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  • 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.

  • Newsletter for December 2024

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

  • Why Taking Mock Exams Online Brings Big Benefits for CII R01, R02, R03, R04 and R05

    If you’re gearing up to take a CII multiple-choice exam, there are various ways to prepare yourself. The go-to resources for most candidates taking the R01 to R05 exams are mock questions. The benefits of mock papers have long been known; they will help you to: identify areas that need further revision, practise answering the exam-style questions, understand how to apply your knowledge, and check your progress. More recently, candidates are choosing to use the online version of this resource which provides all the above benefits and more. In this article, we look at why you might want to consider choosing online mock testing as part of your exam preparation.

  • Key Amendments Announced in the Autumn Statement 2024

    In this article, we pull out the key amends announced in the 2024 Autumn Statement that you’ll need to be aware of in terms of your CII exams. This article is particularly relevant to R01, R03, AF1, R02, AF4, CF6 and R07.

  • Preparing for a CII Exam Re-Sit

    Facing an exam re-sit can feel disheartening, but it's a common part of the journey toward CII qualification. Rather than dwelling on the setback, it's crucial to reflect on what went wrong and develop a more focused study plan for the next attempt. This article offers practical strategies to help you approach your re-sit with confidence and a renewed sense of determination.

  • Brand Bitesize: Self-Assessment

    In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also a worthy reminder for exams AF1, AF5, CF1, R01, R04, and R06.

  • Introducing New Rules on Financial Promotions

    The Financial Conduct Authority’s (FCA’s) rules on financial promotions are most likely to be tested in R01 and CF1.

  • Introducing the FCA’s New Consumer Duty

    The Financial Conduct Authority’s (FCA’s) new Consumer Duty is most likely to be tested in R01 or CF1. You might also find that it could come up in R06.

  • Current CII Exams Pass Rates – as at May 2024

    The CII has now released their pass rates for 2023.  Here, we discuss the pass rates and what we can learn from them.

  • National Insurance and Stamp Duty Land Tax Changes

    2022/23 was quite a year for both Stamp Duty Land Tax (SDLT) and National Insurance contributions (NICs). For the latter, not only did we have the usual tax year changes from 6 April 2022, but we also had two further changes in July and November. In this article, we clarify which SDLT and NIC rates you should be using in your upcoming CII exam(s) - particularly relevant to R01, R03, AF1, R02, AF4, CF6, and R07. 

  • Key Amendments Announced in the Autumn Statement 2023

    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 R01, R03, AF1, R02, AF4, CF6 and R07.

  • Why it’s wise to use past papers when preparing for an exam

    Here are just a few of the many reasons why past papers are an extremely important and highly effective part of any revision schedule.

  • The Financial Services Compensation Scheme

    For those who are studying for any of CII CF1, CF8, ER1, J10, R01, or R06, it's important to have an understanding of the Financial Services Compensation Scheme (FSCS) and know the latest limits that apply.