Monthly Roundup for August 2021

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.

This article is relevant to those studying for, or who have previously achieved, the CII’s Certificate in Pension Transfer Advice.

Taking the jump from the CII multiple-choice exams to the CII short-answer question exams can be a challenge. Here, we talk about exam technique and how to give yourself the best chance of passing your exam.

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

This time, we’re looking at the J03 exam from the June 2021 sitting – this is the exam that covers the tax and legal aspects of business.

In this article, we’re looking at the CII’s Diploma in Financial Planning J05 exam paper that students sat in May – this is the exam on Pension Income Options. This will be useful reading for you if you are preparing to sit this exam in the near future; it will help you to focus your revision on the areas that are likely to be examined.

A fund manager needs to know how to reduce the overall risk of their portfolio, even if they are purchasing risky assets. There are two main ways to do this – hedging and diversification. In this article, we will focus on the latter, diversification. You’ll find this information useful if you are studying for any of the CII investment exams R02, AF4, J10, and J12.

You do remember the Generation Game, don’t you? Started in the early ‘70s… and as kids we loved it, especially the last game where the two families tried to copy an expert in a skill, needing the ability to pay close attention and copy accurately.

This time, we’re looking at the AF2 exam from the May 2021 sitting. This is the exam that covers business financial planning.

In this article, we discuss replacing death in service benefits with an individually owned life assurance policy and the importance of writing that policy under a trust – useful for CII AF1, AF5, and R05 revision.

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 27 August

Friday 20 August

Friday 13 August

Friday 6 August