! J02 Trusts Revision Workshop – Diploma in Financial Planning - Financial Training Courses

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J02 Trusts Revision Workshop – Diploma in Financial Planning
Manchester, North West England, UK

Start: 09:00 - 17:00, 15 Apr 10
Finish: 09:00 - 17:00, 16 Apr 10
Duration: 2 days
Code: #ASK-JO2:0009

It is proposed that existing financial advisors will be required to achieve the level 4 diploma in financial planning qualification by the end of 2012. New financial advisers will fall under this requirement by the end of 2010.

This J01 Personal Tax revision workshop is designed to support you with the J01 qualification and given the timescales, it is essential that you do not delay achieving this approved J01 level 4 qualification.

The J01 Personal Tax revision workshop is part of the diploma in financial planning qualification and designed to build on the study manual to provide additional support, exam techniques and a greater understanding to help you pass your J01 exam.

We achieve this through group and individual activities involving tax calculations, short answer case studies and questions and J01 mock exams, with all activities on the J01 workshop being debriefed by the trainer to aid learning. Our aim is that everything we cover on the J01 workshop will leave you understanding and be ready to take this unit exam of your diploma in financial planning.

The J01 diploma in financial planning revision workshops are run by professional financial planning trainers who understand the importance of your job and the challenges and difficulties you can face with the continued requirements to demonstrate your professionalism.

Course Objectives

There are two key objectives which depends on your own learning style and ability:

Leave the workshop feeling ready to sit the exam the next day
Leave the workshop with a specific study plan to work on to aid your final study time in readiness for your exam

Course Agenda

Trust understanding activities

Through group and individual work demonstrate understanding around the different types of trusts, how they work and tax implications

Multi-Choice Questions

Questions asked in different ways to help remember key and important information from the module

Short Answer Questions

Exam based questions undertaken to practice how to deal with these questions in preparation for the exam and enhance learning and understanding of the study material.

Mock Exams

Two full mock exams will be completed during the workshop, with answers being provided to assess whether you would have achieved a pass or not. This will enable you to understand where your weaknesses are to work on and place you in exam mode so you will be ready for the real one.

Trainer Support

Throughout every activity on the workshop the trainer will be on hand to provide support, deal with questions and ensure each activity is debriefed, not moving on until all individuals understand the area being discussed.

Exam Technique

This is being achieved throughout the two days within each of the activities that have been specially designed to aid your learning.

Venue Details

Venue details to be confirmed.

Trainer Profiles

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Angela Barratt

Training Consultant

Angela has over 18 years experience in both the commercial and personal financial services sectors. She is a highly motivated professional training manager, with a track record in delivery of courses which motivate individuals to achieve results in their sales roles. Angela has delivered a wide range of courses to a mixed audience ranging from senior managers to front-line sales staff. She has significantly helped the development of sales managers and their teams.

Course Prework

Essential to have read the study manual prior to attendance as it is designed as a revision workshop in preparation for the exam. Individuals who have not will struggle with the activities and this will impact on what they learn from the two days.

Course Materials

Sorry, no course materials are currently available for this course. Please check back later.

Further Information

Business Needs

As Tax module

Knowledge Level

Essential to have read the study manual prior to attendance as the workshop is designed for revision in preparation the exam.

Recommended Reading

J02 Trusts study manual

Other Info

Evening work – 2 hours