Overview

This is Part A (Foundation level) of the training programme in pursuing the "Trust Training Certificate" ("TTC").

Collectively all mandatory units completed from Part A and seven elective units completed from Part B, form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations for both parts, will be awarded the TTC.

Content

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

Unit 1: Introduction to Trusts
Unit 2: Types of Trusts and When Appropriate
Unit 3: Administration and Management of Trusts
Unit 4: Other Estate Planning Vehicles
Unit 5: Trusts Compared with Other Estate Planning Vehicles
Unit 6: Trusts and Compliance
Unit 7: Trusts Jurisdiction Comparison

Who should attend

The course is primarily targeted to those who would like to pursue the "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 and / or those who plan to enter into the Trust industry sector.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

WAM Pilot Programme Special Requirements

If you plan to apply for reimbursement under the Financial Incentive Scheme (FIS), please ensure your device/computer has the camera feature or with webcam installed as you are required to turn on your camera throughout the webinar.