Wealth Management

Trust Training Certificate (TTC) Part A - Unit 1 to 7


This is Part A (Foundation level) of the training programme in pursuing the "Trust Training Certificate" ("TTC").

Collectively all mandatory units completed from Part A and seven elective units completed from Part B, form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations for both parts, will be awarded the TTC.


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

Unit 1: Introduction to Trusts
Unit 2: Types of Trusts and When Appropriate
Unit 3: Administration and Management of Trusts
Unit 4: Other Estate Planning Vehicles
Unit 5: Trusts Compared with Other Estate Planning Vehicles
Unit 6: Trusts and Compliance
Unit 7: Trusts Jurisdiction Comparison

Who should attend

This course is primarily target to those who would like to pursue the TTC in order to apply 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 topics and / or those who plan to enter into the Trust industry sector.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars / conferences under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for reimbursement of 80% of the course fees, subject to a maximum of HK$7,000 (whichever is lower) upon satisfactory completion of a course / seminar / conference over the three-year period of the Scheme.

Each individual may apply for reimbursement for more than one course / seminar / conference.

Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course / seminar / conference attended. Please refer to the WAM Pilot Programme website for more details.


Date & Time
Tuesday, 10 Mar 2020 (6:00PM - 9:00PM)
Tuesday, 17 Mar 2020 (6:00PM - 9:00PM)
Monday, 23 Mar 2020 (6:00PM - 9:00PM)
Monday, 30 Mar 2020 (6:00PM - 9:00PM)
Tuesday, 21 Apr 2020 (6:00PM - 9:00PM)
Monday, 27 Apr 2020 (6:00PM - 9:00PM)
Monday, 4 May 2020 (6:00PM - 9:00PM)
HKSI Institute Training Centre
SFC:21.00, PWMA:21.00