Monthly Roundup for July 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.

So after many years as a member of the Brand Financial Training team, working closely with all the resources, recently Jane sat the R02 exam as a first-time user of the CII remote examining system. Read on to gain an insight into what the R02 remote exam experience is like.

Here, we take a look at the exam paper for J02, the exam that sits in the Diploma in Financial Planning and covers trusts – useful for those preparing to sit the next J02 exam.

We have been reviewing the CII exam papers from the April 2021 sitting, and this time we’re looking at AF7 – the Pension Transfer exam.

After a winter that many of us would frankly rather forget, summer seems to be with us at last, even if travel restrictions, social distancing, and limitations on gatherings make it a season that’s distinctly different from previous years (2020 excepted). So it’s fair to say that most of us are adopting a decidedly cautious approach to warm-weather plans and trips away.

Using your own transport for business may be tested in the CII exams R03 or within AF1. Read on to learn what qualifies as a business travel expense, the different ways to recover the cost, and the mileage rates.

The CII has released their papers from the exam sittings that happened in April. In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper.

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 30 July

Friday 23 July

Friday 16 July

Friday 9 July

Friday 2 July