HKSI Institute AR2025

5 Apart from hosting two signature regulatory luncheon series featuring Mr Cheng Yan-chee, Managing Director of the Mandatory Provident Fund Schemes Authority (MPFA) and Ms Bonnie Y Chan, Chief Executive Officer of Hong Kong Exchanges and Clearing Limited (HKEX), as well as four regulatory series during the reporting period, our continuous professional training (CPT) offerings placed special emphasis on core regulatory and compliance related topics, and trending or emerging areas such as virtual asset, sustainability, asset and wealth management, family office and Fintech. Over 46% of CPT courses were asset and wealth management related, which also qualified for the financial incentive scheme under the government- funded Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (WAM Pilot Programme). With evolving learning preference, the demand for digital learning solutions continued to grow, contributing about 50% of total training revenue in 2024/2025. Nurturing Talent for Industry Growth Nurturing talent remains central to our mission. This year, our flagship talent development case competition continued to grow in strength, recording a 78% increase in student participation and opening opportunities to selected universities in the GBA. The 2025 sustainability themed Case Competition featured a multi-stage format and immersive learning opportunities, providing undergraduate students with coaching, networking, and direct engagement in sustainability-focused projects. Similarly, our Project Sponsors gained significant benefits through these action learning projects. As the appointed implementation agent for the WAM Pilot Programme, we worked closely with the approved training providers to broaden asset and wealth management (WAM) related training programmes for in- service market practitioners seeking entry or advancement within the sector. Furthermore, through proactive recruitment initiatives, we have seen increased participation from eligible employers offering WAM related internship positions, as well as a growing number of student applications. These internships provide students with invaluable real- world experience and professional exposure. Enhancing Our Capabilities We continued working to make our examinations more cost-effective and accessible to international examination candidates. After the successful launch of a new examination system last year, we rolled out flexible examination scheduling in August 2024, which allows candidates to reschedule their examination at no additional cost if they are unable to attend their originally scheduled sessions. The options for online examination platform and test centre services outside of Hong Kong became available in mid-2025. 報告期內，我們舉辦兩場重點監管系列午宴及 四場監管系列活動，監管午宴的主講嘉賓包括 強制性公積金計劃管理局（積金局）行政總監鄭 恩賜先生及香港交易及結算所有限公司（港交 所）集團行政總裁陳翊庭女士。除此之外，我們 的持續專業培訓 (CPT) 課程特別聚焦核心監管 與合規議題，以及如虛擬資產、可持續發展、 資產及財富管理、家族辦公室及金融科技等熱 門或新興領域。其中超過 46% 的 CPT 課程與資 產及財富管理相關，並成為政府的「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）下的資助課程。隨著學習偏好的 不斷轉變，市場對網上學習方案的需求持續上 升，佔 2024/2025 年度總培訓收益約 50% 。 為業界發展培育人才 培育人才一直是學會的核心使命。我們的重點 人才培育案例比賽持續擴大，今年學生參與人 數增長 78% ，並開放予大灣區部分指定大學參 與。 2025 年以可持續發展為主題的案例比賽採 用多階段賽制，結合沉浸式學習體驗，讓本科 生獲得專業指導、人脈建立和直接參與以可持 續發展相關項目的機會。與此同時，贊助機構 也能從這項行動學習中受益。 作為資產財富管理業先導計劃的執行代理，我 們與獲認可的培訓機構緊密合作，積極拓展資 產及財富管理相關課程，為在職金融從業人員 提供入職或晉升的機會。此外，在積極招募措 施的推動下，提供資產及財富管理相關實習職 位的合資格僱主參與度有所提升，學生申請人 數亦持續增加。這些實習計劃為學生帶來寶貴 的實務經驗及專業歷練。 提升我們的能力 我們致力為海外考生提供費用相宜及更便利的 考試服務。繼去年推出全新考試系統後，我們 於 2024 年 8 月推出彈性考試預約安排，讓考生 可免費更改已預約的考試時間。此外，自 2025 年中起，考生可選擇網上考試平台及香港境外 國際考試中心。 香港證券及投資學會 二零二五年年報