JO2 (Trusts) Pre Exam Training, Friday 14th February 2025 - online distance learning event

JO2 (Trusts) Pre Exam Training, Friday 14th February 2025

The Personal Finance Society Hants & Dorset, Surrey, Sussex, Thames Valley, Tyne Tees & Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Newcastle, Southampton, Sussex and York have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the JO2 examination.

This will be an online distance learning event.

The cost of the day’s training will be £50 for Hants & Dorset, Surrey, Thames Valley Sussex, Tyne Tees & Yorkshire PFS members, £75 for all other PFS members and £100 for non-PFS members. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be fewer than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

The course is recorded and a copy is sent out to all delegates.

The JO2 preparation day aims to increase your chances of passing the exam.

The exam tests your ability to give advice so will cover:

• How trusts can be set up together with the roles and responsibilities of trustees.
• The main uses of trusts in financial planning.
• The rules of intestacy and the uses of Deeds of Variation.
• Lasting Power of Attorney.
• Bankruptcy.
• Exam Technique.

This will be a one-day event.

Our 2025 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

To view our image and video capture consent statement, please click here.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.