Description
J02
Trusts
The CII J02 unit forms a key part of the Diploma in
Financial Planning, focusing on how trusts are created,
administered, and used to achieve estate planning, protection,
and tax-efficient objectives. You’ll learn the different types of trusts,
the roles of trustees and beneficiaries, and the taxation implications that
affect advice and client outcomes.
Virtual Revision Workshop
Stop waiting for the next classroom date.
Our J02 On Demand Classroom gives you structured, expert-led support across the full syllabus – available instantly and designed to fit around your working week.
What you get:
• Eight pre-recorded classroom videos covering the full J02 syllabus
• A live pre-exam session focused on exam preparation
• Calculation materials (in development)
The content is designed to build understanding first, then focus on how that knowledge is applied in the exam.
If you’re looking for structured, professional support – without being tied to a fixed schedule – this provides a flexible way to prepare properly.
J02 On Demand Classroom
Available now.
