概要

This is the package of Trust Training Certificate (“TTC”) Unit 1 to 7 and TTC Part A examination (version 2.0).

The TTC Part A consists of the following units:
Unit 1: Introduction of Trusts
Unit 2: Types of Trusts and When Appropriate
Unit 3: Other Estate Planning Vehicles
Unit 4: Trusts Compared with Other Estate Structuring Vehicles
Unit 5: Trustees and Compliance
Unit 6: Trusts and Compliance
Unit 7: Trusts Jurisdiction Comparison

For details of each unit, please refer to its respective course page.

Revision session (Optional for candidates who have registered into the examination) will be held as a LIVE webinar on 4 June 2024 (Tuesday) from 6:30pm to 9:30pm.

TTC Part A Examination will be held on 15 June 2024 (Saturday) from 9:15am to 10:45am. 

Enjoy discounts on the package price for corporate group enrolments completing the training package (with/without examination):

• 3-5 staff: 5% off
• More than 5 staff: 10% off

For training package (without exam) and group discount offers, please contact us at 3120 6100 or email [email protected].

對象

This package is primarily designed for individuals who are interested in obtaining the "Trust Training Certificate" to qualify for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。