Roundup Nov 2023 | Brand Financial Training

This article is correct as at 30 November 2023.

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.

Our Post-Exam Review of the September 2023 CII AF5 Exam

The CII has now released the exam guide for the September sitting of AF5 so we can see how we did in our pre-exam analysis.

Class 3 National Insurance: The Opportunity Remains

Class 3 National Insurance contributions are one of the most lucrative investment opportunities your clients could ever come across. Those studying for R04 will find this article particularly useful to their exam revision.

Brand Bitesize: Sharpe Ratio

In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or AF4 exam revision.

CII Exam Combinations to Consider

For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII have released the exam dates for all their written exams. We use the word ‘written’ in its modern sense as, post-COVID, all these exams, except AF4, are actually written online rather than with pen and paper. The CII refers to them as ‘written’ to distinguish them from their multiple-choice exams. The multiple-choice exams can be taken at any time throughout the year. Now we’ve cleared that up, in this article, we thought we’d give you some food for thought about some of the exams you may want to consider sitting close together as you plan your route towards the Advanced Diploma in 2024.

A Triple-Locked Secured Income… But For How Long?

There hasn’t been much good news around for pensioners over the last couple of years, but the State Pension has been one rare bright spot. In this article, we focus on the escalation of State Pensions and the much talked about ‘triple lock’. This article is relevant for anyone studying for their R04, J05 or AF7 exams.

Friday Five: 5 Questions in 5 Minutes Every Friday

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: