Search results for "R01"
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Changes to the CII’s Pension Transfer Advice Qualification
This article is relevant to those studying for, or who have previously achieved, the CII’s Certificate in Pension Transfer Advice. -
Our Top Revision Tips for the CII R0 Exams
There is a lot of information to retain, and a lot of studying required for the R0 multiple-choice question exams, so we wanted to share with you some top tips to help with your revision. -
Quantitative Easing – The Facts
In his recent budget speech, Rishi Sunak stated that estimates on borrowing are the highest figures seen outside of wartime. The Office for Budget Responsibility (OBR) confirmed that borrowing is estimated at £355 billion for the financial year to April 2021. So how exactly does the government borrow money? The answer is that the government borrows money by selling gilts. This is useful reading as you prepare for any of the CII R01, R02, R06, AF4, or J10 exams. -
The CII Advanced Diploma – The Path of Least Resistance
If you are about to start working your way towards Chartered status, the road ahead can seem pretty daunting. This article guides you through some of the exam combinations. -
Assessing Financial Strength with the Free Asset Ratio
In this blog post, we take a look at a key financial measure – the free asset ratio. This is something that has the potential to come up in a number of CII exams including R01, R02, R05, and CF1. -
Getting to Know the Hierarchy of Financial Needs
Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore a key adviser skill. In this article, we take a look at using the hierarchy of financial needs as a basis for prioritisation. This is a concept that may be tested in the CII’s R01, CF1, R06, and AF5 examinations. -
What are Freehold, Leasehold, and Commonhold?
In England, Wales, and Northern Ireland there are two main ways in which property can be owned – freehold and leasehold. In this blog post, we look at the differences between the two and at a third type of ownership, known as commonhold. This topic could potentially be examined in the CII’s R01, CF1, CF6, or R07 assessments.