AF4
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June 23, 2015
Will the new benchmark be Level 6?
One of the questions on the minds of many financial advisers is whether or not the bar will be...
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March 23, 2015
CII AF4: The October 2014 Exam Paper Uncovered
The exam paper for the October 2014 sitting of the CII AF4 exam has been released. In the following...
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March 12, 2015
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July 15, 2014
Undertakings for Collective Investment in Transferable Securities V
https://brandft.co.uk/ Learn how UCITS has evolved over the years and why. We also touch on a few points of...
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July 1, 2014
ISAs become NISAs and become even more flexible
https://brandft.co.uk/ What is changing as a result of Individual Savings Accounts (ISAs) becoming New Individual Savings Accounts (NISAs)? Read...
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May 20, 2014
Spread Betting
https://brandft.co.uk What is spread betting? An explanation of the derivatives product that caused some interest when it appeared on...
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April 15, 2014
Platforms
http://www.brandft.co.uk Flat fee vs percentage of assets under management, fees hidden in annual management charge, exit fees – it’s...
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January 8, 2014
Hot Topic – Transferring Your CTF to a Junior ISA
http://www.brandft.co.uk/ Almost a year ago, we talked here about the unfairness of not being able to transfer Child Trust...
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August 13, 2013
Fast-track to Chartered Financial Planner Within the Year
Written by John Reynolds the pension professor @expertpensions You might have seen the recent article ‘Chartered Adviser numbers swell...
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July 10, 2013
Hot Topic – Which Study Materials to Use for CII AF Exams?
http://www.brandft.co.uk Having recently been involved with a discussion over what materials to use to study for AF exams, we...
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July 9, 2013
The Greek Alphabet – Alpha, Beta and All That Jazz
Written by Tina Winter Back in the 1950s and 60s, an American academic by the name of Harry Markowitz...
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July 3, 2013
UCIS – CII R02 and AF4 exams
Here, we look at UCIS – of interest to those studying for the CII R02 and AF4 exams. The...
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May 22, 2013
Top Tip – The Seed Enterprise Investment Scheme
http://www.brandft.co.uk/ Looking through some of the CII manuals, I noticed a distinct lack of information on the SEIS introduced...
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December 18, 2012
A Discounting Shortcut for your CII R02 Exam
Previously, we looked at compounding and a shortcut to working it out on a manual calculator – in this...