Posted by The Team at Brand Financial Training on September 12, 2023 in Newsletter
12 September 2023
And just like that...
... we’re into another examinable tax year!
All of our resources have recently been through their annual update to make sure they’re fully in line with the new tax year. New 23/24 versions of all resource are now available on our website (with the exception of IF exam codes, which don’t change until December!)
Featured Article
The following discusses Junior ISAs and what’s involved in transferring a Child Trust Fund (CTF) to a Junior ISA. This will be of interest to you if you are sitting any of the CII R02, AF4, J10 or J12 exams.
In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward to apply. This is useful for CII R04, AF5, AF7, or R06 exam revision.
Due to the change in examinable tax year, you can now request updated versions of applicable resources, if you have purchased exam resources from us recently and haven’t yet sat your exam.
The CII update their syllabus every September to reflect most recent changes, so this is things like rates of tax and allowances, updated figures for state benefits, and any changes in regulation since the previous year’s edition. So, we go through the same process here at Brand Financial Training, and we also update our resources to make sure they are fully reflective of any changes that the CII has made within their examinable syllabus.
However, please do note that we only make changes to update our resources to be applicable to the next examinable tax year, and to change any question styles as specified within the exam guide from the CII – we don’t rewrite our resources from scratch each year.
To request updated materials, please use this link and complete the requested information.
Focus On...
AF7 Exam Resources
Passing the CII AF7 exam isn’t only about having the necessary knowledge and understanding, it’s about being able to apply that knowledge in an exam setting exactly as needed and in a timely manner.
It is essential that you are fully prepared – too many people fail due to a lack of preparation.
Our AF7 exam resources give you the tools to help you achieve exam success.
..."Preparation is vital to passing first time and part of that preparation should include Brand [Financial] Training's mock papers. Test yourself against a wide range of questions to ensure you have the core knowledge and exam technique to pass first time. It's too expensive not to."...
Myles Harrison, Associate Partner, Ashley Law, Westerham, Kent
If you’ll be sitting AF5 soon, we are working on a series of short videos to help you to answer typical AF5 exam-style questions. We hope that this series helps you to know ‘where to start’ when it comes to structuring your answers, which we find is a big challenge that most people face. As well as technical knowledge, exam technique really is important to make sure you’re writing the right thing, in the right place, in the right words during your exam. Subscribe to our Youtube channel to be notified once these videos are online.
Updates to CII Study Texts
Here’s a reminder 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 find out if you have the most up-to-date information, visit the CII website, navigate to your chosen exam and click on ‘learning solutions update’ in the ‘Unit updates’ section in the sidebar.
Quote of the Month
..." The moment we believe that success is determined by an ingrained level of ability as opposed to resilience and hard work, we will be brittle in the face of adversity. "...
