Monthly Roundup for January 2023

This article is correct as at 31 January 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.

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 – this is the unit that tests investment planning.

In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

Whereas individuals pay income tax and capital gains tax on their income and gains respectively, UK resident limited companies and other organisations such as clubs, societies, and associations pay just corporation tax, on both. This article discusses corporation tax and is useful reading for those preparing for the CII R03 or AF1 exams.

Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter 2B of the study text regarding the annual allowance and money purchase annual allowance. This points out the importance of reading an exam question carefully particularly when it comes to tax relief on pension contributions. This article is relevant for anyone studying for the AF5, AF7, AF8, R04, or R06 exams.

January is typically a time for wanting to do things differently. As we usher in 2023, how about looking at a change in your approach to study?

You may have read in the first part of this series that in September our team member, Ann, took the R06 Financial Planning Practice exam. As an experienced member of the Brand Financial Training team and working with exam resources all the time, it still surprised her how much you can learn from taking the exams and putting yourself in the candidate’s shoes. In our previous article, Ann talked you through her experience with the remote invigilation system. This time, the focus is on the exam itself and provide some pointers for future R06 candidates.

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 January

Friday 20 January

Friday 13 January

Friday 6 January