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AF5

  • AIM Shares Explained

    Posted by 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

  • Employee Benefits in Financial Planning

    Posted by 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

  • Commodities: Key Insights for CII Exam Candidates

    Posted by on December 17, 2024

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

    Brand Financial Training

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

    Posted by 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

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

    Posted by 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

  • Brand Bitesize: Protection – Recommend and Justify Style Questions

    Posted by 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

  • The Little-Known Tax Perk of Being Married

    Posted by 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

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

    Posted by 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

  • Brand Bitesize: NS&I Premium Bonds

    Posted by 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

  • Multi-Asset Funds Explained: Key Advantages and Disadvantages

    Posted by 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

  • Financial Planning After Divorce

    Posted by 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

  • Basic vs New State Pension: Key Differences Explained

    Posted by 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

  • What are the duties of trustees?

    Posted by on October 8, 2024

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...

    Brand Financial Training

  • The Main Changes in the 2024-25 CII R03 Study Text

    Posted by on August 27, 2024

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...

    Brand Financial Training

  • The Main Changes in the 2024-25 CII R02 Study Text

    Posted by on August 20, 2024

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...

    Brand Financial Training