Wealth Management

Trust Training Certificate (TTC) Unit 1 to 7, Part A Revision Session and Part A Examination (10th Cohort) [Package]


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 21 March 2023 (Tuesday) 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 15 April 2023 (Saturday) from 9:15am to 10:45am. Click here for details. 

Note: Examination candidates are required to complete all Part A units (as stated above) before 3 April 2023 (Monday), otherwise they might not be allowed to sit for the examination on 15 April 2023.

Who should attend

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


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

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