Wealth Management

[Webinar] Trust Training Certificate (TTC) (version 2.0) Unit 1 to 7, Part A Revision Session and Part A Examination [Package]


This is the package of Trust Training Certificate (“TTC”) Unit 1 to 7 and TTC Part A examination (version 2.0).

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

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

Revision session (Optional for candidates who have registered into the examination) will be held as a LIVE webinar on 4 June 2024 (Tuesday) from 6:30pm to 9:30pm.

TTC Part A Examination will be held on 15 June 2024 (Saturday) from 9:15am to 10:45am

Enjoy discounts on the package price for corporate group enrolments completing the training package (with/without examination):

  • 3-5 staff: 5% off
  • More than 5 staff: 10% off

For training package (without exam) and group discount offers, please contact us at 3120 6100 or email [email protected].

Who should attend

This package is primarily designed for individuals who are interested in obtaining the "Trust Training Certificate" to qualify for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.


Financial Incentive Scheme of the WAM Pilot Programme

This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).


Date & Time
Tuesday, 9 Apr 2024 (6:00PM - 9:00PM)
Tuesday, 16 Apr 2024 (6:00PM - 9:00PM)
Tuesday, 23 Apr 2024 (6:00PM - 9:00PM)
Tuesday, 30 Apr 2024 (6:00PM - 9:00PM)
Monday, 13 May 2024 (6:00PM - 9:00PM)
Tuesday, 21 May 2024 (6:00PM - 9:00PM)
Monday, 27 May 2024 (6:00PM - 9:00PM)
Tuesday, 4 Jun 2024 (6:30PM - 9:30PM)
Saturday, 15 Jun 2024 (9:15AM - 10:45AM)
Virtual Platform
CBE Centre, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
SFC:21.00, PWMA:21.00, HKTA:21.00