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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 CII recommend 100 hours of study for this paper, although this can vary greatly from person to person.

The exam syllabus covers the legal principles regarding the creation and management of a trust; 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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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. They put the exam syllabus into a sensible order, eliminate any ‘padding’ and come 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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  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
    Josh ButtenJosh ButtenMDG MK, Milton Keynes
  • “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”
    Philip DoddPhilip DoddChester
  • "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'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
  • "I was having a particular problem with one of the R0 exams needed for my Level 4 Qualification. Having failed the exam a few times and tried one or two learning sources without success I tried the Webinars offered by Brand Financial Training. They were focused and relevant and after also downloading a number of exam papers I passed at the next attempt with far more confidence! I will continue to use the learning resources and would recommend them without hesitation."
    Thornton HolmesThornton HolmesDirector, Orchid Financial Services Ltd, Peterborough
  • "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