Monthly Roundup for November 2022

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 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.

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

The exam guide from the September sitting of R06 has been released by the CII, prompting us to see how we did in predicting the questions and model answers in our pre-exam analysis.

Value added tax, generally known as VAT, is levied on the majority of goods and services supplied by UK VAT-registered businesses and when goods are imported into the UK. This article is particularly relevant to the CII R03 and AF1 exams.

For those who are studying for any of the CII’s R02, J10, J12 or AF4 exams, this might be a useful reminder for you! We look at the Time Weighted Rate of Return calculation in this ‘bitesize’ video.

Here, we have an interview with Brand Financial Training’s Founder and Director, Catriona Standingford. Catriona is going to tell us more about why she started Brand Financial Training, and what is in store in future.

Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to afford to invest in a number of buy-to-let properties so as to create sufficient diversification is even less attainable. However, for those wishing to gain exposure to the property market, indirect investment methods can offer a diversified route at affordable contribution levels. Some methods have the added advantage of tax efficiency. This article is particularly relevant to the CII R02 and AF4 exams but may also be useful for those studying R01, R03, R06, AF1, and AF5.

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 25 November

Friday 18 November

Friday 11 November

Friday 4 November