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Brand Financial Training > CII J02 Trusts

CII J02 Exam: 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; taxation of trusts.

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J02 Study Kits
CII J02 JO2 study kits learning resources
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You’re looking for more variety in your J02 study materials and wish to save money.  Make use of our J02 study kits, reducing the cost of your CII exam study with an automatic discount of 10% on our standalone prices. Choose from our J02 study kits with only two or three resources, or get the largest saving by purchasing them all.

J02 PDF Mock Exam Papers
CII J02 JO2 PDF download mock exam papers questions and answers
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This is for you if…

You want essential J02 mock exam questions practice but you like to print out and sit mock papers with pen and paper. You will receive 3 full sets of 15 questions and answers in PDF format for you to print yourself, plus cross-references to the relevant CII study text.


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J02 PDF Trusts Workbook
CII J02 JO2 PDF download trusts workbook
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This is for you if…

You want to master the trusts part of the J02 exam syllabus, including their set-up and administration, taxation, and how they relate to financial planning. This workbook aids knowledge retention and understanding of the CII J02 material with a variety of short exercises.


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J02 PDF Revision Notes
CII J02 JO2 PDF download revision study notes
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This is for you if…

You are further along with your CII J02 exam studies and are now ready to focus on a streamlined version of the J02 exam content combined with self-test questions, to meet the requirements of the CII J02 learning outcomes and exam syllabus.


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  • "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 JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire
  • I was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • "I've used your resources for 3 exams so far and have always passed first time.  I find these questions help to highlight those areas in which I am weak and which may need further study.  I also find that questions in the exam are phrased in a way that I would not normally use, and that reading mock questions helps me to be aware of and alert to these.  Your mock papers were invaluable in helping me to prepare for my exams."
    John BisattJohn BisattAdviser, Palmer Lane, Cardiff
  • “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
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "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

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