概要

This is Part A (Foundation level) of the training programme in pursuing the "Trust Training Certificate" ("TTC").

Collectively all mandatory units completed from Part A and seven elective units completed from Part B, form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations for both parts, will be awarded the TTC.

內容

Part A consists of the following units. For details of each unit, please refer to its respective course page.

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

對象

This course is primarily target to those who would like to pursue the TTC in order to apply the Hong Kong Trustees’ Association Certified Trust Practitioner designation.

It is also relevant to those who would like to gain a solid understanding of the topics and / or those who plan to enter into the Trust industry sector.

先導計劃 - 專業培訓資助計劃

本課程乃提升資產財富管理業人才培訓先導計劃 - 專業培訓資助計劃所涵蓋之合資格課程/ 研討會 /會議。

合資格之金融服務業現職從業員只要圓滿修畢本計劃所涵蓋課程 / 研討會 /會議 的一個單元，便可於本計劃的三年期內申請發還80%學費或上限7,000元(以數額較少者為準)。

申請人可申請多於一個課程 / 研討會 /會議的資助。

申請表必須於完成課程 / 研討會 /會議 當日起計４個月內連同所需文件一併送交香港證券及投資學會。詳情請參考先導計劃網站。