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

Stream 1 -  READ MORE - Stream 1

Stream 2 -  READ MORE - Stream 2

Examination framework

There are separate exams for Part A and Part B Stream 1 and Part B stream 2. Students need to attend the course lectures to sit the examinations. A student who has completed Part A or Part B of the course may defer sitting the examination for a maximum period of 3 years counting from the first unit attended up to the examination date for each Part. After 3 years, the student will be required to re-enrol and undertake the course again in order to sit the examination.

The examination for each part is scheduled twice a year, with one retake examination available for each session. The examination is a 90 minutes computer based examination for each part. It conists of 60 of Multiple-choice Questions in English. The pass mark is 70%.

The Trust Training Certificate will be available 4-6 weeks after passing both Part A and B examinations. An email notification will be sent to you regarding the collection of your certificate. Candidates should keep their certificates safely, since the HKTA and HKSI Institute will NOT reissue certificate.

2025 2^nd Cohort

Remarks:

1. Individuals are required to complete all 7 syllabus units of above corresponding TTC Programme within 3 years - counting from the 1st syllabus unit attended to the examination date, before sitting for the TTC Examination.
2. Effective 8 August 2024, online enrolment and scheduling for computer-based examination (CBE) are separate. All computer-based exam candidates MUST schedule their exam.  TTC exam candidates should refer to Step 2 of the Scheduling Guide for procedures.
3. Examination candidates are required to complete all Part A units (as stated above) before 25 May 2025 (Sunday), 23:59, otherwise they might not be allowed to sit for the examination on 2 June 2025.
4. Examination candidates are required to complete all Part B Stream 1 units (as stated above) before 26 May 2025 (Monday), 23:59, otherwise they might not be allowed to sit for the examination on 3 June 2025.
5. Examination candidates are required to complete all Part B Stream 2 units (as stated above) before 27 May 2025 (Monday), 23:59, otherwise they might not be allowed to sit for the examination on 4 June 2025.
6. Learners may choose to enrol in individual units, however, only the full training and examination programme is eligible for WAM FIS reimbursement. To enrol in individual units, please click on the training & examination packages to find more information. 
7. Individuals who have completed any TTC Course (Part A after March 2024 or Part B after June 2024) and would like to take the examination only, please note the following deadline:
   
   

   2025 1st Cohort	Examination enrolment deadline (till 23:59)	Examination date (Time: 5:30pm)
   Part A	Wednesday, May 28, 2025	Monday, June 2, 2025
   Part B S1	Thursday, May 29, 2025	Tuesday, June 3, 2025
   Part B S2	Friday, May 30, 2025	Wednesday, June 4, 2025

   
   

   2025 2nd Cohort	Examination enrolment deadline (till 23:59)	Examination date (Time: 5:30pm)
   Part A	Wednesday, October 29, 2025	Monday, November 3, 2025
   Part B S1	Thursday, October 30, 2025	Tuesday, November 4, 2025
   Part B S2	Friday, October 31, 2025	Wednesday, November 5, 2025

Re-take Examination schedule 2025

Fast Retake examination is now available! It is scheduled to take place one month after the initial’s examination. For examination details, please click here. To enrol, please click here.

Course fees

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 on the training package price (with/without examination):

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

Group enrolment can be facilitated offline by contacting HKSI Institute at 3120 6100 or email education@hksi.org. An administration fee of HKD100 per enrolment will be charged, and applications will be processed within four working days.

Standalone unit:

Each unit of the course is also offered as a standalone unit, with the following fee schedule:

• Part A: Unit 1-5 & 7 HKD2,000 per unit; Unit 6 HKD2,500 per unit
• Part B: HKD2,500 per unit

(Retake) Examination fee:

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

Financial Incentive Scheme of the WAM Pilot Programme

This course has been approved as an eligible course of the Financial Incentive Scheme for Professional Training under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector. Under the Scheme, each eligible participant will be reimbursed 80% of course fees upon satisfactory completion of eligible courses, subject to a cap of $15,000 per person for the entire duration of the Scheme (i.e. from 1 October 2016 to 31 March 2026). Regarding the details of eligible criteria and application procedures, please refer to the dedicated website of the Pilot Programme (https://www.wamtalent.org.hk/eng/professional_training/overview.html).

Participants must attend all the units of each part of the training course to sit for the examination. Participants who do not pass the post-training examination must retake and pass the re-examination within 1 month from the date of his/her first examination to qualify for the reimbursement. Participants can choose to take either Part A or Part B (Stream 1/2), or both, and will be eligible for reimbursement once they meet the completion requirements. For Part B, reimbursement is applicable only to the selection of one stream (either Stream 1 or Stream 2), not both.

For enquiries on the WAM Pilot Programme, please email to training@wamtalent.org.hk. 

Continuous Professional Training (CPT) Recognition

Upon successful completion of each unit, the participant will gain the equivalent 3 CPT / OPT / CPD hours recognised by the Securities and Futures Commission (SFC), the Law Society of Hong Kong (Law Society), Private Wealth Management Association (PWMA) and Hong Kong Trustees' Association (HKTA). Unit 21 & 22 are also approved by the Mandatory Provident Fund Schemes Authority (MPFA ) as 3 Core CPD hours for each unit.

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.