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.