Home Development Continuous Learning

Certified Trust Practitioner™ Accreditation Programme - Trust Training Certificate (TTC) (version 2.0)

TTC is a core component of achieving the Hong Kong Trustees' Association ("HKTA") Certified Trust Practitioner™ (CTP) designation, which was introduced in 2018.

In 2024, the programme has underwent a successful syllabus update and is now known as TTC (version 2.0).

The training programme is structured in two (2) parts (Part A and Part B), comprising 14 units and 42 training hours. Both parts are delivered in eCourse format. Participants MUST complete the entire programme, including all mandatory units from Part A and either Stream 1 or Stream 2 of Part B, to fulfil the requirements for the CTP designation.

Participants who successfully complete the programme and pass the examination for BOTH parts will be awarded the "Trust Training Certificate".

For details of the accreditation requirements, please refer to the HKTA website.

	Part A	Part B
Training	7 compulsory units	7 compulsory units under either Stream 1 or 2 Two (2) streams: Stream 1: Private Trusts Stream 2: Collective Investment Schemes / Retirement Schemes
Examination*	Sessions in 2026 will be held in March, May, July, September, and November. See the "Programme Details" below or Examination Schedule.

Part A

Part B

Training

7 compulsory units

7 compulsory units under either Stream 1 or 2

Two (2) streams:

Stream 1: Private Trusts
Stream 2: Collective Investment Schemes / Retirement Schemes

Examination*

Sessions in 2026 will be held in March, May, July, September, and November.
See the "Programme Details" below or Examination Schedule.

Enrolment Start Date:
Enrolment for the training and examination package opens on 16 December 2025 for those planning to take the examination in 2026.

Programme Structure & Flexibility:
Learners have 180 days from enrolment to complete the training course. After completing the training, they can schedule their examination at any available date. From 2026 onwards, there is no enrolment deadline for the training course, providing greater flexibility.

Examination Details*:
The examination is based on the study guide and slide deck, available in the training package and can be downloaded from each eCourse.

All computer-based exam candidates MUST schedule their exam. TTC exam candidates should refer to Step 2 of the Scheduling Guide for procedures.

Learners MUST schedule and attempt the examination within 180 days of completing all seven (7) units. Scheduling is only allowed after the training is fully completed.

Candidates need to attend the Examination in person at the HKSI Institute.

Eligibility for Retake:
Individuals who have completed TTC (version 2.0) Part A or Part B training but did not pass the examination are eligible to enrol directly for a retake. For examination details, please click here. To enrol, please click here.

Below is an overview of the Trust Training Certificate ("TTC") (version 2.0) Part A.

The total training and exam package cost for the all inclusive units, which covers all seven (7) units and the Part A Examination is HKD15,000. This price includes the examination fee of HKD2,200 and reflects a discount from the original price of HKD14,500.
If participants wish to apply for Experienced Practitioner Exemption ("EPE"), please contact the HKTA to confirm their eligibility before enrolling in Unit 6.
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
Offline group enrolment can be arranged 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 (4) working days.

Please also note that:

To register for the Training and Examination package (Training Sessions of Unit 1 to 7, Revision Session, and the Examination), click on the link in the first row “TTC (version 2.0) Part A Training and Examination Package”.
Learners may choose to enrol in individual units. To enrol in individual units, click on the above Training & Examination Package to find more information. The system will consolidate the units chosen, and the fee will be charged based on the total number of selected units.

