Wealth Management

[Webinar] Trust Training Certificate (TTC) Part B Stream 1 Training, Revision Session and Examination [Package] (5th Cohort)


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 Taxation – Part 1
Unit 13: Family Offices
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.


Date & Time
Thursday, 12 May 2022 (6:30PM - 9:30PM)
Tuesday, 17 May 2022 (6:30PM - 9:30PM)
Wednesday, 25 May 2022 (6:30PM - 9:30PM)
Tuesday, 31 May 2022 (6:30PM - 9:30PM)
Wednesday, 8 Jun 2022 (6:30PM - 9:30PM)
Tuesday, 14 Jun 2022 (6:30PM - 9:30PM)
Wednesday, 22 Jun 2022 (6:30PM - 9:30PM)
Tuesday, 5 Jul 2022 (6:30PM - 9:30PM)
Tuesday, 5 Jul 2022 (6:30PM - 9:30PM)
Saturday, 23 Jul 2022 (9:15AM - 10:45AM)
Virtual Platform
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
SFC:21.00, PWMA:21.00, HKTA:21.00