Wealth Management

[Webinar] Trust Training Certificate (TTC) Part B Stream 2 Training, Revision Session and Examination [Package]


This is the package of Trust Training Certificate (“TTC”) Part B Stream 2 training and TTC Part B examination.

The TTC Part B Stream 2 consists of the following units:
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
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 2 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
Thursday, 15 Apr 2021 (6:00PM - 9:00PM)
Thursday, 22 Apr 2021 (6:00PM - 9:00PM)
Thursday, 29 Apr 2021 (6:00PM - 9:00PM)
Thursday, 13 May 2021 (6:00PM - 9:00PM)
Thursday, 20 May 2021 (6:00PM - 9:00PM)
Wednesday, 26 May 2021 (6:00PM - 9:00PM)
Wednesday, 2 Jun 2021 (6:00PM - 9:00PM)
Thursday, 17 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, MPFA:6.00, 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.