Monthly Roundup for April 2024

This article is correct as at 30 April 2024.

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.

In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the tax implications. This article is particularly relevant to the CII R01, R02, R03, R06, AF1, AF4, and AF5 exams.

The CII has now released the exam guide for the February sitting of AF5 so we can see how we did in our pre-exam analysis.

In this article, we are taking a look at the questions asked in four past papers of the CII’s Advanced Diploma in Financial Planning AF4 exam –p this is the unit that tests investment planning.

Embarking on a journey of personal and professional development while juggling the responsibilities of parenthood can seem like an insurmountable task. Yet, for many parents and carers, advancing their careers through further study is a compelling aspiration. In this article, we explore practical strategies and invaluable tips to help parents and carers successfully navigate the challenges of studying while caring for young children.

In the financial services industry, the integration of AI technology has garnered attention as a potential game-changer. With promises of efficiency and accessibility, many turn to AI platforms like Chat GPT for assistance, particularly in exam preparation. However, as we delve deeper into its efficacy, concerns arise regarding the accuracy and reliability of AI-generated content, prompting a critical examination of its suitability for CII exam preparation.

In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Diploma in Financial Planning J02 exam – this is the unit that tests trusts.

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:

Friday 26 April

Friday 19 April

Friday 12 April

Friday 5 April