Wealth Management

Trust Training Certificate (TTC) Part B - Stream 1 Private Trusts Units 8, 9, 10, 11, 13, 14 & 17


This is the Stream 1 of the Part B (Advanced level) of the training programme in pursuing the “Trust Training Certificate” (“TTC”). Stream 1’s topics focused on private trusts and foundations, other jurisdiction trusts, charities and other estate issues.

Collectively all mandatory units completed from Part A and either Stream 1 or 2 of the Part B form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations of both parts, will be awarded the TTC.


Part B consists of the following units. For details of each unit, please refer to its respective course page.

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 Tax – Part 1
Unit 13: Family Office
Unit 14: Foundations Law – Part 1
Unit 17: Trusts and Issues for PRC Nationals

Who should attend

The course is primarily targeted to those who would like to pursue “Trust Training Certificate” in order to apply for the Hong Kong Trustees’ Association Certified Trust Practitioner? designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter.


Date & Time
Tuesday, 14 May 2019 (6:00PM - 9:00PM)
Wednesday, 15 May 2019 (6:00PM - 9:00PM)
Tuesday, 21 May 2019 (6:00PM - 9:00PM)
Wednesday, 22 May 2019 (6:00PM - 9:00PM)
Tuesday, 4 Jun 2019 (6:00PM - 9:00PM)
Tuesday, 11 Jun 2019 (6:00PM - 9:00PM)
Tuesday, 25 Jun 2019 (6:00PM - 9:00PM)
HKSI Institute Training Centre
SFC:21.00, PWMA:21.00, LawSociety:7.50