Monthly Roundup for February 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.

Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore a key adviser skill. In this article, we take a look at using the hierarchy of financial needs as a basis for prioritisation. This is a concept that may be tested in the CII’s R01, CF1, R06, and AF5 examinations.

In England, Wales, and Northern Ireland there are two main ways in which property can be owned – freehold and leasehold. In this blog post, we look at the differences between the two and at a third type of ownership, known as commonhold. This topic could potentially be examined in the CII’s R01, CF1, CF6, or R07 assessments.

In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money and Pensions Service (MaPS) and launched to the wider community. An understanding of MaPS is particularly relevant to the CII’s R01, R04, R06, and CF1 examinations, so in this article, we take a quick look at the new service.

Motivation to study can be ever elusive. There are always other tasks that seem more appealing. At times, even the most undesirable of tasks can be better than cracking open your textbook. Unfortunately, putting study off can result in less than desirable outcomes on exam results day. Here are three ways you can use lists to keep up your motivation to spend time revising.

The J11 exam (Wrap and Platform services) is the last exam paper we are going to review from October 2020 and the last time, in fact, that we will be reviewing J11; October was the last sitting of this unit, which has now been withdrawn.

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 February

Friday 19 February

Friday 12 February

Friday 5 February