Wealth Management

Trust Training Certificate (TTC) (version 2.0) Part B Stream 1 Training, Revision Session and Examination [Package] (2025 1st Cohort)

Overview

This is the package of Trust Training Certificate (“TTC”) (version 2.0) Part B Stream 1 training and TTC Part B examination.

The TTC Part B Stream 1 consists of the following units:
Unit 8: Other Trust Vehicles in Details
Unit 9: The Contents of Trusts and Drafting
Unit 10: Testamentary Issues & Avoiding Testamentary Disputes
Unit 11: International Taxation
Unit 13: Family Offices
Unit 17: Trusts and Issues for PRC Nationals
Unit 19: Collective Investment Schemes – Part 1 Private Arrangements

For details of each unit, please refer to its respective course page.

The revision session (optional for candidates registered for the examination) will be accessible starting from 2 May 2025.

TTC Part B Stream 1 Examination will be held on 3 June 2025 (Tuesday) at 5:30pm.  Please note that all computer-based exam candidates MUST schedule their exam.  TTC exam candidates should refer to Step 2 of the Scheduling Guide for procedures.

*Rescheduling services are not applicable to the TTC exam.

Note: Examination candidates are required to complete all Part B Stream 1 units (as stated above) before 26 May 2025 (Monday), 23:59, otherwise they might not be allowed to sit for the examination on 3 June 2025.

Enjoy discounts on the course fee for corporate group enrolments completing the training package (with/without examination):

  • 3-5 staff: 5% off
  • More than 5 staff: 10% off

Group enrolment can be facilitated offline by contacting the HKSI Institute at 3120 6100 or email to [email protected]. An administration fee of HKD100 per enrolment will be charged, and applications will be processed within four working days.

Who Should Attend

This package is primarily designed for individuals who are interested in obtaining the "Trust Training Certificate" to qualify for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.

Administrative Details

Code
TEPWM25007601
Venue
ePlatform
Language
English
Hours
SFC:21.00, PWMA:21.00, HKTA:21.00
Fees
All (Member & Non-Member): HK$18,000