Home

CF1

  • Understanding the Financial Ombudsman Service

    Posted by on September 10, 2024

    In this article, we look at the Financial Ombudsman Service (FOS), focusing in particular on the process to be...

    Brand Financial Training

  • The Life Cycles That Impact Protection Levels

    Posted by on July 23, 2024

    Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of...

    Brand Financial Training

  • Getting to Know the ‘Know Your Customer’ Rules

    Posted by on March 26, 2024

    Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful...

    Brand Financial Training

  • Order of Taxing Income

    Posted by on March 19, 2024

    Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant...

    Brand Financial Training

  • Importance of Ethical Conduct in Financial Services

    Posted by on July 11, 2023

    Ensuring ethical conduct is crucial within the financial services industry, where the reputation of financial advisers and firms hinges...

    Brand Financial Training

  • Brand Bitesize: Self-Assessment

    Posted by 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

  • Handling Complaints as a Financial Services Firm

    Posted by on May 9, 2023

    Each financial services firm must have and publish a written complaints procedure to deal with complaints from eligible complainants....

    Brand Financial Training

  • Mastering the Topic of Money Laundering for your CII Exam Revision

    Posted by on February 14, 2023

    The goal of many criminal acts is to generate a profit for the individual or group that carries out...

    Brand Financial Training

  • Looking at the Link Between Inflation and Interest Rates

    Posted by on October 11, 2022

    In this article, we look at the link between inflation and interest rates, and how they both impact investments....

    Brand Financial Training

  • Getting to Know the Main Types of Long-Term Care Insurance

    Posted by on July 26, 2022

    Last week, we looked at State benefits for long-term care. In this article, we review the main types of...

    Brand Financial Training

  • State Benefits Pertaining to Long-Term Care

    Posted by on July 19, 2022

    There are a number of State benefits potentially claimable by those in need of long-term care (whatever their age)...

    Brand Financial Training

  • The Features and Benefits of a Family Income Benefit Policy

    Posted by on June 21, 2022

    Family income benefit is most likely to be tested in the CII R05 exam. You might also find that...

    Brand Financial Training

  • What is the Residence Nil Rate Band?

    Posted by on May 10, 2022

    The residence nil rate band (RNRB) came into effect in April 2017 and can be tested in any of...

    Brand Financial Training

  • The Financial Services Compensation Scheme

    Posted by on May 3, 2022

    For those who are studying for any of CII CF1, CF8, ER1, J10, R01, or R06, it's important to...

    Brand Financial Training

  • Introducing New Rules on Financial Promotions

    Posted by on March 8, 2022

    The Financial Conduct Authority’s (FCA’s) rules on financial promotions are most likely to be tested in R01 and CF1.

    Brand Financial Training