Effective 1 October 2016, "Asset Management Fundamentals ("AMF")” is one of the eligible course / programme under the financial incentives scheme of the WAM Pilot Programme.

In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to the maximum of $10,000 (whichever is the lower) upon satisfactory completion of a course or seminar under the selected programmes of the Scheme.

Each individual may apply for the reimbursement for more than one course / seminar, up to a ceiling of $10,000 per person for courses/seminars held for the period from 1 October 2016 to 31 August 2022 upon satisfactory completion.

Application to reimburse the course fee, together with the required documents, must be submitted within four months from the last day of the course attended. For Asset Management Fundamentals ("AMF"), eligible individual can apply for course reimbursement upon satisfactory completion of each module.

Please refer to the WAM Pilot Programme website (Financial Incentive Scheme) for application details.

Continuous Professional Training (CPT) Recognition

Upon successful completion of each training session, the participant will gain the equivalent CPT hours recognised by the Securities and Futures Commission.

Instructors

Subject matter experts with excellent understanding in the relevant areas. Highly qualified individuals with substantial industry experience.

Medium of Instruction

English. Cantonese may be used if both instructors and participants are literate in this language.

Programme Details

Effective 1 October 2016, “Certified Private Wealth Professional (CPWP) Module 1 – Technical, Industry and Product Knowledge” is one of the eligible course / programme under the financial incentives scheme of the WAM Pilot Programme.

In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to the maximum of $10,000 (whichever is the lower) upon satisfactory completion of a course or seminar under the selected programmes of the Scheme.

Each individual may apply for the reimbursement for more than one course / seminar, up to a ceiling of $10,000 per person for courses/seminars held for the period from 1 October 2016 to 31 August 2022 upon satisfactory completion.

Application to reimburse the course fee, together with the required documents, must be submitted within four months from the last day of the course attended. For Certified Private Wealth Programme (CPWP) Module 1- Technical, Industry and Product Knowledge Programme, eligible individual can apply for course reimbursement upon satisfactory completion of each module.

Please refer to the WAM Pilot Programme website (Financial Incentive Scheme) for application details.

Continuous Professional Training (CPT) Recognition

Upon successful completion of each training session, the participant will gain the equivalent CPT hours recognised by the Securities and Futures Commission.

Instructors

Subject matter experts with excellent understanding in the relevant areas. Highly qualified individuals with substantial industry experience.

Medium of Instruction

English. 

Below is the overview of the Trust Training Certificate ("TTC") Part B Stream 1 (6^th cohort) & Part B Stream 2 (5^th cohort).  The training session will be run in eCourse format.

• For participants who wish to pursue TTC Part B examination, they need to enrol and attend all seven (7) units either Stream 1: Private Trusts or Stream 2: Collective Investment Schemes ("CIS") and Retirement Schemes.
• The total course fee for all seven (7) units for Stream 1(eCourse) is HKD12,800; whilst Stream 2(eCourse) is HKD14,000 (which is 20% off the original price HKD16,000 & HKD17,500 respectively).
• Upon completion of the training sessions, separate enrolment fee of HKD2,000 is required for taking either stream of Part  B Examination.  Please note that you need to attend the Examination in person at the HKSI Institute.  Registered candidates will be invited to join a 3-hour Revision Session in Webinar format.  The attendance of the Revision Session is optional.
• Corporate group enrolments can enjoy discounts if undertaking all seven(7) units of Part B Stream 1 or Stream 2 (with/without examination):

*Please call 3120 6100 or email [email protected] for group discount offers.

• For participants who would like to gain a solid understanding of the subject matters, he / she could choose to attend any unit(s) they are interested.

For the unit names and the enrolment links, please refer to the table below.

TTC Part B enrolment will start on Thursday, 1 September 2022.  For those who wish to register, your enrolment deadline is Tuesday, 25 October 2022 (11:59 PM). Please note that:

• Participants who wish to register into Part B training sessions, revision session and the examination, please click the link “TTC Part B Stream 1 Training & Examination Package” and “TTC Part B Stream 2 Training & Examination Package”. 
• Participants who wish to register into the training sessions only, please click the link “TTC Part B Stream 1 Training Package” and “TTC Part B Stream 2 Training Package”. 
• For participants who wish to enrol into the selected units, click the unit name and then choose "Apply Online" and "Select more".  The system will consolidate the units chosen and payment will be made on the total course fee.

Continuous Professional Training (CPT) Recognition

Upon successful completion of each unit, the participant will gain the equivalent CPT / OPT / CPD hours recognised by the Securities and Futures Commission (SFC) and Private Wealth Management Association (PWMA) and Hong Kong Trustees' Association (HKTA).  Some units are accredited by the Law Society of Hong Kong for CPD purposes or MPFA as core-CPD activities. Please refer the course page for the details.

Instructors

Subject matter expert with excellent understanding in the relevant areas.  Highly qualified individuals with substantial industry experience.

Medium of Instruction

English

Sharing of personal data

Please note that personal data provided to us upon enrolment will be shared with HKTA under the joint programme agreement.  HKTA will use the data based on its policy.