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  • Brand Bitesize: Offshore vs Onshore Investment Bonds

    Posted by 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

  • How to Calculate Modified Duration

    Posted by on June 24, 2025

    Fixed interest securities are also known as bonds, loan stock and even debt securities.  In simpler terms, we know...

    Brand Financial Training

  • Is Buy-to-Let Still a Good Investment? Tax, Costs, & Risks Explained

    Posted by on March 11, 2025

    In this article, we take a look at buy-to-let (BTL) property as an investment – relevant to the CII...

    Brand Financial Training

  • Brand Bitesize: Interest Rates

    Posted by 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

  • A Look at Recent Past Papers for the CII AF4 Exam – February 2025

    Posted by on February 13, 2025

    In this article, we are taking a look at the questions asked in four past papers of the CII’s...

    Brand Financial Training

  • AIM Shares Explained

    Posted by on December 31, 2024

    AIM, the Alternative Investment Market of the London Stock Exchange, offers growth-focused opportunities for investors in small and emerging...

    Brand Financial Training

  • Commodities: Key Insights for CII Exam Candidates

    Posted by on December 17, 2024

    This article covers the role of commodities – both hard and soft – in investment portfolios, highlighting their appeal...

    Brand Financial Training

  • Multi-Asset Funds Explained: Key Advantages and Disadvantages

    Posted by on November 5, 2024

    Multi-asset funds play a crucial role in building diversified investment portfolios, making them a key topic for financial advisers...

    Brand Financial Training

  • All You Need to Know About ISAs

    Posted by on July 30, 2024

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect...

    Brand Financial Training

  • PE Ratios – What are they and what do they mean?

    Posted by on July 9, 2024

    The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not....

    Brand Financial Training

  • A Look at Recent Past Papers for the CII AF4 Exam – April 2024

    Posted by on April 16, 2024

    In this article, we are taking a look at the questions asked in four past papers of the CII’s...

    Brand Financial Training

  • Brand Bitesize: Enterprise Investment Scheme

    Posted by 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

  • Brand Bitesize: Earnings Per Share

    Posted by 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

  • Jane’s CII AF4 Exam Experience: Insights, Tips, and Challenges

    Posted by on October 31, 2023

    To ensure we stay in touch with candidates’ exam experiences, we regularly ask our team members to sit the...

    Brand Financial Training

  • Understanding Gilts: Two Types and Trading Conventions

    Posted by on October 24, 2023

    In this article, we look at gilts, focusing in particular on the two different types available and two trading...

    Brand Financial Training