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J03 : The tax and legal aspects of business

The CII is withdrawing this unit. There will be a re-sit opportunity in the autumn of 2021 for candidates who previously failed. Please contact the CII directly for information. Please note our resources will not be updated for the 2021/22 examinable tax year.

The CII’s J03 exam can form a part of your studies towards the Diploma in Financial Planning. It is a 2-hour paper with 15 short answer questions, with a nominal pass mark of 55%.

The exam syllabus covers the main legal forms of business and their setup and management; bankruptcy, insolvency and their consequences; business accounts and financial controls; taxation of a business, owners and employees; legal responsibilities a business has in terms of their employees, suppliers and customers; business protection; the use of pensions for business planning.

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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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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