Content
10 modules
Instructor
Learner Experience
Price
Free
Description
The objective of J02 is to develop your knowledge and understanding of the various types of trusts. It is assessed via a 2 hour written exam consisting of 15 short answer questions. These are a mix of straight-forward theory questions, together with some application type questions where you take the knowledge that you’ve learned and apply it to short client scenarios.
1.
Introduction
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2.
Introduction to Trusts
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3.
Introduction to Trusts Quiz
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4.
Trusts: Creation, Rules and Administration
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5.
Powers of Attorney and Bankruptcy
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6.
Wills and Intestacy
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7.
Taxation of Trusts
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8.
Life Assurance, Pensions and Other Investments in Trusts
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9.
Financial Planning and Trusts
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10.
Revision Module
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