Accreditation Program

Certified Trust Practitioner^TM Accreditation Program

A new accreditation program is being launched by the Hong Kong Trustees’ Association on 1 July 2018. The accreditation program is the first in Hong Kong and is being introduced in order to: 

• develop talent within the trust and fiduciary services industries in Hong Kong in a systematic manner;
• set minimum professional standards within the trust industry;
• encourage new entrants to the industry and provide a platform for opportunities of career advancement; and
• promote confidence of clients, financial service sectors and regulatory bodies in fiduciary services through setting professional standards and competency of individuals working in the trust industry.

The accreditation will confer a Certified Trust Practitioner™ designation to individuals who have successfully attained the accreditation requirements.

Accreditation Requirements

Certified Trust Practitioner™designation will be awarded to individual members of the Hong Kong Trustees’ Association who have satisfied the Certification, Experience and Membership requirements.

Certification - Trust Training Certificate Course ("TTC")   READ MORE

The Trust Training Certificate Course by the HKTA in conjunction with the Hong Kong Securities and Investment Institute to bridge the knowledge gap. It is the first trust training course in Hong Kong with comprehensive coverage of topics including compliance, estate planning, family office, collective investment schemes and retirement schemes (MPF/ORSO) and comparison of HK with other trust jurisdictions.

Course structure

Learning outcomes: 

• Acquire a good understanding of the trust and fiduciary industries

• Provide knowledge and fundamental principles and practices of trusts

• Understand the different types of trusts, their applications, benefits and management

• Advance your understanding of trusts, trust structures for both private and commercial applications

Highlights of TTC  version 2.0

• Part A is expanded to increase coverage on corporate trusts, funds and pensions and to update relevant regulatory regimes, such as the new HKMA Code of Practice for Trust Business and the new SFC Regulated Activity type 13 (“RA13”) requirements for conducting the SFC authorized CIS depositaries.
• Part B is updated to reflect new legislation and focuses more specifically on Hong Kong arrangements.
   

Part A New Syllabus

Part B New Syllabus

Fees include study guide with executive summary and review questions, legislative examples, sample exam questions, overhead slides used in the training on HKSI Institute Online Portal.

A free revision class is also included in the fees and offered at the end of each Part.

Corporate bulk discount:

5% off for 3 to 5 staffs from the same organisation and 10% off for over 5 staffs from the same organisation

Please contact HKSI at 3120 6100 or email [email protected] for bulk enrolments.

Examination fee:

• $2,200 per examination for both Part A & B

Financial Incentive Scheme of the WAM Pilot Programme

TTC (version 2.0) Part A is delivered in an eCourse format and is not eligible for WAM reimbursement. The WAM application for TTC Part B (version 2.0) is pending endorsement of its revamped content. 

Continuous Professional Training (CPT) Recognition

Upon successful completion of each unit, the participant will gain the equivalent CPT / OPT / CPD hours recognised by the Securities and Futures Commission (SFC), Private Wealth Management Association (PWMA), Hong Kong Trustees' Association (HKTA) and the Law Society of Hong Kong (pending for approval). Unit 21 and Unit 22 will be accredited by MPFA as core-CPD activities (pending approval). Please refer the course page for the details.

Medium of Instruction

The in-class lectures will be conducted in English and all course material will be in English.

Lecturers

The lecturers for the course will be experienced senior practitioners in the trust industry. The lecturers’ biographies is listed on the website of HKSI Institute.