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  • The CII AF1 February 2025 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 September 2024 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 September 2025 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • A Look at Recent Past Papers for the CII AF1 Exam – March 2026

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • The CII AF1 February 2024 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 February 2023 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 September 2023 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • A Look at Recent Past Papers for the CII AF1 Exam – March 2024

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • A Look at Recent Past Papers for the CII AF1 Exam

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • A Look at Recent Past Papers for the CII AF1 Exam – January 2025

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • The CII AF1 September 2022 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper.

  • Brand Bitesize: Residence Nil Rate Band (RNRB)

    Watch this short, informative video designed to help you prepare for your CII exam. This one is all about Residence Nil Rate Band - perfect for your CII R03 or AF1 exam revision.

  • CII Exam Combinations to Consider

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII have released the exam dates for all their written exams. We use the word ‘written’ in its modern sense as, post-COVID, all these exams, except AF4, are actually written online rather than with pen and paper. The CII refers to them as ‘written’ to distinguish them from their multiple-choice exams. The multiple-choice exams can be taken at any time throughout the year. Now we’ve cleared that up, in this article, we thought we’d give you some food for thought about some of the exams you may want to consider sitting close together as you plan your route towards the Advanced Diploma in 2024.

  • Financial Planning After Divorce

    When a marriage ends in divorce or a civil partnership in dissolution, there are a significant number of financial planning implications. In this article, we look at the impact on existing Wills, the laws of intestacy, nominations for death in service, and pension death benefits - useful reading for CII J02, R06, AF1, and AF5 exam takers.

  • Diploma to Chartered in 10 Months: A Fast Track Strategy

    At Brand Financial Training, we're proud to support professionals on their journey to Chartered status. Recently, one of our customers, Peter Spence, a research analyst at Windsor Private Office, achieved something particularly impressive, progressing from the CII Diploma to Chartered status in just 10 months. Peter kindly shared his experience with us, and we’re pleased to pass on his key insights: what worked, what didn’t, and how the right resources helped him pass every exam on the first attempt.