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  • Our Post-Exam Review of the July 2024 CII R06 Exam

    The exam guide from the July sitting of R06 has been released by the CII, prompting us to see how we did in predicting the questions and model answers in our pre-exam analysis.

  • Brand Bitesize: Extending the Basic Rate Band with Pension Contributions

    In this Brand Bitesize video, we take a look at extending the basic rate band with pension contributions – relevant to the CII R03 exam, but also a worthy reminder for exams AF5 and R06.

  • Focus on the CII R06 Fact-Finding Questions

    One thing you can pretty much guarantee in the CII R06 exam is a fact-finding question. Here, we discuss the subjects usually covered, the purpose of this type of question, and the typical information you would need to know to answer it successfully.

  • My R06 Experience – Part 1

    Members of the Brand Financial Training Team regularly sit some of the CII exams to ensure we keep in touch with how they are evolving and to understand the pressures faced by candidates. In this, the first of two articles, I share my thoughts on the remote invigilation process and in next week’s article I will give my feedback on the CII R06 exam itself.

  • Our Post-Exam Review of the January 2024 CII R06 Exam

    The exam guide from the January sitting of R06 has been released by the CII, prompting us to see how we did in predicting the questions and model answers in our pre-exam analysis.

  • Becoming Familiar with Unit Trusts and OEICs

    In this article we cover some useful facts about unit trusts and open-ended investment companies (OEICs) – of interest to those studying for the CII AF1, AF4, CF1, J10, R02 or R03 exams. The taxation of unit trusts is also a popular topic in both R06 and AF5.

  • Brand Bitesize: Protection – Recommend and Justify Style Questions

    To help you prepare for your CII AF5 or R06 exam, this Brand Bitesize video explains how to approach a recommend-and-justify-style question on the topic of Protection.

  • The Main Changes in the 2024-25 CII R06 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 R06 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.

  • Our Post-Exam Review of the July 2023 CII R06 Exam

    The exam guide from the July sitting of R06 has been released by the CII, prompting us to see how we did in predicting the questions and model answers in our pre-exam analysis.

  • The Main Changes in the 2025-26 CII R01 Study Text

    Over the coming weeks, our weekly blog posts will focus on the key syllabus changes across all units in the CII Diploma in Regulated Financial Planning. In this article, we take a look at the main updates to the CII’s 2025/26 R01 study text. This article is particularly relevant to the R01, R06, and AF5 exams.

  • Preparing for the CII’s AF5 and R06 Financial Advice Questions

    In this article, we take a look at the financial advice process from an exam preparation perspective. This is relevant to the CII's R06 and AF5 exams.

  • Our Post-Exam Review of the April 2023 CII R06 Exam

    The exam guide from the April sitting of R06 has been released by the CII, prompting us to see how we did in predicting the questions and model answers in our pre-exam analysis.

  • Chargeable Events on Bonds Held in Trusts

    In this article, we examine how an investment bond in trust is taxed when a chargeable gain occurs following a chargeable event. This is particularly relevant to the CII R03, R06, AF1 and AF5 exams.

  • 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.