香港證券及投資學會年報2024

5 香港證券及投資學會 二零二四年年報 With the new licensing regime for virtual assets (VA) trading platforms effective in mid-2023 and new Type 13 regulated activity (RA 13) regime for depositaries of public funds comes into effect on 2 October 2024, HKSI Institute has worked closely with the Examinations Committee and Education & Development Committee, market practitioners, subject matter experts and the SFC in developing the new licensing examinations and study guides. More relevant CPT courses on virtual asset related topics were conducted. The RA 13 grandfathering training was launched in March 2024. We are pleased to have been reappointed by the Financial Services and the Treasury Bureau (FSTB) as the implementation agent for the Government-funded Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (WAM Pilot Programme) for an additional three years, extending through 2026. The key initiatives, the Student Internship Programme and the Financial Incentive Scheme for Professional Training, were revitalised shortly after the extension announcement. The WAM Pilot Programme provides students with valuable internship experience while offering market practitioners structured training programmes designed to enhance their knowledge and skills. We continue to offer ESG related CPT courses covering local reporting requirements for listed companies, fund managers and ESG funds as well as the two new IFRS Sustainability Disclosure Standards (ISSB Standards) issued in June 2023. We believe that “learning by doing” is the best way to learn. Our Sustainability-themed Case Competition 2024 not only fostered engagement with student members, but also gave corporate members a platform to educate young talent on sustainability through coaching and gaining experience on real life projects. Over 250 student members participated in this challenging yet meaningful journey. The judges were impressed by the winning teams’ innovative solutions for sustainability. Broadening Our Reach The introduction of Category S1 Corporate Membership enables us to open up our community to smaller businesses, startups and Fintech companies, and provide them the opportunities to engage with our network, access valuable resources, and grow their business. 隨著虛擬資產交易平台的新發牌制度於 2023 年 年中生效，以及針對公眾基金存管人的第 13 類 受規管活動 (RA 13) 制度於 2024 年 10 月 2 日實 施，學會與考試委員會、持續培訓委員會、同 業、相關領域專家及證監會緊密合作，共同編 寫新發牌考試內容和溫習手冊。我們亦推出更 多與虛擬資產相關主題的 CPT 課程。此外， RA 13 的考試豁免培訓課程已於 2024 年 3 月 正式推出。 我們很高興再獲財經事務及庫務局（財庫局）委 任，繼續執行政府資助的提升資產財富管理 業人才培訓先導計劃（資產財富管理業先導計 劃），任期延長三年至 2026 年。計劃的核心項 目 — 學生實習計劃及專業培訓資助計劃 — 在 任期延長宣布後迅速重啟。資產財富管理業先 導計劃為學生提供寶貴的實習機會，並為同業 提供結構清晰的培訓課程，以提升他們的知識 和技能。 我們持續提供與 ESG 相關的 CPT 課程，內容涵 蓋上市公司、基金經理和 ESG 基金的本地報告 規定，以及 2023 年 6 月發佈的兩項全新國際財 務報告準則可持續性披露標準（ ISSB 標準）。 我們相信「從實踐中學習」是最有效的學習方 式。 2024 年可持續發展主題案例比賽不僅加 強了與學生會員的互動，還為機構會員提供平 台，通過指導和參與實際項目，向年輕人才傳 授可持續發展的專業知識。超過 250 名學生會 員參與了這場富挑戰性且意義深遠的旅程。評 審們對獲勝隊伍提出具創意的可持續發展解決 方案給予高度讚賞。 會員拓展 隨著增設 S1 組別機構會籍，使我們得以為小型 公司、初創公司和金融科技公司提供與會員社 群聯繫的機會、獲取寶貴資源和拓展業務。