Home

Search results for "R01"

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 26 Sep 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 Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Whole of Life Insurance Explained: Key Features and Policy Options

    In this article, we look at whole of life policies. This article is particularly relevant to the CII R01, R05, R06 and AF5 exams.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 22 Aug 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 Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Is Buy-to-Let Still a Good Investment? Tax, Costs, & Risks Explained

    In this article, we take a look at buy-to-let (BTL) property as an investment – relevant to the CII R01, R02, R04, R06, AF4, AF5, CF1, CF6 and R07 exams.

  • What are the duties of trustees?

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a total of 130 marks. Here is an example question that will help exam candidates answer questions on the duties of trustees.

  • Mastering the Topic of Money Laundering for your CII Exam Revision

    The goal of many criminal acts is to generate a profit for the individual or group that carries out the act. Money laundering is the processing of these criminal proceeds to disguise their illegal origin. In this article, we look at the process of money laundering, the potential criminal consequences of being involved in money laundering, and the anti-money laundering steps a financial firm should take to avoid being used by money launderers. This is useful reading for those studying for the CII's CF1 or R01 exams.

  • Importance of Ethical Conduct in Financial Services

    Ensuring ethical conduct is crucial within the financial services industry, where the reputation of financial advisers and firms hinges on their integrity and client treatment. This blog post delves into the significance of ethical behaviour, focusing on codes of ethics, particularly the Chartered Insurance Institute's (CII) code, and the role it plays in maintaining high professional and ethical standards. Discover why ethics matter in financial services and how unethical behaviour can impact trust, reputation, legal compliance, and professionalism.  This article is particularly relevant to the CII's R01 and CF1 exams.

  • Tax Implications of Assigning Investment Bonds

    In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the tax implications. This article is particularly relevant to the CII R01, R02, R03, R06, AF1, AF4, and AF5 exams.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 18 Jul 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 Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Brand Bitesize: Residence Nil Rate Band (RNRB)

    Watch this short, informative video designed to help you prepare for your CII exam. This one is all about Residence Nil Rate Band - perfect for your CII R03 or AF1 exam revision.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 13 Jun 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 Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Let the science learn it for you

    Studying for exams can feel overwhelming, but leveraging proven scientific strategies can make the process more efficient and effective. In this article, we’ll explore evidence-backed techniques like active recall, spaced repetition, and interleaved practice to help you learn smarter, not harder.

  • Handling Complaints as a Financial Services Firm

    Each financial services firm must have and publish a written complaints procedure to deal with complaints from eligible complainants. In this article, which is relevant to the CII's R01, CF1, CF8, ER1, and J07 exams, we take a look at how complaints should be made, the process to be followed by the firm being complained about, and what happens if the firm cannot resolve the complaint to the complainant’s satisfaction.

  • To marry or not to marry? That is the tax question!

    Recently, we looked at the Marriage Allowance and the Married Couple’s Allowance, and it got us thinking about the c470,000 families who choose to cohabit rather than marry or enter into civil partnerships and so can’t claim these allowances even if they are otherwise eligible. In this article, we outline some of the tax benefits that cohabiting couples miss out on by not marrying. This article will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 9 May 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 Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.