Monthly Roundup for September 2017

Here’s your Monthly Roundup of Brand Financial Training’s Blog posts.

We share this with you each month, because we understand you're busy people and we want to ensure you don’t miss out on any useful information that will help you with your CII exams. 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.

Are you aware that the CII update their study texts throughout the examinable year to either incorporate new legislations, correct errors or clarify information? Many candidates aren’t aware of this, which can result in candidates studying out-of-date information. To make this easier for you, we have collated the most recent CII study text updates. As some of them affect Brand Financial Training’s learning resources, we have also updated the relevant parts of our resources, which are noted below. Note that we always keep our resources up-to-date.

We need to be mindful of tracking error when assessing passive investment. This article discusses the various ways that tracker funds can mirror the performance of an index and it provides us with an alternate way to identify a good passive investment.

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 J03, R05, AF2 or AF5 exams.

We all know what a Power of Attorney is; someone appointed by you to look after your affairs should you become unable to do so, although sometimes you may want to appoint someone to do something on your behalf, because you are out of the country or you just would prefer someone else to do it! This article discusses two types of Power of Attorney – useful for CII AF1, AF5, J02, R01, R05 or R06 exam revision.

If you’ve failed an exam more than once, and you feel frustrated and want to give up, here are two ways you can become a better learner.

If you are sitting a CII investment exam, then we can almost guarantee that you will have to work out the yield on a bond and probably both the running yield as well as the redemption yield. So here’s a quick reminder of how to do it.

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:

Friday 29 September

Friday 22 September

Friday 15 September

Friday 8 September

Friday 1 September