Wealth Management
[Webinar] Trust Training Certificate (TTC) (version 2.0) - Unit 4: Trusts Compared with Other Estate Structuring Vehicles
Overview
This is Unit 4 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.
It consists of the following module:
Module 7: Trusts Compared with Other Estate Planning Vehicles
For details on the topics to be covered, please refer to the 'Content' section below.
If you wish to register for the full TTC (version 2.0) Part A training programme and examination, click here.
Objective
On completion of the course, learners should be able to:
(a) Recognise various estate structuring vehicles
(b) Explain the key features of these various estate structuring vehicles, their differences and their respective advantages and disadvantages
(c) Be aware of how these other estate structuring vehicles are used in different jurisdictions and why they are used (e.g. laws)
Content
Module 7: Trusts Compared with Other Estate Planning Vehicles:
1. The general nature of trusts, foundations, private companies, partnerships and limited partnerships, and segregated portfolio companies
2. Factors of comparison
3. Key benefits, shortcomings and differences regarding trusts, foundations, private companies, partnerships and limited partnerships, and segregated portfolio companies
Who should attend
This course 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.
It is also relevant for individuals seeking a comprehensive understanding of the course subject matter and those planning to enter the Trust industry sector.
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/).
Details
Click here if you wish to register for full TTC (version 2.0) Part A training programme and examination.