Monthly Roundup for May 2024

This article is correct as at 31 May 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.

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

The CII has now released their pass rates for 2023. Here, we discuss the pass rates and what we can learn from them.

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

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

In this article, we look at the different sources of financial support available for first-time home buyers. This is useful reading for CII R01, R07, CF6, R06, and AF5 exam preparation.

To help you prepare for your CII R01 exam, this Brand Bitesize video explains the rules surrounding client assets and client money.

Here, we are looking at the J07 exam – Supervision in a regulated environment – that was sat in the last exam sitting, February 2024.

The CII has released their papers from the exam sittings that happened in February. 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 31 May

Friday 24 May

Friday 17 May

Friday 10 May

Friday 3 May