Monthly Roundup for October 2019

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.

Use These Shortcuts to Help with the CII R02 Exam

If you are taking the CII R02 exam and struggling with Chapter 4 (equally helpful for J10 and AF4), then here are a couple of short cuts you may or may not be aware of.

Questions That Often Appear on the CII R02 Exam

The most common queries we get from R02 students are around investment ratios. This week we’re looking at a couple of the ones that very often appear in the R02 exam (as well as the other investment exams).

Lifetime Allowance is likely to be tested on CII Pension Exams

A question that will often appear in both the CII pension exams at Diploma level, as well as those at Advanced Diploma level, is one that tests the lifetime allowance. It can also appear in the two financial planning papers, AF5 and R06, which is exactly what happened in July 2017. Learn more about the Lifetime Allowance so you’re prepared on exam day.

What is a Relevant Life Plan?

This article explains what a Relevant Life Plan is, when it would be used and by whom. You’ll find this information useful if you’re studying for any of the CII AF1, AF2, AF5, R05 or R06 exams.

How to Balance Your Work, Study and Personal Life

When you’re holding down a job as well as working towards exams, never mind factoring in a personal life too, it can be easy to lose sight of the importance of balance. What’s more, especially if you have a family, it can feel as though you are taking care of everyone and everything else apart from yourself.

Adviser Assessment Testing – New Resource for Your Staff

There is a great deal of debate about the importance and necessity of adviser assessment testing, particularly since 2018 when the FCA collaborated with the CII and launched their Regulated Retail Investment Adviser Re-evaluation test.

What is cash flow modelling?

Lifetime cash flow modelling is designed essentially to help clients to become financially more organised. Learn more as you prepare to sit CII AF4, AF5, R02, R04 or R06 exams.

Friday Five: 5 Questions in 5 Minutes Every Friday

This is a bit of Friday Fun where we provide you with 5 questions (and answers) relevant to a mix of CII exams. 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: