Posted by The Team at Brand Financial Training on December 31, 2019 in Monthly Roundup
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.
The Life Cycles That Impact Protection Levels
Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of protection required. Whilst acknowledging that fewer families are conforming to these traditional and conventional structures, they describe the various life cycles as ‘vulnerable’ ‘relaxed’ and ‘anxious’. Here, we explain these life cycles further to help with your CII CF1, R01, R05 or R06 exam revision.
Here, we look at the CII’s AF2 (Business Financial Planning) exam paper from October to see what was tested from the syllabus this time. This is useful reading for those preparing for the next sitting of the AF2 exam.
The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a total of 130 marks. Here is an example question that will help exam candidates answer questions on the duties of trustees.
What You Need to Know About the Senior Managers and Certification Regime
The Senior Managers and Certification Regime (SM&CR) replaces the Approved Persons Regime and from the 9th December 2019 applies to all authorised firms. Here, we explain what the three key parts of the regime are, what certification entails and the details of the conduct rules. This is useful reading for your CII CF1 or R01 exam preparation.
Once you’re ready to sit your exams, you’re likely to be faced with multiple-choice, short-answer and written response tests. Here, we look at some strategies for dealing with each type of question, so you’re ready to take on the various challenges.
Friday Five: 5 Questions in 5 Minutes Every Friday
This is a bit of Friday Fun where we provide you with 5 questions (and answers) relevant to a mix of CII exams. 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: