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  • Hot Topic – Increased CGT for Landlords from April

    http://www.brandft.co.uk/ From April 2014 landlords will see a reduction in a valuable tax break which could hit some quite hard. Currently, if you own a second property there is an exemption that means if at any point that property was your main residence, the last 3 years of ownership still qualify for the private residence relief (PPR) and will be […]

  • Hot Topic – Which Study Materials to Use for CII AF Exams?

    http://www.brandft.co.uk Having recently been involved with a discussion over what materials to use to study for AF exams, we thought it might be useful to bring it up here and open it up for discussion.  Exam  The CII recommend studying:  AF1 J02 Trusts R03 Personal Taxation R05 Financial Protection AF1 Case Study Workbook  AF2 J03 Tax and Legal Aspects of […]

  • CII Diploma in Regulated Financial Planning

    This article will delve into the specifics of the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, an essential qualification for financial advisers introduced as part of the Retail Distribution Review. It will outline the six required units, explain the examination process, and highlight how the diploma meets Financial Conduct Authority (FCA) standards, ultimately preparing candidates for a successful career in financial advice.

  • 5 Steps for Diploma in Regulated Financial Planning

    Previously, to be a financial adviser in the United Kingdom, you had to obtain a Certificate in Financial Planning. However, as of January 1, 2013, all financial advisers were required to have a Level 4 Diploma such as the CII Diploma in Regulated Financial Planning. The good news is that there are no prerequisites; it is open to anyone who […]

  • CII Diploma in Financial Planning Exam Breakdown

    The CII Diploma in Financial Planning is appropriate for anybody who gives financial advice to clients (individuals, companies or government bodies), such as independent financial advisers and tied-agents, as well as paraplanners, pension analysts, financial analysts and senior administrators.   As individuals are now requried to attain the RQF level 4 status to give financial advice, the Diploma in Financial Planning […]

  • We Asked, You Bowled Us Over!

    In February of this year I asked, on behalf of everyone here at Brand Financial Training, if you would spare us a few minutes of your time to fill out a feedback questionnaire with regards to how you are getting on with your exams.  I expected a good response, but was bowled over by the huge number of responses which […]