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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 exam syllabus covers the legal principles regarding the creation and management of a trust; wills, bankruptcy; the use of trusts; 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.

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Workbook

Looking at key points, this takes 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.

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Revision Notes

Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.

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MP3 Audio Masterclasses

Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.

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    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • "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!"
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  • "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing).  I have recommended you to all who wish to sit the exams in the future."
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