Wealth Management

Trust Training Certificate (TTC) – Unit 5: Trusts Compared with Other Estate Planning Vehicles (5th Cohort)


This eCourse is accessible from 2 November 2020 to 29 November 2020.

This is the Unit 5 of the training programme in pursuing the “Trust Training Certificate” (“TTC”).

This eCourse is developed in relation to the special arrangement for the participants joining the TTC Part A training in October and November 2020. It is prepared based on the recorded version of the last class (face-to-face mode) of Unit 5 done on 18 November 2019. For the participants who will take the TTC Part A Examination in December 2020, you should ensure you read the latest version of study guide and materials provided via the examination enrolment link.

There is only one module in this unit.
Module 9: Trusts compared with Other Estate Planning Vehicles

This eCourse has divided Module 9 into two parts. For each part, you must watch the recorded video and then pass the assessment (with unlimited attempts).


On completion of the course, you will be able to:
1. Recognize various estate structuring vehicles
2. Explain the key features of these various estate structuring vehicles, their differences and their respective advantages and disadvantages
3. Be aware of how these other estate structuring vehicles are used in different jurisdictions and why they are used (e.g. laws)


Module 9: Trusts compared with Other Estate Planning Vehicles
1. Comparison of trusts with
- Foundations,
- Private Companies (including Special Purpose International Companies)
- Partnerships
2. Review of the key benefits and differences of each


The course is primarily targeted to those who would like to pursue the "Trust Training Certificate" in order to apply for 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 course subject matter and / or those who plan to enter the Trust industry sector.

Special remarks:

The course is NOT eligible for the financial incentive schemes of the WAM Pilot Programme.


SFC:3.00, PWMA:3.00, HKTA:3.00