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  • Brand Bitesize: Client Assets and Client Money

    To help you prepare for your CII R01 exam, this Brand Bitesize video explains the rules surrounding client assets and client money.

  • CII R06: How I Approached My Study

    Preparing for the CII R06 exam can feel overwhelming, particularly when it comes to knowing where to focus your time. As part of our commitment to staying closely aligned with the real exam experience, members of our technical team – including our Managing Director, Jen – sit the exams themselves. In this article, Jen shares her first-hand experience of how she approached her R06 study, from early revision through to exam day, and what helped her feel calm and confident walking into the exam.

  • All You Need to Know About ISAs

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect from 6 April 2024. In this article, we take a look at what these reforms involve - useful reading for those preparing for the CII's R01, R02, R03, R06, AF1, AF4, or AF5 exams.

  • The Life Cycles That Impact Protection Levels

    Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of protection required. Here, we explain these life cycles further - useful for CII CF1, R01, R05 or R06 exam revision.

  • Understanding Lifetime Mortgages and Home Reversion Plans

    Here, we look at equity release and, in particular, lifetime mortgages and home reversion plans - useful for CII R01, R07, CF6, R06, and AF5 exam preparation.

  • Eat the Frog: How to Tackle Your Toughest Revision Tasks First

    Not all revision tasks are equal – some demand more focus and effort than others. This article outlines a straightforward approach to tackling the most challenging topics first, helping make study sessions more effective. Read on to learn how to put this into practice.

  • Help for Those Purchasing a First Home

    In this article, we look at the different sources of financial support available for first-time home buyers. This is useful reading for CII R01, R07, CF6, R06, and AF5 exam preparation.

  • Understanding the Financial Ombudsman Service

    In this article, we look at the Financial Ombudsman Service (FOS), focusing in particular on the process to be followed by eligible complainants and the awards the FOS can make.

  • 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.

  • Getting to Know the ‘Know Your Customer’ Rules

    Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful reading for the CII's CF1, R01, R02, R06, AF4, and AF5 exams.

  • The Little-Known Tax Perk of Being Married

    Previously, we looked at the Married Couple’s Allowance, a tax break for married couples where at least one of the partners was born before 6 April 1935. In this article, we introduce you to the lesser known Marriage Allowance, an income tax break for married couples of any age, but there are still very specific eligibility conditions in order to benefit from this allowance. Here, we discuss those circumstances and provide an example that will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams.

  • Married Couple’s Allowance: Tax Relief for Older UK Couples

    The Married Couple’s Allowance is a significant tax benefit available for couples in the UK where at least one partner was born before April 6, 1935. This article outlines the key features of this allowance and will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams.

  • Basic vs New State Pension: Key Differences Explained

    In this article, we take a look at the key differences between the two main types of State Pension: the Basic State Pension and the New State Pension - relevant to the CII's R01, R04, R05, R06, AF1, AF7, and AF5 exams.

  • Supporting Employees Through Their Studies

    In last week’s article, we explored the advantages for both employees and employers of supporting employees in achieving exam success and obtaining qualifications. In this article, we look at how employers can support their employees through the process.

  • Getting a Good Grasp of the Two Types of Lasting Power of Attorney

    A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your affairs should you become unable to do so. This article looks at two different types of LPA - useful for candidates studying towards the CII AF1, AF5, J02, R01, R05, or R06 exams.