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CII J02: Trusts

Trusts workbook

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  • Free J02 taster workbook on ‘Trusts’
  • Focuses on the ‘Trusts’ sections of the J02 syllabus
  • Looking at key points, this takes you through the legal aspects and taxation of Trusts, as well as looking at life assurance and trusts
  • To aid knowledge retention and understanding, this workbook is written as a number of short exercises such as ‘Q & A’, ‘Fill in the blanks’ and ‘Quick Quizzes’ as well as providing exam-type questions with answers
  • Over 25 pages of exercises, questions and detailed answers
  • Kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download instantly in PDF format and print as required
  • 30-day money back guarantee

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Full ‘Trusts’ workbook

Product-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.

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  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  2. You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.

Valid for examinations from 1 September 2017 to 31 August 2018

J02 Trusts Workbook
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Valid for examinations from 1 September 2017 to 31 August 2018

  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh

What is covered in the ‘Trusts’ workbook?

  • Introduction to trusts
  • Legal aspects of trusts
  • Taxation of trusts
  • Life assurance in trust

How will these help me to pass?

We have had feedback from many J02 and AF1 candidates asking for some more help with the ‘Trusts’ sections of the J02 syllabus. In response to this request for help, we have produced our ‘Trusts’ workbook.

With exercises and questions including ‘fill in the blanks’ and ‘quick quizzes’ along with full answers to aid your knowledge and understanding, the J02 Trusts workbook covers the legal aspects and taxation of Trusts, and also life assurance and trusts.

Couple them with other resources in our study kits and you’ll be well prepared for your exam.