Wealth Management

Trust Training Certificate (TTC) (version 2.0) Part B Stream 1 Training, Revision Session and Examination [Package] (2026)

Overview

This is the package of Trust Training Certificate (“TTC”) (version 2.0) Part B Stream 1 training and TTC Part B Stream 1 examination.

Enrolment starts on 16 December, 2025.

Course Structure
The TTC Part B Stream 1 consists of the following seven (7) units:
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 Taxation
Unit 13: Family Offices
Unit 17: Trusts and Issues for PRC Nationals
Unit 19: Collective Investment Schemes – Part 1 Private Arrangements

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

Examination Details
Please refer to the examination schedule of TTC Part B (Stream 1) Examination for the latest examination dates. Please note that all computer-based examination candidates MUST schedule their examination. TTC examination candidates should refer to Step 2 of the Scheduling Guide for procedures.  

The examination is based on the study guide and the slide deck, which is included in this training package and downloadable from each eCourse.

Note: Examination candidates are required to complete ALL Part B (Stream 1) units (as stated above) BEFORE scheduling the examination.

Corporate Group Enrolments

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

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

Group enrolment can be facilitated offline by contacting the HKSI Institute at 3120 6100 or email to [email protected]. An administration fee of HKD100 per enrolment will be charged, and applications will be processed within four (4) working days.

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.

Details

Code
TEPWM25007604
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:21.00, PWMA:21.00, LawSociety:21.00, HKTA:21.00
Fees
All (Member & Non-Member): HK$18000