J02

May 22, 2025
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...
February 4, 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...
December 19, 2024
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...
October 29, 2024
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...
October 8, 2024
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...
July 23, 2024
CII J02 Trusts Study Kits
Posted by Susan Thomas on July 23, 2024
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June 4, 2024
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...
April 2, 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...
February 13, 2024
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...
December 26, 2023
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...
November 14, 2023
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...
August 15, 2023
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...
June 22, 2023
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...
April 11, 2023
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...
April 4, 2023
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...

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