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  • Ever heard of a Blind Trust?

    Posted by on June 2, 2020

    Blind trusts only appear to be mentioned in J10 –  the CII exam on Discretionary Investment Management. Here, we explain what a blind trust is and why a person might wish to have one set up.

    Brand Financial Training
  • Monthly Roundup for May 2020

    Posted by on May 29, 2020

    This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in May, and you can simply click on any that are of interest to you.

    Brand Financial Training
  • Friday Five – 29 May – 5 Questions in 5 Minutes

    Posted by on May 29, 2020

    A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes.

    Brand Financial Training
  • Using a SIPP to Buy Property

    Posted by on May 26, 2020

    Small business owners with pension plans may be attracted to the idea of using their fund to buy a property to run their business from. This is also a popular topic tested in the CII AF2 business financial planning exam.

    Brand Financial Training
  • Friday Five – 22 May – 5 Questions in 5 Minutes

    Posted by on May 22, 2020

    A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes.

    Brand Financial Training