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  • 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. 

  • Exam Options for Support and Administration Staff – What You Need to Know

    Here at Brand Financial Training, we are often contacted by businesses who are not sure where to start with regards to helping their support and administration staff learn what is necessary to understand and perform their role well.  The difficulty is knowing what path to put them on, and what qualifications should be aimed for.  In this article, we will specifically look at the options offered by the CII.

  • Darren Gao becomes one of the youngest individuals to pass the CII Diploma at just 19

    After finishing sixth form in 2021, Darren Gao set out on his path to become a financial adviser and started the CII Diploma in Regulated Financial Planning. A little over a year later, he became one of the youngest people to complete the Diploma at just 19 years old. We asked Darren about his exam journey and future goals, and he offered some great advice for other candidates working towards the CII Diploma. 

  • 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.

  • What is the Residence Nil Rate Band?

    The residence nil rate band (RNRB) came into effect in April 2017 and can be tested in any of the CII's AF1, AF5, CF1, R01, R03 or R06 exams.

  • New Year, New Approach

    January is typically a time for wanting to do things differently. As we usher in 2023, how about looking at a change in your approach to study?

  • 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 May 2023

    The CII has now released their pass rates for 2022.  Here, we discuss the pass rates and what we can learn from them.

  • State Benefits Pertaining to Long-Term Care

    There are a number of State benefits potentially claimable by those in need of long-term care (whatever their age) or by their carers. In this article, we review the main ones. In addition to being relevant to CF8, these State benefits may be tested in CF1, R01, R05, R06 or AF5.

  • The Features and Benefits of a Family Income Benefit Policy

    Family income benefit is most likely to be tested in the CII R05 exam. You might also find that it could come up in CF1, R01, R06, R04, or AF5.

  • 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.