J02 Trusts

J02 Trust is suitable for anyone seeking to build their knowledge and understanding of trusts. This unit counts towards the Diploma in Financial Planning, in particular those who already hold CII credits that count towards completion. The exam is based on 3 learning outcomes with varying emphasis given to each section.

Course Overview

Learning outcomes

At the end of this unit, candidates should be able to demonstrate an understanding of the:

  • legal principles associated with the creation and management of a trust
  • main types of trusts that are common in the UK
  • taxation considerations relevant to trusts
Forms part of
The Diploma in Financial Planning
Credit awarded
Exam Information
2 hour written exam
Exam Content
15 short answer questions
Pass Mark
In the region of 55%
J02 Trusts

Course Price: £199 + VAT

Access Duration: 6 months

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