香港管理專業協會 Executive Certificate in Family Trust and Wealth Succession Planning
This new program is being launched jointly by the Wealth Succession Planning Association and Hong Kong
Management Association (HKMA) in 2019. This accreditation program is being developed in order to:
-develop professionals for the trust, insurance, financial, private banking and fiduciary industries in Hong Kong;
-promote professional standards within the family trust and wealth succession planning industries;
-train and encourage new professionals to the industry and provide an opportunity for further career advancement; and
-teach, compare and analyze the market trend and latest development regarding the family trust, insurance, private
banking and wealth succession planning industries and increase the competency of individuals working in the industries.
– Private Bankers, Financial Practitioners, Insurance Specialists, Family Offi ce Practitioners, Wealth Succession Planners;
– Executives and Managers who are interested in Family Trust and Wealth Succession Planning and how they can
benefi t business;
– New entrants to the banking, insurance, and trust industries; and
– Professionals who already have basic knowledge of trusts and wish to expand their area of knowledge.
This program includes contents which cover Family Trusts, AML/KYC procedures, CRS & compliance, Collective
Investment Schemes, Global Taxation and Estate Duty, Discretionary and Fixed Trusts, Hong Kong / PRC / Offshores
Trust comparisons, Charitable Foundations and Family Offi ces.
15, 22, 29 June; 6, 13, 20, 27 July
3 August (Examination)
7:00 pm – 10:00 pm