概要

This is the Stream 1 of the Part B (Introductory level) of the training programme in pursuing the “Trust Training Certificate” (“TTC”). Stream 1’s topics focused on private trusts and foundations, other jurisdiction trusts, charities and other estate issues.

Collectively all mandatory units completed from Part A and either Stream 1 or 2 of the Part B form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations of both parts, will be awarded the TTC.

內容

Part B Stream 1 consists of the following units. For details of each unit, please refer to its respective course page.

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 – Part 1
Unit 13: Family Offices
Unit 14: Foundations Law – Part 1
Unit 17: Trusts and Issues for PRC Nationals

對象

The course is primarily targeted to those who would like to pursue “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.

資產財富管理業先導計劃 -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。

合資格之金融服務業現職從業員只要圓滿修畢課程 / 研討會，便可於2016年10月1日至2023年3月31日期間申請發還百分之八十學費，或上限每人10,000元。

申請人可申請多於一個課程 / 研討會的資助，合計上限10,000元，但每個課程 / 研討會只獲發還學費一次。

簽妥的申請表必須於完成課程 / 研討會當日起計四個月內連同五項證明文件一併送交香港證券及投資學會。詳情請參考資產財富管理業先導計劃網站。

資產財富管理業先導計劃特別要求 

如有意申請專業培訓資助計劃(FIS) 資助，請確保所用的電腦、手機或平版電腦設置視像功能，並須在參與該次網上研討會時全程開啟，方可符合申請發還學費之要求。