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CII J02 : Trusts

The CII’s J02 exam forms part of the Diploma in Financial Planning. It is a
2-hour short answer question paper consisting of 15 questions, with a nominal pass mark of 55%. The CII recommend 100 hours of study for this paper, although this can vary greatly from person to person.

The exam syllabus covers the legal principles regarding the creation and management of a trust; the common types of trust in the UK and taxation.

Our learning resources

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Mock Exam Papers

3 full sets of 15 questions and answers including cross references to the relevant CII study text.  All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

Overview

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Workbook

Taking you through the legal aspects and taxation of Trusts, as well as looking at life assurance and trusts, this workbook helps aid knowledge retention and understanding with a variety of short exercises.

Overview

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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any ‘padding’.

Overview
  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
    Paul Jackson
    Paul JacksonPartner, Professional Practice Services, Worcestershire