Home

AF4

  • What are the common types of investment risk?

    Posted by on April 18, 2023

    Successful investing rests upon understanding, accepting and managing the various types of risk you could face. This article discusses...

    Brand Financial Training

  • Learning the Facts About Fixed Interest Securities

    Posted by on March 14, 2023

    In this article, we look at how fixed-interest securities work and the roles that they play for both individual...

    Brand Financial Training

  • The Financial Implications of the Cuts to the Dividend Allowance

    Posted by on March 7, 2023

    In this article, we look at the financial implications of the cuts to Dividend Allowance as well as some...

    Brand Financial Training

  • The Capital Gains Tax (CGT) annual exempt amount falls

    Posted by on February 28, 2023

    In this article, we look at the financial implications of the cuts to the CGT annual exempt amount as...

    Brand Financial Training

  • Brand Bitesize: Taxation of Dividends

    Posted by on February 14, 2023

    In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone,...

    Brand Financial Training

  • A Look at Recent Past Papers for the CII AF4 Exam

    Posted by on January 31, 2023

    In this article, we are taking a look at the questions asked in four past papers of the CII’s...

    Brand Financial Training

  • The CII AF4 September 2022 Exam in Review

    Posted by on December 15, 2022

    It’s now time for us to turn our attention to the September CII AF4 exam. The following will be...

    Brand Financial Training

  • Brand Bitesize: Time Weighted Rate of Return

    Posted by on November 8, 2022

    For those who are studying for any of the CII's R02, J10, J12 or AF4 exams, this might be...

    Brand Financial Training

  • Investing in Property

    Posted by on November 1, 2022

    Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to...

    Brand Financial Training

  • ESG and Socially Responsible Investments

    Posted by on October 18, 2022

    The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...

    Brand Financial Training

  • Looking at the Link Between Inflation and Interest Rates

    Posted by on October 11, 2022

    In this article, we look at the link between inflation and interest rates, and how they both impact investments....

    Brand Financial Training

  • How to Use the Powerful Compound Interest Formula

    Posted by on October 4, 2022

    Compound interest is something that financial advisers need to fully understand as it can have a serious effect on...

    Brand Financial Training

  • Brand Bitesize: Money Weighted Rate of Return

    Posted by on September 13, 2022

    For those who are studying for any of the CII's R02, J10, J12 or AF4 exams, this might be...

    Brand Financial Training

  • Tracking Passive Investment in the Real World

    Posted by on June 7, 2022

    We need to be mindful of tracking error when assessing passive investment. This article discusses the various ways that...

    Brand Financial Training

  • How to Differentiate Between EIS, VCT, and SEIS

    Posted by on May 17, 2022

    In this article, we look at Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Seed Enterprise Investment Schemes...

    Brand Financial Training