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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.

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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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