CF1
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July 26, 2022
Getting to Know the Main Types of Long-Term Care Insurance
Last week, we looked at State benefits for long-term care. In this article, we review the main types of...
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July 19, 2022
State Benefits Pertaining to Long-Term Care
There are a number of State benefits potentially claimable by those in need of long-term care (whatever their age)...
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June 21, 2022
The Features and Benefits of a Family Income Benefit Policy
Family income benefit is most likely to be tested in the CII R05 exam. You might also find that...
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May 10, 2022
What is the Residence Nil Rate Band?
The residence nil rate band (RNRB) came into effect in April 2017 and can be tested in any of...
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May 3, 2022
The Financial Services Compensation Scheme
For those who are studying for any of CII CF1, CF8, ER1, J10, R01, or R06, it's important to...
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March 8, 2022
Introducing New Rules on Financial Promotions
The Financial Conduct Authority’s (FCA’s) rules on financial promotions are most likely to be tested in R01 and CF1.
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February 22, 2022
Introducing the FCA’s New Consumer Duty
The Financial Conduct Authority’s (FCA’s) new Consumer Duty is most likely to be tested in R01 or CF1. You...
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October 12, 2021
Getting Back to Basics on Property Ownership
In a recent CII written exam, the property owned by a husband and wife was held as tenants in...
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September 28, 2021
Exam Options for Support and Administration Staff – What You Need to Know
Here at Brand Financial Training, we are often contacted by businesses who are not sure where to start with...
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July 13, 2021
Using Your Own Transport for Business
Using your own transport for business may be tested in the CII exams R03 or within AF1. Read on...
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March 2, 2021
Assessing Financial Strength with the Free Asset Ratio
In this blog post, we take a look at a key financial measure – the free asset ratio. This...
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February 23, 2021
Getting to Know the Hierarchy of Financial Needs
Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore...
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February 16, 2021
What are Freehold, Leasehold, and Commonhold?
In England, Wales, and Northern Ireland there are two main ways in which property can be owned – freehold...
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February 9, 2021
A Quick Look at The Money and Pensions Service
In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money...
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January 12, 2021
How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief
Taper relief can be applied to the inheritance tax payable on either a potentially exempt transfer (PET) or a...
