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  • Multi-Asset Funds Explained: Key Advantages and Disadvantages

    Multi-asset funds play a crucial role in building diversified investment portfolios, making them a key topic for financial advisers and exam candidates alike. By spreading investments across multiple asset classes, these funds can balance risk and return, catering to different risk profiles and financial goals. This article discusses the benefits, drawbacks, and practical uses of multi-asset funds—essential knowledge for those preparing for any of the CII R02, R06, J10, AF4, and AF5 exams.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 27 Mar 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • PE Ratios – What are they and what do they mean?

    The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not. Find out how to calculate this ratio and learn what it means - useful for your CII AF4, AF5, J10, J12, R02 or R06 exam revision.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 20 Feb 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 16 Jan 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 12 Dec 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Key Amendments Announced in the Autumn Budget 2025

    In this article, we pull out the key amends announced in the Autumn Statement that you’ll need to be aware of in terms of your CII exams. This article is particularly relevant to exams R01, R02, R03, R04, AF1, AF4, CF6 and R07.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 7 Nov 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • The CII AF4 October 2021 Exam in Review

    It’s now time for us to turn our attention to the October CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 3 Oct 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Newsletter for July 2025

    Here's an update on all that's news at Brand Financial Training.

  • 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.

  • Current CII Exams Pass Rates – as at June 2025

    The Chartered Insurance Institute (CII) has released its exam pass rates for 2024. In this article, we examine the latest figures, compare them to previous years, and highlight what these trends might mean for candidates planning their qualification route.

  • The Main Changes in the 2024-25 CII R02 Study Text

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the CII’s R02 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2023, the Spring Budget 2024, and the turning of the tax year. This article is particularly relevant to the R02, R06, AF4, and AF5 exams.

  • When will the Autumn Budget 2024 changes be tested?

    As you prepare for your CII exams, it is essential to stay informed about recent changes to various laws and regulations that will be tested in your upcoming exams. Below are the key changes from the Autumn Budget you should be aware of, along with the dates from which these changes will be examined.