Wealth Management

Trust Training Certificate (TTC) (version 2.0) Unit 1 to 7 [Package]

Overview

This is the package of Trust Training Certificate (“TTC”) (version 2.0) Part A training and 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: 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.

The revision session (optional for candidates registered for the examination) will be accessible starting from 2 May 2025.

TTC Part A Examination will be held on 2 June 2025 (Monday) at 5:30 pm. Please note that all computer-based exam candidates MUST schedule their exam.  TTC exam candidates should refer to Step 2 of the Scheduling Guide for procedures.  

*Rescheduling services are not applicable to the TTC exam.

Note: Examination candidates are required to complete all Part A units (as stated above) before 25 May 2025 (Sunday), 23:59, otherwise they might not be allowed to sit for the examination on 2 June 2025.

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

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

Group enrolment can be facilitated offline by contacting the HKSI Institute at 3120 6100 or email to [email protected]. An administration fee of HKD100 per enrolment will be charged, and applications will be processed within four working days.

Who should attend

This package is designed for individuals interested in learning the "Trust Training Certificate" syllabus without taking the examination for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.

Details

Code
TEPWM24007402
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:21.00, PWMA:21.00, LawSociety:21.00, HKTA:21.00