Wealth Management

Trust Training Certificate (TTC) (version 2.0) Part A Training, Revision Session and Examination [Package] (2025 2nd Cohort)

概要

This is the package of Trust Training Certificate (“TTC”) (version 2.0) Part A training and examination. Enrolment will open on 5 August 2025.

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.

TTC Part A Examination will be held on 3 November 2025 (Monday) at 5:30 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.  

The examination is based on the study guide and the slide deck, which is included in this training package and downloadable from each eCourse.

*Rescheduling services are not applicable to the TTC exam.

Note: Examination candidates are required to complete all Part A units (as stated above) before 23 October 2025 (Thursday), 23:59, otherwise they might not be allowed to sit for the examination on 3 November 2025.

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

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

Group enrolment can be facilitated offline by contacting the HKSI Institute at 3120 6100 or email to [email protected]. An administration fee of HKD100 per enrolment will be charged, and applications will be processed within four working days.

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.

詳情

活動編號
TEPWM25007402
地點
網上平台
語言
英文
級別
Introductory
課程時數
SFC:21.00, PWMA:21.00, LawSociety:21.00, HKTA:21.00
費用
會員 / 非會員: HK$15000