Wealth Management

Trust Training Certificate (TTC) Unit 1 to 7, Part A Revision Session and Part A Examination (9th Cohort) [Package]

Overview

This is the package of Trust Training Certificate (“TTC”) Unit 1 to 7 and TTC Part A examination.

The TTC Part A consists of the following units:
Unit 1: Introduction of Trusts
Unit 2: Types of Trusts and When Appropriate
Unit 3: Administration and Management of Trusts
Unit 4: Other Estate Planning Vehicles
Unit 5: Trusts compared with Other Estate Planning Vehicles
Unit 6: Trusts and Compliance
Unit 7: Trusts Jurisdiction Comparison

Revision session (Optional for candidates who have registered into the examination) will be held as a LIVE webinar on 26 October 2022 (Wednesday) from 6:30pm to 9:30pm.

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

TTC Part A Examination will be held on 19 November 2022 (Saturday) from 9:15am to 10:45am.  For details, please refer to
https://oes.hksi.org/enrol/listActivity?activity_type=X&category=Trust%20Training%20Certificate%20(TTC)%20Examination 

Note: Examination candidates are required to complete all Part A units (as stated above) before 7 November 2022 (Monday), otherwise they might not be allowed to sit for the examination on 19 November 2022.

Who should attend

It is primarily targeted to TTC candidates who wish to take the TTC Part A Examination.

Details

Code
TEPWM22007401
Venue
ePlatform
Virtual Platform
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
Language
English
Level
Introductory
Hours
SFC:21.00, PWMA:21.00, HKTA:21.00
Fees
All (Member & Non-Member): HK$12400