Wealth Management

[Webinar] Trust Training Certificate (TTC) Part B Stream 1 Training, Revision Session and Examination [Package]


This is the package of Trust Training Certificate (“TTC”) 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 Tax – Part 1
Unit 13: Family Office
Unit 14: Foundations Law – Part 1
Unit 17: Trusts and Issues for PRC Nationals
Revision session: Optional for candidates who have registered into the examination.

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

For TTC Part B Examination details, please refer to

Who should attend

It is primarily targeted to TTC candidates who wish to take the TTC Part B Stream 1 Examination.

Financial Incentive Scheme of the WAM Pilot Programme

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

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

WAM Pilot Programme Special Requirements

If you plan to apply for reimbursement under the Financial Incentive Scheme (FIS), please ensure your device/computer has the camera feature or with webcam installed as you are required to turn on your camera throughout the webinar.


Date & Time
Wednesday, 14 Apr 2021 (6:00PM - 9:00PM)
Wednesday, 21 Apr 2021 (6:00PM - 9:00PM)
Wednesday, 28 Apr 2021 (6:00PM - 9:00PM)
Wednesday, 12 May 2021 (6:00PM - 9:00PM)
Tuesday, 25 May 2021 (6:00PM - 9:00PM)
Wednesday, 26 May 2021 (6:00PM - 9:00PM)
Wednesday, 2 Jun 2021 (6:00PM - 9:00PM)
Wednesday, 16 Jun 2021 (6:00PM - 9:00PM)
Saturday, 26 Jun 2021 (9:15AM - 10:45AM)
Virtual Platform
HKSI Institute, Room 510, Wing On Centre, 111 Connaught Road Central, HK
SFC:21.00, PWMA:21.00, LawSociety:17.50, HKTA:21.00

Please note that the examination fees are not eligible for reimbursement under the Financial Incentive Scheme of the WAM Pilot Programme.