Monthly Roundup for July 2019

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.

Here, we are looking at the CII J07 April exam: Supervision in a regulated environment. This review of the question paper from April will help you to highlight areas that will need more focused revision.

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

ETFs have been one of the fastest-growing types of investment fund worldwide, providing a low-cost way to provide index tracking. They combine the advantages of an open-ended capital structure (e.g. Unit trust/OEIC) with the efficiencies of exchange-traded instruments (e.g. equities). This is useful reading for those who are preparing to sit any of the CII R02, J10 or AF4 exams.

This time, we’re looking at the CII J03 April exam, the tax and legal aspects of business. This will be of interest to you if you’re planning to sit J03 in October.

Next in line for our exam paper analysis is J02, the exam that sits in the Diploma in Financial Planning and covers trusts ’ useful for those preparing to sit CII J02.

We have been reviewing the CII exam papers from the April 2019 sitting, and this time it’s the turn of the AF7 Pension Transfer exam.

If you envy those rare types who seem to have an exceptional memory and who – seemingly effortlessly – amass encyclopaedic levels of information, while we mere mortals forget the name of someone we met last week, you’re far from alone.

There are various Capital Gains Tax reliefs available. These can be tested in any of the CII tax exams as well as in the financial planning written exams R06 and AF5.

Now the CII have released the papers for the April exams, we can see how we did in our AF5 pre-exam analysis. This is useful reading if you’re planning to sit the AF5 exam in October.

It’s now time for us to turn our attention to the April 2019 CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

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:

Friday 26 July

Friday 19 July

Friday 12 July

Friday 5 July