Monthly Roundup for January 2025

This article is correct as at 31 January 2025.

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 exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

It’s now time for us to turn our attention to the October CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

Studying for exams can feel overwhelming, but leveraging proven scientific strategies can make the process more efficient and effective. In this article, we’ll explore evidence-backed techniques like active recall, spaced repetition, and interleaved practice to help you learn smarter, not harder.

As you prepare for your CII exams, it is essential to stay informed about recent changes to various laws and regulations that will be tested in your upcoming exams. Below are the key changes from the Autumn Budget you should be aware of, along with the dates from which these changes will be examined.

We’re looking at the exam guide from the CII’s September 2024 sitting of AF7 – the Pension Transfer exam.

In this article, we’re looking at the CII’s Diploma in Financial Planning J05 exam paper that students sat in September – 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.

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 31 January

Friday 24 January

Friday 17 January

Friday 10 January

Friday 3 January