Wealth Management

Trust Training Certificate (TTC) - Unit 5: Trusts Compared with Other Estate Planning Vehicles (9th Cohort)

Overview

This eCourse will be accessible until 19 November 2022.

This is the Unit 5 of the training programme in pursuing the “Trust Training Certificate” (“TTC”).

This eCourse was developed based on the recorded webinar session of Unit 5 held on 20 April 2021. For participants who plan to take the TTC Part A Examination in November 2022, please ensure you read the latest version of study guide and materials provided via the examination enrolment link.

There is only one module in this unit.
Module 9: Trusts compared with Other Estate Planning Vehicles

Objective

On completion of the course, you will be able to:
1. Recognise various estate structuring vehicles
2. Explain the key features of these various estate structuring vehicles, their differences and their respective advantages and disadvantages
3. Be aware of how these other estate structuring vehicles are used in different jurisdictions and why they are used (e.g. laws)

Content

Module 9: Trusts compared with Other Estate Planning Vehicles
1. Comparison of trusts with
- Foundations,
- Private Companies (including Special Purpose International Companies)
- Partnerships
2. Review of the key benefits and differences of each

Who should attend

The course is primarily targeted to those who would like to pursue the "Trust Training Certificate" in order to apply for 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 course subject matter and / or those who plan to enter the Trust industry sector.

Details

Code
TEPWM22014001
Venue
ePlatform
Relevant Subject
Others
Language
English
Level
Introductory
Hours
SFC:3.00, PWMA:3.00, HKTA:3.00
Fees
All (Member & Non-Member): HK$1500

Click here if you wish to register for full Part A training programme.

Click here if you wish to register for full Part A training programme and examination.