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CF2

  • Goodbye CII Certificate in Financial Planning, Hello CII Certificate in Financial Services

    Posted by on March 17, 2015

    The following contains important information if you or your employees have any plans to sit CII CF2, CF4 or...

    Brand Financial Training
  • Undertakings for Collective Investment in Transferable Securities V

    Posted by on July 15, 2014

    https://brandft.co.uk/ Learn how UCITS has evolved over the years and why. We also touch on a few points of...

    Brand Financial Training
  • ISAs become NISAs and become even more flexible

    Posted by on July 1, 2014

    https://brandft.co.uk/ What is changing as a result of Individual Savings Accounts (ISAs) becoming New Individual Savings Accounts (NISAs)? Read...

    Brand Financial Training
  • Examining The Facts

    Posted by on June 17, 2014

    Written by: Kim Bendall The Chartered Insurance Institute (CII) announced in June that it is discontinuing some of its...

    Brand Financial Training
  • Spread Betting

    Posted by on May 20, 2014

    https://brandft.co.uk What is spread betting? An explanation of the derivatives product that caused some interest when it appeared on...

    Brand Financial Training
  • Platforms

    Posted by on April 15, 2014

    http://www.brandft.co.uk Flat fee vs percentage of assets under management, fees hidden in annual management charge, exit fees – it’s...

    Brand Financial Training
  • Hot Topic – Transferring Your CTF to a Junior ISA

    Posted by on January 8, 2014

    http://www.brandft.co.uk/ Almost a year ago, we talked here about the unfairness of not being able to transfer Child Trust...

    Brand Financial Training
  • Top Tip – Tax Payment 31st January 2014 – CII CF2, CF5, R03, R06, AF1, AF5

    Posted by on November 19, 2013

    http://www.brandft.co.uk As December approaches some may be thinking more of the 31st January tax bill that’s looming rather than...

    Brand Financial Training
  • A Quick Whizz Through Derivatives

    Posted by on September 10, 2013

    Written by Tina Winter Derivatives in finance-speak are financial contracts whose value is based on, or “derived” from, an...

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  • The Greek Alphabet – Alpha, Beta and All That Jazz

    Posted by on July 9, 2013

    Written by Tina Winter Back in the 1950s and 60s, an American academic by the name of Harry Markowitz...

    Brand Financial Training
  • Top Tip – The Seed Enterprise Investment Scheme

    Posted by on May 22, 2013

    http://www.brandft.co.uk/ Looking through some of the CII manuals, I noticed a distinct lack of information on the SEIS introduced...

    Brand Financial Training
  • Avoiding the Tax Traps

    Posted by on July 10, 2012

    Written by Tina Winter http://www.brandft.co.uk/ Back in the day, income tax personal allowances were simple animals, and it was...

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  • CF2 Exam: Investment and Risk

    Posted by on January 10, 2012

    The CII (Chartered Insurance Institute) financial services qualifications are aimed at anyone who wants to work in the financial...

    Brand Financial Training