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      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
      • ER Exams
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      • FA Exams
      • CII FA1 Life Office Administration
      • CII FA2 Pensions Administration
    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
      • LP Exams
      • CII LP2 Financial Services Products and Solutions
    • Exam-Col-03
      • R0 Exams
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      • CII R02 Investment Principles and Risk
      • CII R03 Personal Taxation
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      • CII Certificate in Discretionary Investment Management
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Brand Financial Training > AF5

AF5

  • April 22, 2025
    Our Post-Exam Review of the February 2025 CII AF5 Exam

    Our Post-Exam Review of the February 2025 CII AF5 Exam

    Posted by The Team at Brand Financial Training on April 22, 2025

    The CII has now released the exam guide for the February sitting of AF5 so we can see how...

    Brand Financial Training
  • April 1, 2025
    Whole of Life Insurance Explained: Key Features and Policy Options

    Whole of Life Insurance Explained: Key Features and Policy Options

    Posted by The Team at Brand Financial Training on April 1, 2025

    In this article, we look at whole of life policies. This article is particularly relevant to the CII R01,...

    Brand Financial Training
  • March 11, 2025
    Is Buy-to-Let still a good investment? Tax, Costs, & Risks Explained

    Is Buy-to-Let Still a Good Investment? Tax, Costs, & Risks Explained

    Posted by The Team at Brand Financial Training on March 11, 2025

    In this article, we take a look at buy-to-let (BTL) property as an investment – relevant to the CII...

    Brand Financial Training
  • December 31, 2024
    AIM Shares Explained

    AIM Shares Explained

    Posted by The Team at Brand Financial Training on December 31, 2024

    AIM, the Alternative Investment Market of the London Stock Exchange, offers growth-focused opportunities for investors in small and emerging...

    Brand Financial Training
  • December 24, 2024
    Employee Benefits in Financial Planning

    Employee Benefits in Financial Planning

    Posted by The Team at Brand Financial Training on December 24, 2024

    In this article, we take a look at the pros and cons of financial planning-related employee benefits - relevant...

    Brand Financial Training
  • December 17, 2024
    Commodities: Key Insights for CII Exam Candidates

    Commodities: Key Insights for CII Exam Candidates

    Posted by The Team at Brand Financial Training on December 17, 2024

    This article covers the role of commodities – both hard and soft – in investment portfolios, highlighting their appeal...

    Brand Financial Training
  • December 12, 2024
    Our Post-Exam Review of the September 2024 CII AF5 Exam

    Our Post-Exam Review of the September 2024 CII AF5 Exam

    Posted by The Team at Brand Financial Training on December 12, 2024

    The CII has now released the exam guide for the September sitting of AF5 so we can see how...

    Brand Financial Training
  • December 10, 2024
    To marry or not to marry? That is the tax question!

    To marry or not to marry? That is the tax question!

    Posted by The Team at Brand Financial Training on December 10, 2024

    Recently, we looked at the Marriage Allowance and the Married Couple’s Allowance, and it got us thinking about the...

    Brand Financial Training
  • December 10, 2024

    Brand Bitesize: Protection – Recommend and Justify Style Questions

    Posted by The Team at Brand Financial Training on December 10, 2024

    To help you prepare for your CII AF5 or R06 exam, this Brand Bitesize video explains how to approach...

    Brand Financial Training
  • December 3, 2024
    The Little-Known Tax Perk of Being Married

    The Little-Known Tax Perk of Being Married

    Posted by The Team at Brand Financial Training on December 3, 2024

    Previously, we looked at the Married Couple’s Allowance, a tax break for married couples where at least one of...

    Brand Financial Training
  • November 26, 2024
    Married Couple’s Allowance: Tax Relief for Older UK Couples

    Married Couple’s Allowance: Tax Relief for Older UK Couples

    Posted by The Team at Brand Financial Training on November 26, 2024

    The Married Couple’s Allowance is a significant tax benefit available for couples in the UK where at least one...

    Brand Financial Training
  • November 12, 2024
    Brand Bitesize: NS&I Premium Bonds

    Brand Bitesize: NS&I Premium Bonds

    Posted by The Team at Brand Financial Training on November 12, 2024

    In this Brand Bitesize video, we explore how premium bonds work, their prizes, and both the upsides and downsides....

    Brand Financial Training
  • November 5, 2024
    Multi-Asset Funds Explained: Key Advantages and Disadvantages

    Multi-Asset Funds Explained: Key Advantages and Disadvantages

    Posted by The Team at Brand Financial Training on November 5, 2024

    Multi-asset funds play a crucial role in building diversified investment portfolios, making them a key topic for financial advisers...

    Brand Financial Training
  • October 29, 2024
    Financial Planning After Divorce

    Financial Planning After Divorce

    Posted by The Team at Brand Financial Training on October 29, 2024

    When a marriage ends in divorce or a civil partnership in dissolution, there are a significant number of financial...

    Brand Financial Training
  • October 22, 2024
    Basic vs New State Pension: Key Differences Explained

    Basic vs New State Pension: Key Differences Explained

    Posted by The Team at Brand Financial Training on October 22, 2024

    In this article, we take a look at the key differences between the two main types of State Pension:...

    Brand Financial Training
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