Certified Trust Practitioner™
Hong Kong's first trust-specific professional qualification. Complete the Trust Training Certificate — enhanced as TTC 2.0 since 2024 — and qualify for the CTP™ designation.
Programme structure
Two parts (Part A and Part B). Part B has two streams. Each part has 7 units and 3 hours of class per unit. Total 14 units, 42 hours in-class. Students complete all 7 Part A units plus 7 Part B units in either Stream 1 or Stream 2.
- Unit 1 – Introduction to 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 – Trust Jurisdiction Comparison
- Unit 8 – Other Trusts in Detail
- Unit 9 – The Contents of Trusts and Drafting
- Unit 10 – Testamentary Issues & Avoiding Testamentary Disputes
- Unit 11 – International Taxation
- Unit 13 – Family Offices
- Unit 17 – Trusts and Issues for PRC Nationals
- Unit 19 – Collective Investment Schemes – Part 1 Private Arrangements
- 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
The full course includes all Part A units and seven Part B units. To be awarded the TTC, complete all seven units of the corresponding TTC Course within three years from the first unit attended, and both Part A and Part B examinations within six years from the first class. Certificate available 4-6 weeks after passing both exams. Certificates are NOT reissued.
2026 examinations
Examination time 4:00pm. Enrolment for the training and examination package opened 16 December 2025. eCourse format; learners have 180 days from enrolment to complete the training. No enrolment deadline from 2026 onwards.
- 90-minute computer-based exam per part, 60 multiple-choice questions in English, pass mark 70%.
- Separate exams for Part A, Part B Stream 1, and Part B Stream 2.
- Venue: In person at HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King's Road, Quarry Bay.
- Deferral: A student who completed Part A or Part B may defer sitting the exam for a maximum of 3 years from the first unit attended; after 3 years must re-enrol.
- Scheduling: Learners must schedule and attempt the examination within 180 days of completing all 7 units; first-come-first-served; rescheduling up to 6 full days before the session.
Fees
Part A units 1–5 & 7: HK$2,000 each
Part A unit 6: HK$2,500
Part B: HK$2,500 each
HK$2,200 per exam part
Individual membership: HK$2,000/yr
EPE application: HK$5,000
CTP annual maintenance: HK$1,000
5% off for 3-5 staff from the same organisation; 10% off for over 5 staff. Group enrolment offline via HKSI Institute; HKD100 admin fee per enrolment.
Fees include study guide with executive summary, review questions, legislative examples, sample exam questions and slides on HKSI Institute Online Portal, plus a free revision class at the end of each Part.
- Awarded the HKTA Trust Training Certificate (TTC) by attending the training course and passing the exam
- Minimum of two years relevant hands-on experience before, during or after study for the TTC course
- Join HKTA as an individual member (HKD2,000 per annum), agreeing to all membership standards including Fit and Proper requirements and Best Practice Guidelines
- Continuous Professional Training ("CPT"): 6 hours per calendar year (1 January to 31 December). Each course unit qualifies for CPT accreditation; applicable annually from the first full calendar year after CTP designation is awarded Annual maintenance fee HK$1,000.