Search results for "R01"
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How Brand Began
Here, we have an interview with Brand Financial Training’s Founder and Director, Catriona Standingford. Catriona tells us about why she started Brand Financial Training, and what is in store in future. -
Inheritance Tax and Exempt Transfers
For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and chargeable lifetime transfers (CLTs). In this article, we focus on the first category – exempt transfers. This article is particularly relevant to the CII R03 and AF1 exams but may also be useful for those studying R01, R05, R06, and AF5. -
ESG and Socially Responsible Investments
The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and will be scrutinising how they are constructed and labelled. But what do we mean by ESG and how does it link in to socially responsible investments (SRI)? This article is relevant to the CII's R01, R02, AF4, R06, and AF5 exams. -
Looking at the Link Between Inflation and Interest Rates
In this article, we look at the link between inflation and interest rates, and how they both impact investments. This is particularly relevant to the CII R02 and AF4 exams but may also be useful to those studying for R01, CF1, R04, AF7, R06, or AF5. -
How CII Exams are Tested
Candidates planning out their exams for the CII qualifications are faced with a bewildering choice. There are many different levels of exams, worth different amounts of credits, which are being tested in different ways. This article looks at the Diploma and the Advanced Diploma units and how they are tested. -
Getting to Know the Main Types of Long-Term Care Insurance
Last week, we looked at State benefits for long-term care. In this article, we review the main types of long-term care insurance (LTCI) that are or have been, available. LTCI may be tested in CF8, CF1, R01, R05, R06 or AF5. -
Current CII Exams Pass Rates – as at July 2022
The CII has now released their pass rates for 2021. Here, we discuss the pass rates and what we can learn from them.