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.
We provide learning resources and materials for the J02 exam listed below. Simply click on any item you are interested in to find out further information.

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Free J02 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.These are written by Brand Financial Training. |
"I managed to pass J02 first time, much helped by using Brand Financial Training's sets of questions over and over again. Your questions were exacting, your answers very detailed and very good preparation for the examination. Working through them revealed some surprising gaps in my knowledge which I could then address. You pinpointed the large amount of detail the examiners seem to require. Money well spent. Thank you." Veronica Hughes, IFA, Fielding Financial Services Ltd |
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