Monthly Roundup for July 2024

This article is correct as at 31 July 2024.

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 the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect from 6 April 2024. In this article, we take a look at what these reforms involve – useful reading for those preparing for the CII’s R01, R02, R03, R06, AF1, AF4, or AF5 exams.

Both CF1 and R01 use the concept of seven life cycles to illustrate factors that impact on the level of protection required at different stages of a client’s life. Here, we explain these life cycles further to help with your CII CF1, R01, R05 or R06 exam revision.

In this article, we are taking a quick look at the questions asked in the last four exam papers of the CII’s Advanced Diploma in Financial Planning AF7 exam paper – this is the exam on Pension Transfers.

If you find it hard to keep your nose in your text book and are tempted by every little ping of the mobile phone, use these three strategies to minimise distractions and maintain focus on the task at hand.

The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not. Find out how to calculate this ratio and learn what it means – useful for your CII AF4, AF5, J10, J12, R02 or R06 exam revision.

In this article, we are taking a look at the questions asked in the last four exam papers of the CII’s Diploma in Financial Planning J05 exam paper – 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 26 July

Friday 19 July

Friday 12 July

Friday 5 July