J01 : Personal tax
The CII's J01 exam is a popular choice for 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 basic structure of the tax system and self-assessment; taxes charged to individuals on income and capital gains, how this works with self-assessment and how tax liabilities are calculated; residence and domicile and how this affects an individual's liability to tax in the UK.
We provide learning resources and materials for the J01 exam listed below. Simply click on any item you are interested in to find out further information.
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Free J01 mock questions plus 3 full sets of 15 questions each to purchase. Our answers include cross references to the CII study text. These are written by Brand Financial Training in the same style as the CII's papers, but they are not duplicates of the CII's mock papers. |
"The Brand Financial Training mock exam questions were an invaluable part of my preparation for taking J01, J02 and AF1 together. Getting as much practice as possible at answering questions is one key to passing these exams. I was delighted to get the hat-trick and pass all 3. Many thanks to Brand Financial Training for helping me get there." Andrew Macintyre, Investment Sales Manager, Legal & General Investment Management |
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Focussing on the calculations within the exam, the calculation workbook provides 90 pages of calculation questions and provides full step-by-step answers with explanations covering the J01 syllabus. |
"The calculation workbook is excellent. It very clearly sets out the formulas and workings to reach the answers, effectively, making understanding of these much more possible, and is very helpful in the process of also remembering the formulas." Maggie Gallen, Margetts Wealth Management Ltd, Coventry (talking about the CF2 calculation workbook) |
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