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 |
20 |
Exam Information |
2 hour written exam |
Exam Content |
15 short answer questions |
Pass Mark |
In the region of 55% |
Course Price: £199 + VAT
Access Duration: 6 months
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