Become a Registered Trust Practitioner
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| Programme code | EDWM/RTP |
| Study mode | Part-time |
| Mode of delivery | Face-to-face/ online class |
| Duration | Approx. 30 hours |
| Medium of instruction | Cantonese/Putonghua |
For more details, Please contact us with
academy@group-e.com or (852) 2705 6936
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.
Programme overview
The Executive Diploma in Wealth Management programme is co-organised by Group E Academy in conjunction with PAMA Institute and the Hong Kong Management Association (HKMA). It is designed for corporate executives, professionals and practitioners looking to grow their professional knowledge and practical skills in wealth and trust management.
Who is this for?
Accounting, banking, legal and trust professions (all levels)
Charity specialists
Support staff and paralegals
Tax advisors, independent financial advisors and executorship administrators
Accreditation
Upon completion of the programme and qualifying examination, 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:
- Construct and interpret a set of trusts accounts
- 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
- Explain the roles, responsibilities, limitations and liabilities of trustees, protectors and cases of enforcement under local and international law
- Explain the duties and responsibilities of trustees in relation to investment matters under local and international legislation
- Advise on the use of trusts in modern tax planning
- Carry out “Know Your Customer” (KYC) checks that are required for compliance with anti-money laundering regulations in your local jurisdictionK
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.
Alumni
Our alumni network is a diverse, global community of aspiring leaders and executives making an impact in the financial industries.
Read our alumni profiles:
Our Trainers
Peter K.T. Lee
Peter has spent over 35 years in trust and fiduciary, specialising in asset planning and family trust structuring for high-net-worth individuals across Asia. He moved from ABN AMRO Bank’s Hong Kong Trust office to the Netherlands for six years before returning to Hong Kong to join DBS Bank Hong Kong, leading their family trust services department. He has also held the role of Director of DBS Bank Hong Kong trustee companies in Hong Kong, Jersey and New Zealand.
As a Chartered Company Secretary (UK and HK), Peter has been a part of global trainings across Amsterdam, London, Jersey and Singapore. He recently retired but is still an active mentor and trainer for numerous trust, asset planning and management programmes, working closely with Group E Academy.
Peter weighs more on the practical issues and solutions in his designing of course materials and utilizes his years of local and international trust and client experiences into easily comprehensible, direct and client centric seminars.
Teaching mode
Online lectures and tutorial sessions delivered via interactive streaming technology (30 hours)
Assessment*
After the completion of each unit, a research report of no less than 3,000 words is required to be submitted. The five units collectively will amount to no less than 15,000 words across all submitted research reports. Once completing these requirements, participants will be issued their diploma certificate.
*Remark:
Redoing the research report: If the research report does not meet necessary standards, it must be redone within 10 days of being notified (fee is HK$1,000/unit). If unable to complete, the required course will be considered defunct and the tuition fee will not be refunded.
Renewal of EDWM and RTP diploma certification: All certificate holders must complete a minimum of 10 hours of continuing education courses in the Academy each year to continue using the EDWM and RTP trademarks.
FEE
Programme Fee: HK$32,000
Qualifying examination to obtain the Registered Trust Practitioner (RTP) designation and Hong Kong Management Association (HKMA) diploma certificate: HK$12,000
PAYMENT METHOD
FPS, Telegraphic Transfer, Visa, MasterCard, Alipay and WeChat Pay
TERMS AND CONDITIONS
- You are required to complete the information in the online registration form to conduct online transactions.
- Programme placement and the commencement are subject to final confirmation by Group E Academy based on admission and venue arrangements.
- If the programme does not successfully commence due to insufficient student intake or other special circumstances, we will notify you by telephone or email to arrange a refund on or before the scheduled commencement date.
- Upon receipt of your information and payment, we will notify you by email within 3 working days to complete the registration. If you do not receive any notification, please contact us via email at academy@group-e.com
- Payments will not be refunded (except for course postponement or cancellation).
Enroll Now
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HK$32,000
Optional items
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HK$12,000
