Wealth Management

Trust Training Certificate (TTC) Part B Stream 2 Training, Revision Session and Examination (5th Cohort) [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 Taxation – Part 1
Unit 17: Trusts and Issues for PRC Nationals
Unit 18: Trusts 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 Private Retirement Schemes Trusts - ORSO

Revision session (Optional for candidates who have registered into the examination) will be held as a LIVE webinar on 1 November 2022 (Tuesday) from 6:30pm to 9:30pm.

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

TTC Part B Stream 2 Examination will be held on 26 November 2022 (Saturday) from 9:15am  to 10:45am. 
​For details, please refer to

Note: Examination candidates are required to complete all Part B Stream 2 units (as stated above) before 14 November 2022 (Monday), otherwise they might not be allowed to sit for the examination on 26 November 2022.

Who should attend

It is primarily targeted to TTC candidates who wish to take the TTC Part B Stream 2 Examination.


HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
Virtual Platform
SFC:21.00, PWMA:21.00, HKTA:21.00