Stream/Unit	Stream / Unit name	Module/Remarks	Date
1-7, Revision Session & Examination	TTC (version 2.0) Part A Training & Examination Package	For details of each unit, please refer to its respective course page.	Please refer to the dates listed below.
1	Introduction to Trusts	M1: Overview of Trusts M2: Fundamental Principles and Structure of Trusts	Accessible for 180 days upon successful enrolment.
2	Types of Trusts and When Appropriate	M3: Types of Trust and their uses M4: Retention of Control
3	Other Estate Planning Vehicles	M5: Other Estate Planning/Succession Vehicles M6: Trust Protection Issues
4	Trusts Compared with Other Estate Structuring Vehicles	M7: Trusts Compared with Other Estate Planning Vehicles
5	Trustees and Compliance	M8: Trustee Duties M9: Hong Kong Securities and Futures Commission Regulatory Activity 13 Regime M10: Hong Kong Monetary Authority’s Code of Practice for Trust Business
6	Trusts and Compliance	M11: Compliance, AML, Legislative rules and how they apply to Trusts Part A - AML Ordinance and Companies Registry Requirements for Trust or Company Service Providers M12: Compliance, AML, Legislative rules and how they apply to Trusts Part B - Automatic Exchange of Information ("AEOI") FATCA and CRS Reporting Requirements for Trustees
7	Trusts Jurisdiction Comparison	M13: International Comparison of Trusts
	Part A Examination	CBT	2026 Schedule (Time: 4:00pm; All dates are Mondays): 2 March \| 4 May \| 6 July 7 September \| 2 November

Below is an overview of the Trust Training Certificate ("TTC") (version 2.0) Part B.

The total training and exam package cost for the all-inclusive units, which covers all seven (7) units and the Part B Examination is HKD18,000. This price includes the examination fee of HKD2,200 and reflects a discount from the original price of HKD17,500.
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
Offline group enrolment can be arranged 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 (4) working days.

Please also note that:

To register for the Training and Examination Package (Part B Stream 1 / Stream 2 trainings, Revision Session, and the Examination), click on the link provided in the first two rows:
1. TTC (version 2.0) Part B Stream 1 Training and Examination Package OR
2. TTC (version 2.0) Part B Stream 2 Training and Examination Package
Learners may choose to enrol in individual units. To enrol in individual units, click on either the above Stream 1 or Stream 2 Training & Examination Packages to find more information. The system will consolidate the chosen units, and the fee will be charged based on the total number of selected units.

Stream / Unit	Stream / Unit name	Module / Remarks	Date
Stream 1: Units 8, 9, 10, 11, 13, 17, 19, Revision Session & Examination	TTC (version 2.0) Part B Stream 1 Training & Examination Package	For details of each unit, please refer to its respective course page.	Please refer to the dates listed below.
Stream 2: Units 11, 17, 18, 19, 20, 21, 22, Revision Session & Examination	TTC (version 2.0) Part B Stream 2 Training & Examination Package		Please refer to the dates listed below.
Stream 1: 8	Other Trusts in Detail	M14: Other Types of Estate Planning Trusts and their uses	Accessible for 180 days upon successful enrolment.
Stream 1: 9	The Contents of Trusts and Drafting	M15: Drafting and Important Deed provisions
Stream 1: 10	Testamentary Issues and Avoiding Testamentary disputes	M16: Testamentary issues - Wills
Stream 1/2: 11	International Taxation	M17: Tax with regard to Trusts, Settlors & Beneficiaries; Taxation of Assets
Stream 1: 13	Family Offices	M18: Family Offices
Stream 1/2: 17	Trusts and Issues for PRC Nationals	M19: Trusts and Issues for PRC Nationals
Stream 2: 18	Trusts for Security arrangements, commercial and employee benefit needs	M20: Some commercial uses of Trusts
Stream 1/2: 19	Collective Investment Schemes – Part 1 Private Arrangements	M21: Collective Investment Schemes - Part 1 Private Arrangements
Stream 2: 20	Collective Investment Schemes – Part 2 Public Offering Arrangements	M22: Collective Investment Schemes - Part 2 Public Arrangements
Stream 2: 21	Hong Kong Mandatory Retirement Scheme Trusts – MPF	M23: Mandatory Provident Schemes - MPF
Stream 2: 22	Hong Kong Retirement Scheme Trusts – ORSO	M24: Trusts as Private / Voluntary Retirement Schemes - ORSO
	Part B Examination	CBT	2026 Schedule (Time: 4:00pm) Stream 1 (All dates are Tuesdays) 3 March \| 5 May \| 7 July \| 8 September \| 3 November Stream 2 (All dates are Wednesdays) 4 March \| 6 May \| 8 July \| 9 September \| 4 November

*Note: The Units are not sequentially numbered, as some have been intentionally omitted, such as Unit 12, Unit 14 to Unit 16.

Related Downloads

HKTA_2026_CTP_brochure_20251201_(c).pdf 30 MB

Development