Overview

This is the package of Trust Training Certificate (“TTC”) (version 2.0) Part B Stream 1 training and TTC Part B examination.

The TTC Part B Stream 1 consists of the following units:
Unit 8: Other Trust Vehicles in Details
Unit 9: The Contents of Trusts and Drafting
Unit 10: Testamentary Issues & Avoiding Testamentary Disputes
Unit 11: International Taxation
Unit 13: Family Offices
Unit 17: Trusts and Issues for PRC Nationals
Unit 19: Collective Investment Schemes – Part 1 Private Arrangements

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 B Stream 1 Examination will be held on 3 June 2025 (Tuesday) at 5:30pm.  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 B Stream 1 units (as stated above) before 26 May 2025 (Monday), 23:59, otherwise they might not be allowed to sit for the examination on 3 June 2025.

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

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 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/).

Participants must attend all the units of each part of the training course to sit for the examination. Participants who do not pass the post-training examination must retake and pass the re-examination within 1 month from the date of his/her first examination to qualify for the reimbursement. Participants can choose to take either Part A or Part B (Stream 1/2), or both , and will be eligible for reimbursement once they meet the completion requirements. For Part B, reimbursement is applicable only to the selection of one stream (either Stream 1 or Stream 2), not both.

For enquiries on the WAM Pilot Programme, please email to [email protected].