬資產 • 資料保密和安全 • 可持續和社會影響投資 我們的增長策略，包括擴展網上學習方案，讓學 員能更有效地平衡工作、個人承諾與持續學習。 除了自主開發學習解決方案外，我們的網上學 習團隊亦憑藉提供量身定制的專屬方案，成功 贏得頂尖客戶的信任。我們為香港交易所設計 了專業學習工具，包括 Fast Interface for New Issuance （ FINI ）平台示範、 VaR Online 按金模 擬器示範及上市規則培訓課程。此外，我們為 香港保險業聯會（保聯）制定了與保單相關的危 疾定義學習單元，並獲香港銀行公會（公會）委 託製作培訓影片，向零售投資者普及虛擬資產 知識。這些項目進一步彰顯了我們在網上學習 領域的專業能力和實力。 作為學會拓展中國內地市場的一個重要里程 碑，我們為中國證券業協會（ SAC ）推出了四個 網上課程，涵蓋商業道德、私人財富管理行業 概論、財富規劃及投資組合管理等主題，並已 上線於其遠程培訓系統，課程有效期為五年。 此項合作充分體現了 SAC 對我們專業能力的信 任，同時鞏固了我們推廣金融知識的承諾。我 們的目標是提供兼具可及性與吸引力的學習體 驗，以滿足多元化需求。 HKSI Institute Annual Report 2024 44