Wealth Management

Trust Training Certificate (TTC) - Unit 5: Trusts Compared with Other Estate Planning Vehicles (10th Cohort)

概要

This eCourse will be accessible until 15 April 2023.

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

This eCourse was developed based on the recorded webinar session of Unit 5 held on 20 April 2021. For participants who plan to take the TTC Part A Examination in April 2023, please 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

宗旨

On completion of the course, you will be able to:
1. Recognise 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)

內容

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

對象

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.

詳情

活動編號
TEPWM23016001
地點
網上平台
相關主題
其他
語言
英文
級別
Introductory
課程時數
SFC:3.00, PWMA:3.00, HKTA:3.00

Click here if you wish to register for full Part A training programme.

Click here if you wish to register for full Part A training programme and examination.