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R01

  • 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

  • Understanding Lifetime Mortgages and Home Reversion Plans

    Posted by on June 11, 2024

    Here, we look at equity release and, in particular, lifetime mortgages and home reversion plans - useful for CII...

    Brand Financial Training

  • Help for Those Purchasing a First Home

    Posted by on May 14, 2024

    In this article, we look at the different sources of financial support available for first-time home buyers. This is...

    Brand Financial Training

  • Brand Bitesize: Client Assets and Client Money

    Posted by on May 14, 2024

    To help you prepare for your CII R01 exam, this Brand Bitesize video explains the rules surrounding client assets...

    Brand Financial Training

  • Tax Implications of Assigning Investment Bonds

    Posted by on April 30, 2024

    In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the...

    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

  • 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

  • National Insurance and Stamp Duty Land Tax Changes

    Posted by on May 23, 2023

    2022/23 was quite a year for both Stamp Duty Land Tax (SDLT) and National Insurance contributions (NICs). For the...

    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

  • Getting a Good Grasp of the Two Types of Lasting Power of Attorney

    Posted by on April 11, 2023

    A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...

    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

  • Investing in Property

    Posted by on November 1, 2022

    Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to...

    Brand Financial Training

  • Inheritance Tax and Exempt Transfers

    Posted by on October 25, 2022

    For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and...

    Brand Financial Training

  • ESG and Socially Responsible Investments

    Posted by on October 18, 2022

    The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...

    Brand Financial Training