Executive Certificate in Family Trust and Wealth Succession Planning

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.

Information at a Glance

Commencement Date:

3 October, 2019

Tuition fee for Members:


Tuition fee for Non-members:


Medium of Instruction:


Mode of Instruction:



Course Details

Mr Roy Leung
Phone: +852 2774 8566
Email: royleung@hkma.org.hk

General Enquiry / Course Enrolment / Membership Information

Phone: +852 2774 8500 or +852 2774 8501
Email: hkma@hkma.org.hk
Fax: 2365 1000

Payment Methods