Roundup Aug 2023 | Brand Financial Training

This article is correct as at 31 August 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.

Our Post-Exam Review of the July 2023 CII R06 Exam

The exam guide from the July sitting of R06 has been released by the CII, prompting us to see how we did in predicting the questions and model answers in our pre-exam analysis.

Income Tax Calculation Using the 6 Steps

In this blog post, we’re going to put the six steps to working out someone’s income tax liability into practice. This is useful knowledge for your CII R03 or AF1 exam preparation.

Understanding Charitable Trusts and Their Tax Treatment

Increasingly, individuals are turning to charities for vital support in times of need where their needs are not met by government services due to cost. Food bank charities are a prime example. This article is particularly relevant to the CII’s AF1 and J02 exams.

Brand Bitesize: Alpha

In this Brand Bitesize video, we take a quick look at what ‘alpha’ is and how it is calculated. In any given CII R02 exam, there’ll almost certainly be at least one question relating to alpha, but it could also appear in J10, J12, and AF4.

Choosing Between Lump Sum and Regular Savings

In the CII R06 or AF5 exams, one question that often pops up is the consideration of whether it’s better to invest a lump sum or save regularly for a future investment goal or for retirement. In this blog post, we consider the pros and cons of each method.

Assessing Net Worth and Making Informed Recommendations Using a Net Asset Statement

For candidates preparing for their CII R06 or AF5 exams, understanding a client’s net asset statement provides a comprehensive view of their financial position. By analysing assets, investments, and liabilities, the financial adviser can assess their net worth and make informed recommendations to align their financial goals for a secure future. Read on to find out more about how to interpret and utilise this valuable financial snapshot in the exam and real-world scenarios.

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: