Overview

This is the package of Trust Training Certificate (“TTC”) (version 2.0) Part B Stream 2 training and examination.

The TTC Part B Stream 2 consists of the following units:
Unit 11: International Taxation
Unit 17: Trusts and Issues for PRC Nationals
Unit 18: Trusts for Security arrangements, commercial and employee benefit needs
Unit 19: Collective Investment Schemes – Part 1 Private Arrangements
Unit 20: Collective Investment Schemes – Part 2 Public Offering Arrangements
Unit 21: Hong Kong Mandatory Retirement Scheme Trusts - MPF
Unit 22: Hong Kong Retirement Scheme Trusts - ORSO

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

The revision session (optional for candidates registered for the examination) will be held as a LIVE webinar on 21 November 2024 (Thursday) from 6:30pm to 9:30pm.

TTC Part B Stream 2 Examination will be held on 14 December 2024 (Saturday) from 11:30 am and 1:00 pm. Please note that all computer-based exam candidates MUST schedule their exam.  TTC exam candidates should refer to Step 2 of the Scheduling Guide for procedures.

*Rescheduling services are not applicable to the TTC exam.

Enjoy discounts on the package price for corporate group enrolments completing the training package (with/without examination):

• 3-5 staff: 5% off
• More than 5 staff: 10% off

For training package (without exam) and group discount offers, please email us at [email protected].

Who should attend

This package is primarily designed for individuals who are interested in obtaining the "Trust Training Certificate" to qualify for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.

Financial Incentive Scheme of the WAM Pilot Programme

This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).