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      • CII J02 Trusts
      • CII J05 Pension Income Options
      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
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      • CII LP2 Financial Services Products and Solutions
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Brand Financial Training > J02

J02

  • May 22, 2025
    The CII J02 February 2025 Exam IN REVIEW

    The CII J02 February 2025 Exam in Review

    Posted by The Team at Brand Financial Training on May 22, 2025

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training
  • February 4, 2025
    A Look at Recent Past Papers for the CII J02 Exam – February 2025

    A Look at Recent Past Papers for the CII J02 Exam – February 2025

    Posted by The Team at Brand Financial Training on February 4, 2025

    In this article we are taking a look at the questions asked in four past exam papers of the...

    Brand Financial Training
  • December 19, 2024
    The CII J02 September 2024 Exam in Review

    The CII J02 September 2024 Exam in Review

    Posted by The Team at Brand Financial Training on December 19, 2024

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training
  • October 29, 2024
    Financial Planning After Divorce

    Financial Planning After Divorce

    Posted by The Team at Brand Financial Training on October 29, 2024

    When a marriage ends in divorce or a civil partnership in dissolution, there are a significant number of financial...

    Brand Financial Training
  • October 8, 2024
    What are the duties of Trustees?

    What are the duties of trustees?

    Posted by The Team at Brand Financial Training on October 8, 2024

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...

    Brand Financial Training
  • July 23, 2024

    CII J02 Trusts Study Kits

    Posted by Susan Thomas on July 23, 2024

    0
    Brand Financial Training
  • June 4, 2024
    The CII J02 March 2024 Exam in Review

    The CII J02 March 2024 Exam in Review

    Posted by The Team at Brand Financial Training on June 4, 2024

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training
  • April 2, 2024
    A Look at Recent Past Papers for the CII J02 Exam - April 2024

    A Look at Recent Past Papers for the CII J02 Exam – April 2024

    Posted by The Team at Brand Financial Training on April 2, 2024

    In this article we are taking a look at the questions asked in four past exam papers of the...

    Brand Financial Training
  • February 13, 2024
    A Look at Trusts for Bereaved Minors and 18 to 25s

    A Look at Trusts for Bereaved Minors and 18 to 25s

    Posted by The Team at Brand Financial Training on February 13, 2024

    The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In...

    Brand Financial Training
  • December 26, 2023
    The CII J02 September 2023 Exam in Review

    The CII J02 September 2023 Exam in Review

    Posted by The Team at Brand Financial Training on December 26, 2023

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training
  • November 14, 2023
    CII Exam Combinations to Consider

    CII Exam Combinations to Consider

    Posted by The Team at Brand Financial Training on November 14, 2023

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...

    Brand Financial Training
  • August 15, 2023
    Understanding Charitable Trusts and Their Tax Treatment

    Understanding Charitable Trusts and Their Tax Treatment

    Posted by The Team at Brand Financial Training on August 15, 2023

    Increasingly, individuals are turning to charities for vital support in times of need where their needs are not met...

    Brand Financial Training
  • June 22, 2023
    The CII J02 (JO2) March 2023 Exam in Review

    The CII J02 March 2023 Exam in Review

    Posted by The Team at Brand Financial Training on June 22, 2023

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training
  • April 11, 2023
    Getting a Good Grasp of the Two Types of Lasting Power of Attorney

    Getting a Good Grasp of the Two Types of Lasting Power of Attorney

    Posted by The Team at Brand Financial Training on April 11, 2023

    A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...

    Brand Financial Training
  • April 4, 2023
    How to Determine Periodic and Exit Charges on a Discretionary Trust

    How to Determine Periodic and Exit Charges on a Discretionary Trust

    Posted by The Team at Brand Financial Training on April 4, 2023

    Discretionary trust taxation came up on a recent CII AF1 paper, and as much as we have covered this...

    Brand Financial Training
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