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  • Newsletter for September 2024

    Posted by on September 10, 2024

    Here's an update on all that's news at Brand Financial Training.

    Brand Financial Training

  • Brand Bitesize: Income Tax – Charitable Gifts

    Posted by on September 10, 2024

    To help you prepare for your CII R03 exam, this Brand Bitesize video explains Income Tax: Charitable Gifts - also a quick revision tool for AF1.

    Brand Financial Training

  • Understanding the Financial Ombudsman Service

    Posted by on September 10, 2024

    In this article, we look at the Financial Ombudsman Service (FOS), focusing in particular on the process to be followed by eligible complainants and the awards the FOS can make.

    Brand Financial Training

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 6 Sep 2024

    Posted by on September 6, 2024

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5...

    Brand Financial Training

  • The Main Changes in the 2024-25 CII R05 Study Text

    Posted by on September 3, 2024

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the CII’s R05 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2023, the Spring Budget 2024, and the turning...

    Brand Financial Training