Wealth Management

Trust Training Certificate (TTC) Unit 1 to 7, Part A Revision Session and Part A Examination (11th Cohort) [Package]


This is the package of Trust Training Certificate (“TTC”) Unit 1 to 7 and TTC Part A examination.

The TTC Part A consists of the following units:
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

Revision session (Optional for candidates who have registered into the examination) will be held as a LIVE webinar on 21 November 2023 (Tuesday) from 6:30pm to 9:30pm.

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

TTC Part A Examination will be held on 2 December 2023 (Saturday) from 9:15am to 10:45am. Click here for details. 

Note: Examination candidates are required to complete all Part A units (as stated above) before 27 November 2023 (Monday), otherwise they might not be allowed to sit for the examination on 2 December 2023.

Who should attend

It is primarily targeted to TTC candidates who wish to take the TTC Part A Examination.


Virtual Platform
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
SFC:21.00, PWMA:21.00, HKTA:21.00