Wealth Management

Trust Training Certificate (TTC) Part B - Stream 2 Collective Investment Scheme & Retirement Schemes: Units 11, 17, 18,19, 20, 21 & 22


This is the Stream 2 of the Part B (Advanced level) of the training programme in pursuing the “Trust Training Certificate” (“TTC”). Stream 2’s topics focused on Collective Investment Schemes (“CIS”) and Retirement Schemes which cover commercial trusts, trust structures for funds and retirement schemes in HK.

Collectively all mandatory units completed from Part A and either Stream 1 or 2 of the Part B form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations of both parts, will be awarded the TTC.


Part B consists of the following units. For details of each unit, please refer to its respective course page.

Unit 11: International Tax – Part 1
Unit 17: Trusts and Issues for PRC Nationals
Unit 18: Trust for Security Arrangements, Commercial and Employee Benefit Needs
Unit 19: Collective Investment Schemes – Part 1 Private Arrangements
Unit 20: Collective Investment Schemes – Part 2 Public Offering Arrangements
Unit 21: Hong Kong Mandatory Retirement Schemes Trusts - MPF
Unit 22: Hong Kong Mandatory Retirement Schemes Trusts - ORSO

Who should attend

The course is primarily targeted to those who would like to pursue “Trust Training Certificate” in order to apply for the Hong Kong Trustees’ Association Certified Trust Practitioner? designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter.


Date & Time
Thursday, 16 May 2019 (6:00PM - 9:00PM)
Tuesday, 21 May 2019 (6:00PM - 9:00PM)
Thursday, 23 May 2019 (6:00PM - 9:00PM)
Tuesday, 28 May 2019 (6:00PM - 9:00PM)
Thursday, 6 Jun 2019 (6:00PM - 9:00PM)
Thursday, 13 Jun 2019 (6:00PM - 9:00PM)
Tuesday, 25 Jun 2019 (6:00PM - 9:00PM)
HKSI Institute Training Centre
SFC:21.00, MPFA:6.00, PWMA:21.00, LawSociety:2.50