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      • CII IF4 Insurance Claims Handling Process
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      • 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
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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
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Brand Financial Training > Brand Bitesize

Brand Bitesize

  • 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
  • August 8, 2023
    Brand Bitesize: Alpha

    Brand Bitesize: Alpha

    Posted by The Team at Brand Financial Training on August 8, 2023

    In this Brand Bitesize video, we take a quick look at what 'alpha' is and how it is calculated....

    Brand Financial Training
  • June 13, 2023
    Brand Bitesize - Self-Assessment

    Brand Bitesize: Self-Assessment

    Posted by The Team at Brand Financial Training on June 13, 2023

    In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also...

    Brand Financial Training
  • May 9, 2023
    Brand Bitesize - Capital Asset Pricing Model (CAPM)

    Brand Bitesize: Capital Asset Pricing Model (CAPM)

    Posted by The Team at Brand Financial Training on May 9, 2023

    In this Brand Bitesize video, we take a look at the Capital Asset Pricing Model. This could be useful...

    Brand Financial Training
  • March 14, 2023
    Brand Bitesize: Transfers into Discretionary Trusts

    Brand Bitesize: Transfers into Discretionary Trusts

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

    In this Brand Bitesize video, we take a look at how transfers into discretionary trusts work in practice when...

    Brand Financial Training
  • February 14, 2023
    Brand Bitesize: Taxation of Dividends

    Brand Bitesize: Taxation of Dividends

    Posted by The Team at Brand Financial Training 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
  • December 13, 2022
    Brand Bitesize: Defined Benefit Commutation Factor

    Brand Bitesize: Defined Benefit Commutation Factor

    Posted by The Team at Brand Financial Training on December 13, 2022

    For those who are studying for any of the CII's R04, J05, or AF7 exams, this might be a...

    Brand Financial Training
  • November 8, 2022
    Time Weighted Rate of Return

    Brand Bitesize: Time Weighted Rate of Return

    Posted by The Team at Brand Financial Training 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
  • September 13, 2022
    Brand Bitesize: Money Weighted Rate of Return

    Brand Bitesize: Money Weighted Rate of Return

    Posted by The Team at Brand Financial Training 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
  • August 9, 2022
    Brand Bitesize: Phased Annuity Purchase

    Brand Bitesize: Phased Annuity Purchase

    Posted by The Team at Brand Financial Training on August 9, 2022

    Are you in the later stage of your revision for the CII AF7, AF5, J05, or R04 exam? This...

    Brand Financial Training
  • June 14, 2022
    Brand Bitesize - Tapered Annual Allowancew

    Brand Bitesize: Tapered Annual Allowance

    Posted by The Team at Brand Financial Training on June 14, 2022

    Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams?...

    Brand Financial Training
  • May 10, 2022
    Brand Bitesize - Quick Succession Relief

    Brand Bitesize: Quick Succession Relief

    Posted by The Team at Brand Financial Training on May 10, 2022

    Watch this short, informative video that explains Quick Succession Relief. This Brand Bitesize video is perfect for your CII...

    Brand Financial Training
  • March 8, 2022
    Transferring Nil Rate Band between spouses/civil partners

    Brand Bitesize: Transferring Nil Rate Band between spouses/civil partners

    Posted by The Team at Brand Financial Training on March 8, 2022

    Are you a visual learner? You're going to love this new feature on the blog! Watch short, informative videos...

    Brand Financial Training
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Latest Posts

  • A Look at Recent Past Papers for the CII J05 Exam – April 2026
    By The Team at Brand Financial Training
    April 16, 2026
  • Interleaving Topics: The Study Method Top Students Swear By
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  • A Transition and Then Some: Tax-Free Cash After the Lifetime Allowance
    By The Team at Brand Financial Training
    April 14, 2026
  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Apr 2026
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    April 10, 2026

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