概要

This is the package of Trust Training Certificate (“TTC”) (version 2.0) Part B Stream 2 training and examination.

The TTC Part B Stream 2 consists of the following units:
Unit 11: International Taxation
Unit 17: Trusts and Issues for PRC Nationals
Unit 18: Trusts for Security arrangements, commercial and employee benefit needs
Unit 19: Collective Investment Schemes – Part 1 Private Arrangements
Unit 20: Collective Investment Schemes – Part 2 Public Offering Arrangements
Unit 21: Hong Kong Mandatory Retirement Scheme Trusts - MPF
Unit 22: Hong Kong Retirement Scheme Trusts - ORSO

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

The revision session (optional for candidates registered for the examination) will be held as a LIVE webinar on 21 November 2024 (Thursday) from 6:30pm to 9:30pm.

TTC Part B Stream 2 Examination will be held on 14 December 2024 (Saturday) from 11:30 am and 1:00 pm. Please note that all computer-based exam candidates MUST schedule their exam.  TTC exam candidates should refer to Step 2 of the Scheduling Guide for procedures.

*Rescheduling services are not applicable to the TTC exam.

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 email us at [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/)。