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Brand Financial Training > AF5

AF5

January 13, 2026
How Brand Financial Training Helped Me Pass AF5
Posted by The Team at Brand Financial Training on January 13, 2026
This article is written by a recent AF5 candidate who passed AF5 shortly after R06 and shares practical insights...
November 25, 2025
Our Post-Exam Review of the September 2025 CII AF5 Exam
Posted by The Team at Brand Financial Training on November 25, 2025
The CII has now released the exam guide for the September sitting of AF5 so we can see how...
October 28, 2025
Parental Leave and Pensions Explained: Key Rules for Defined Benefit and DC Schemes
Posted by The Team at Brand Financial Training on October 28, 2025
In this article, we explain how employee pension rights are treated during periods of parental leave which covers maternity,...
October 21, 2025
Insights from the February 2025 AF5 Exam: What Candidates Can Learn
Posted by The Team at Brand Financial Training on October 21, 2025
The CII AF5 exam continues to test not just technical knowledge but the ability to apply it in a...
October 14, 2025
Why Sitting AF5 Straight After R06 is a Smart Strategy
Posted by The Team at Brand Financial Training on October 14, 2025
For candidates aiming to progress quickly through the CII qualifications, strategy matters. Tackling AF5 soon after R06 makes study...
September 16, 2025
The Main Changes in the 2025-26 CII R03 Study Text
Posted by The Team at Brand Financial Training on September 16, 2025
Here, we take a look at the main changes that you’ll come across in the 2025/26 version of the...
September 9, 2025
Brand Bitesize: Understanding Phased Annuity Purchase
Posted by The Team at Brand Financial Training on September 9, 2025
In this Brand Bitesize video, we break down Phased Annuity Purchase – a key retirement income option often tested...
July 15, 2025
National Insurance Employment Allowance
Posted by The Team at Brand Financial Training on July 15, 2025
In this article, we look at the Employment Allowance. This is particularly relevant to the CII R03 exam and...
July 8, 2025
Chargeable Events on Bonds Held in Trusts
Posted by The Team at Brand Financial Training on July 8, 2025
In this article, we examine how an investment bond in trust is taxed when a chargeable gain occurs following...
April 22, 2025
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...
April 1, 2025
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,...
March 11, 2025
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...
December 31, 2024
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...
December 24, 2024
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...
December 17, 2024
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...

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