香港證券及投資學會年報2024

3 香港證券及投資學會 二零二四年年報 Ruth Kung 孔慶詩 Chief Executive 行政總裁 “We continue to deliver high quality services, broaden our reach and drive performance by leveraging our expertise to effectively address the evolving training and development needs of our members and market practitioners.” 「我們將繼續運用專業知識，提供優質服務、擴大服務領域、 提升效能，以有效配合會員及同業對專業培訓及發展不斷變化的 需求。」 With members as our priority, we continue to strengthen our value proposition by introducing new offers and expanded benefits for members based on members’ feedback and input from our Individual and Corporate Membership Committees. These include: Individual Members • Expanded use of members eCredits • A 3-year subscription fee discount for Senior Fellow and Fellow Members • A 50% discount to Certified Private Wealth professional Module 1 examinations for student members • Exc lus i ve events and di scounted access to profess ional development programmes Corporate Members • Establishment of a Small Company Membership (Category S1) on 1 August 2023, with reduced membership fee for companies with up to 10 employees • Launch of the Corporate Member list on our website in August 2023 • Implementation of training rebates alongside Licensing Examination for Securities and Futures Intermediaries (LE) rebates starting from September 2023 • Provision of special privileges and priorities to higher-ranking membership categories • Provision of induction session with new members • Provision of tailored made training solutions to members 我們向來以會員為先，透過聆聽會員的反饋， 參考個人會籍委員會和機構會籍委員會的建 議，致力加強我們的價值定位，推出多項新優 惠及擴展會員福利。包括： 個人會員 • 擴大會員 eCredit 的使用範圍 • 傑出資深會員和資深會員可選擇為期三年的 續會折扣優惠 • 學生會員報考註冊私人財富管理師單元一 考試可享 50% 折扣 • 尊享活動及專業持續培訓課程折扣優惠 機構會員 • 於 2023 年 8 月 1 日增設小型公司會籍（組別 S1 ），僱用 10 名或以下員工的企業可享較實 惠的入會年費 • 自 2023 年 8 月起在網站上刊登機構會員名單 • 自 2023 年 9 月起實施培訓課程和證券及期貨 從業員資格考試（資格考試）回贈計劃 • 會籍級別較高的會員可享特別及優先禮遇 • 為新加入的會員安排迎新會面 • 為會員提供度身訂做的培訓方案