Roundup Apr 2023 | Brand Financial Training

This article is correct as at 28 April 2023.

We know your time is valuable, so here’s a quick summary of the CII-related articles we’ve posted this month.

This Monthly Roundup allows you to see, at a glance, what articles have been posted and you can simply click on any that are of interest to you.

Four Investment Ratio Calculations You Need to Master

We get regular queries surrounding the calculation of investment ratios – these are usually tested in R02 and often come up in AF4 as well so we thought a working example of how to work some of them out might help. Those studying for their CII R02, J10, AF4, or AF5 exams will find this useful in their revision.

What are the common types of investment risk?

Successful investing rests upon understanding, accepting and managing the various types of risk you could face. This article discusses six types of risk – useful reading for those studying for CII investment-related exams.

Why Taking Mock Exams Online Brings Big Benefits for CII R01, R02, R03, R04 and R05

If you’re gearing up to take a CII multiple-choice exam, there are various ways to prepare yourself. The go-to resources for most candidates taking the R01 to R05 exams are mock questions. The benefits of mock papers have long been known; they will help you to: identify areas that need further revision, practise answering the exam-style questions, understand how to apply your knowledge, and check your progress. More recently, candidates are choosing to use the online version of this resource which provides all the above benefits and more. In this article, we look at why you might want to consider choosing online mock testing as part of your exam preparation.

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

A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your affairs should you become unable to do so. This article looks at two different types of LPA – useful for candidates studying towards the CII AF1, AF5, J02, R01, R05, or R06 exams.

Friday Five: 5 Questions in 5 Minutes Every Friday

This is a bit of Friday Fun where each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. The challenge is for you to answer them in 5 minutes. We post them on the blog every Friday.

To try your hand at answering the questions, visit our blog at one (or all) of the links below: