Wealth Management

Trust Training Certificate (TTC) Part A - Unit 1 to 7 (11th Cohort) [Package]

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

This course is primarily target to those who would like to pursue the TTC in order to apply 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 topics and / or those who plan to enter into the Trust industry sector.

Details

Code
TEPWM23003502
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:21.00, PWMA:21.00, HKTA:21.00

If you’d like to enrol the training and examination package, please click here.