Description
J02 – Trusts
Master the principles, uses, and taxation of trusts; and pass your CII J02 exam with confidence.
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.
Our J02 Course gives you all the knowledge, structure, and confidence you need to pass first time:
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Support: Access eight pre-recorded classroom videos covering the full J02 syllabus, giving you a detailed walkthrough of every key topic from trust law to taxation.
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Classroom: Join a live pre-exam session focused exclusively on exam preparation and strategy, helping you approach the paper with clarity and confidence.
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Resources: Use our calculation materials (currently in development) to practise trust-related computations and reinforce your technical understanding.
Why Choose This Course
✔ Learn from experienced financial planning and trust specialists
✔ Study flexibly with on-demand and live learning options
✔ Build the knowledge and confidence to pass your J02 exam first time
