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Trust Training Certificate Examination

The Hong Kong Trustees’ Association Limited (HKTA) has launched Certified Trust Practitioners (CTP) accreditation program to develop talent and set professional standards within the trust and fiduciary services industries in Hong Kong.

In partnership with the Hong Kong Securities and Investment Institute (HKSI Institute), HKTA introduces the Trust Training Certificate (TTC) programme.

Individuals who successfully complete both the TTC Course and Examination will be awarded the TTC. The TTC Examination is the qualifying examination specified by HKTA for registration as a Certified Trust Practitioners (CTP).

Prerequisites

Complete all seven units of the corresponding TTC Course within three years* from the date of the first unit attended.
Schedule and attempt the examination within 180 days of completing all seven units or enrolling for the examination.

Course Structure

TTC Course Part A

Course Units: Unit 1 – Unit 7
Examination Paper: TTC Examination Part A

TTC Course Part B - Stream 1

Course Units: Unit 8 – Unit 11, Unit 13, Unit 17 and Unit 19
Examination Paper: TTC Examination Part B - Stream 1

TTC Course Part B - Stream 2

Course Units: Unit 11 and Unit 17 – Unit 22
Examination Paper: TTC Examination Part B - Stream 2

* Please refer to its website for details of the Policies and Procedures for CPT Training Courses and Events.

Important Note: Candidates who completed TTC Course Part A before March 2024 or Part B before June 2024 under the previous syllabus are not eligible to attempt the examinations under the new syllabus (version 2.0) after July 2024.

Examination Details and Fees

Syllabus (version 2.0):
Part A: click here
Part B [Stream 1: Private Trust]: click here
Part B [Stream 2: Collective Investment Schemes (CIS) / Retirement Schemes]: click here

**The examination is based on the study guide and the slide deck, available in the training package and downloadable from the eCourse.**

Format: Multiple-choice question (MCQ)
Examination Question Language: English
Number of Questions: 60 per paper
Duration: 90 minutes each paper
Pass Mark: 70%
Mode: Computer-based Examination (CBE)
Examination System and Interface Language: Examination Simulator; English
Examination Venue: Hong Kong Examination Centre (Examination Day Flow)
Frequency*: Five sessions annually (March, May, July, September, November)
Examination Fees: HKD2,200 each paper

* For examination dates and application deadlines, please click here. Scheduling is on a first-come-first-served basis.

Study Support

Training Course

TTC is a core component of achieving the HKTA CTP designation. The TTC Course consists of Part A and Part B. Candidates must attend the relevant training course to be eligible for the examination for Part A or B respectively.

HKSI Institute has offered TTC training course for candidates and each TTC Examination session is based on the study manuals from the latest TTC training course.

Please refer to its website for details.

Study Materials

Candidates, who enrolled for TTC Examination, can download study materials (i.e. training’s materials of the latest intake) via the “Upcoming Activity” tab in the Online Portal / "Downloads" tab in the "Menu" of the HKSI Institute Mobile from the enrolment date until the examination date of the examination.
Please check our website for the details of TTC Course.
Examination questions are based solely on content contained within the latest version of the published study materials unless HKTA specifies updates.

Examination Question Format

Multiple Choice Questions (MCQs)

The MCQs will have four alternatives to choose from where one is the correct or best answer. All questions are equally weighted and there is no penalty for an incorrect answer.

Example 1

What is the purpose of a Special Trusts Alternative Regime (“STAR”) trust?

A. To provide a non-charitable purpose trust which could benefit persons and purposes
B. To allow for trusts whereby settlors could still manage the underlying operating companies
C. To allow for trusts which have a perpetuity period of 150 years
D. To allow for trusts that are perpetual

Example 2

What are the mechanisms put in place by the Mandatory Provident Funds Authority (“MPFA”) to protect members of MPF Schemes in Hong Kong?

I. Approval and registration of the trustees
II. Capital adequacy of the trustees
III. Fitness and propriety test of the controllers of the trustees
IV. Indemnity insurance by the MPFA

A. I and III only
B. II and IV only
C. I, II and III only
D. I, II, III and IV

Certificate Award

To receive the Trust Training Certificate, individuals must:
- Complete all seven units of corresponding TTC Course with three years from the date of the first unit attended; and
- Pass both Part A and Part B of TTC Examination within six years from the date of the first class of TTC course.
The aforesaid six-year completion period will NOT be extended under any circumstances.
Certificates not collected within six months notification will be destroyed. Candidates should keep their certificates safely, since the HKSI Institute will NOT reissue certificate.

Requirements for Certified Trust Practitioner (CTP)

Candidates who have completed Trust Training Certificate (TTC) Course and Examination will also need to fulfil the HKTA's "CEM" “Certification, Experience and Membership” requirements before they are obtained Certified Trust Practitioner (CTP) designation.

For details of the requirement for CTP designation, please refer to the HKTA website.

Policies

Before enrolling for the examination, you must read and understand all the policies set by the HKSI Institute. During the enrolment process, all candidates are required to agree to abide by these policies, which are updated periodically.

Frequently Asked Questions

You can find frequently asked questions about examination below or click here for other questions.

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