Executive Diploma in
Wealth Management
Become a Registered Trust Practitioner
| Programmer Code | edwm/rtp |
| Study mode | Part-time |
| Mode of delivery | Face-to-face/online class |
| Duration | Approx.30 hours |
| Medium of instruction | Cantonese and Putonghua |
For more details, please contact us with academy@group-e.com or +852 3101 1560
As one of the globally recognised industry leaders, Group E has been the trusted advisor of high-net-worth individuals and families, institutions and intermediaries around the world. Building on this track record of success, the Group E Academy brings our expertise and knowledge to the forefront in the form of tailor-made company training.
Our bespoke corporate programme offers flexible arrangements and venue options that cater to your specific organisation's needs. With a team of advisors ready to provide professional consultation and training through different formats, such as online learning or blended learning, your organisation will be able to embrace the continuous growth and development of your most valuable asset, your people.
Introduction
In recent years, family trusts have attracted a great deal of attention, serving as one of the most important tools for wealth management, inheritance and protection.
A family trust refers to a situation where the trustee accepts the entrustment of an individual or family, and manages the trust property in accordance with the trust agreement. The main purpose of the trust is to protect and manage the family wealth, providing the basis for wealth planning, risk isolation, asset allocation, children’s education, family governance, philanthropy and the management of other personal affairs and financial services.
Family trusts meet the full range of needs of high-net-worth individuals, while enabling practitioners to diversify income sources, enhance customer loyalty, and promote the transformation and upgrading of financial institutions.
Programmmer overview
The Executive Diploma in Wealth Management programme is co-organised by Elite Training and Academy in conjunction with PAMA institue and the Hong Kong Management Association (HKMA). It is designed for corporate executives, profressionals and practitioners looking to grow their professional knowledge and practical skills in wealth and trust management.
Accelerate Your Career with Us
Elite Training and Academy paves the way for success by providing you with a platform to learn, practice, challenge and enhance your industry knowledge and competencies. All programmes come with well-recognised accredited certification to ensure you have the opportunity to grow, both in your personal development and at the workplace.
PROGRAMME DETAILS
Accreditation
Upon completion of the programme, participants will be eligible to receive the diploma certificate and the Registered Trust Practitioner (RTP) professional designation certificate, certifying them to provide advice on the use of trusts in their respective roles.
Key Learning Outcomes
By attending this programme, you will be able to:
1. Advise on the classification, types and uses of trusts, the factors affecting their validity and the circumstances under which they can and cannot be altered
2. Explain the roles, responsibilities, limitations and liabilities of trustees, protectors and cases of enforcement under local and international law
3. Explain the duties and responsibilities of trustees in relation to investment matters under local and international legislation
4. Advise on the use of trusts in modern tax planning
5. Carry out “know your client” (KYC) checks that are required for compliance with anti-money laundering regulations in your local jurisdiction
6. Construct and interpret a set of trusts accounts
Curriculum
Become a Wealth Planning Expert in 30 hours
Module 1
History of Trust and Type of Trust
Introduction to the evolution of early trust concepts for current use and applications.
Module 2
Trust and Management
Analysis of major components of trust including parties to a trust, set up formalities and the trust deed.
Module 3
Estate Planning
Understanding of the use of trust in estate planning and the role and duties of the trustee.
Module 4
Trust Law and Case Studies
Examination of representative case laws, from Hong Kong and commonwealth countries, that have shaped the trust environment we know today.
Module 5
Wealth Management and Trust
Introduction to the use of trust in commonwealth law management issues including last will, divorce and bankruptcy.
*The course will be conducted in accordance with the usual workflow of trust formation and administration procedures of a trustee company and as such, the content of the modules may sometimes appear in a slightly different sequence.