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      • CII IF4 Insurance Claims Handling Process
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      • 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
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      • CII LP2 Financial Services Products and Solutions
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      • CII R02 Investment Principles and Risk
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      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
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Brand Financial Training > Brand Bitesize

Brand Bitesize

  • November 11, 2025
    Brand Bitesize - Consumer Duty

    Brand Bitesize: Consumer Duty

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

    The FCA’s Consumer Duty has transformed how firms interact with retail customers. This video breaks down what it means...

    Brand Financial Training
  • September 9, 2025
    Brand Bitesize: Phased Annuity Purchase

    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...

    Brand Financial Training
  • July 8, 2025
    Brand Bitesize: Offshore vs Onshore Investment Bonds

    Brand Bitesize: Offshore vs Onshore Investment Bonds

    Posted by The Team at Brand Financial Training on July 8, 2025

    In this Brand Bitesize video, we break down the key tax differences between offshore and onshore investment bonds—perfect for...

    Brand Financial Training
  • March 11, 2025
    Brand Bitesize: Interest Rates

    Brand Bitesize: Interest Rates

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

    In this Brand Bitesize video, we talk about Interest Rates and the Monetary Policy Committee (MPC). This is useful...

    Brand Financial Training
  • February 11, 2025
    Brand Bitesize: Residence Nil Rate Band (RNRB)

    Brand Bitesize: Residence Nil Rate Band (RNRB)

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

    Watch this short, informative video designed to help you prepare for your CII exam. This one is all about...

    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
  • 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
  • September 10, 2024
    Brand Bitesize: Income Tax - Charitable Gifts

    Brand Bitesize: Income Tax – Charitable Gifts

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

    To help you prepare for your CII R03 exam, this Brand Bitesize video explains Income Tax: Charitable Gifts -...

    Brand Financial Training
  • August 13, 2024
    Brand Bitesize: Gift Inter Vivos Policies

    Brand Bitesize: Gift Inter Vivos Policies

    Posted by The Team at Brand Financial Training on August 13, 2024

    To help you prepare for your CII R05 exam, this Brand Bitesize video explains gift inter vivos policies -...

    Brand Financial Training
  • May 14, 2024
    Brand Bitesize: Client Assets and Client Money

    Brand Bitesize: Client Assets and Client Money

    Posted by The Team at Brand Financial Training on May 14, 2024

    To help you prepare for your CII R01 exam, this Brand Bitesize video explains the rules surrounding client assets...

    Brand Financial Training
  • March 12, 2024
    Brand Bitesize: Business Asset Disposal Relief

    Brand Bitesize: Business Asset Disposal Relief

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

    To help you prepare for your CII R03 exam, this Brand Bitesize video explains Business Asset Disposal Relief -...

    Brand Financial Training
  • February 13, 2024
    Brand Bitesize: Enterprise Investment Scheme

    Brand Bitesize: Enterprise Investment Scheme

    Posted by The Team at Brand Financial Training on February 13, 2024

    In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or...

    Brand Financial Training
  • December 12, 2023
    Brand Bitesize: Earnings Per Share

    Brand Bitesize: Earnings Per Share

    Posted by The Team at Brand Financial Training on December 12, 2023

    In this Brand Bitesize video, we talk about Earnings Per Share. This is useful for CII R02, J10, J12,...

    Brand Financial Training
  • November 14, 2023
    Brand Bitesize: Sharpe Ratio

    Brand Bitesize: Sharpe Ratio

    Posted by The Team at Brand Financial Training on November 14, 2023

    In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or...

    Brand Financial Training
  • September 12, 2023
    Brand Bitesize - Pension Carry Forward

    Brand Bitesize: Pension Carry Forward

    Posted by The Team at Brand Financial Training on September 12, 2023

    In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward...

    Brand Financial Training
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Latest Posts

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