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 undergone a revamp and is now known as TTC (version 2.0). 

The training programme is structured in 2 parts (Part A and Part B).  The entire programme consists of 14 units and 42 training hours.  Participants are required to attend the full programme in order to fulfil the requirement for the CTP designation. 

Collectively all mandatory units completed from Part A and either Stream 1 or 2 of Part B form the full programme (14 units in total).  Participants who successfully attend and complete the full programme and pass the examination for both parts will be awarded "Trust Training Certificate".  

 

Part A

Part B

Training

7 compulsory units

7 compulsory units under either Stream 1 or 2

Two streams:

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

Examination

To be held about 4 weeks after the training courses

To be held about 4 weeks after the training courses

 For details, please refer to the HKTA website.

Below is the overview of the Trust Training Certificate ("TTC") Part A (version 2.0). The training session will be run in webinar format.

  • To be eligible to sit for the TTC (version 2.0) Part A Examination, participants must enrol in and attend all seven (7) units. 
  • Upon completion of the training sessions, participants are required to take Part A Examination. 
  • 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 HKD16,700.
  • Candidates need to attend the Examination in person at the HKSI Institute.
  • All examination candidates will be invited to join an optional 3-hour Revision Session in webinar format.
  • If participants wish to apply for Experienced Practitioner Exemption ("EPE"), please contact HKTA to confirm their eligibility before enrolling in Unit 6.
  • Corporate group enrolments can further enjoy discounts off the training package price when undertaking all seven (7) units of Part A:

3-5 staff

5% off

>5 staff

10% off

*Please call 3120 6100 or email [email protected] for group discount offers.

  • Participants seeking a comprehensive understanding of the subject matters have the flexibility to choose and attend any unit(s) they are interested in.

Please refer to the table below for the unit names and course details.

TTC Part A enrolment started on Friday, 8 March 2024. For those who wish to register, please be informed that the enrolment deadline is Monday, 8 April 2024 (11:59pm). Please also note that:

  • To register for the training and exam package (Unit 1 to 7 webinar training sessions, Revision Session, and the Examination), click on the link provided in the first rowTTC Part A Training and Examination Package
  • Apart from enrolling in the training and exam package, learners have the option to enrol in one or more selected units. To do so, click on the unit name and choose 'Apply Online' and 'Select more.' The system will consolidate the units chosen, and payment will be made based on the total course fee.

Stream/Unit

Stream / Unit name

Module/Remarks

Date

1-7, Revision Session & Examination

TTC Part A Training & Examination Package

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

Please refer to the dates listed below

1-7

TTC Part A Training Package

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

For enrolment, please contact us at [email protected]

Please refer to the dates listed below

1

Introduction to Trusts

M1: Overview of Trusts

M2: Fundamental Principles and Structure of Trusts

9 April 2024 (Tuesday)

18:00 - 21:00

2

Types of Trusts and When Appropriate

M3: Types of Trust and their uses

M4: Retention of Control

16 April 2024 (Tuesday)

18:00 - 21:00

3

Other Estate Planning Vehicles

M5: Other Estate Planning/Succession Vehicles

M6: Trust Protection Issues

23 April 2024 (Tuesday)

18:00 - 21:00

4

Trusts Compared with Other Estate Structuring Vehicles

M7: Trusts Compared with Other Estate Planning Vehicles

30 April 2024 (Tuesday)

18:00 - 21:00

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

27 May 2024 (Monday)

18:00 - 21:00

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

13 May 2024 (Monday)

18:00 - 21:00

7

Trusts Jurisdiction Comparison

M13: International Comparison of Trusts

21 May 2024 (Tuesday)

18:00 - 21:00

 

Revision session

Optional for candidates who have registered into the examination.

4 June 2024 (Tuesday)

18:30 - 21:30

 

Part A Examination

Computer-based examination.

15 June 2024 (Saturday)

09:15 - 10:45

 

Development