Search results for "R06"
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CII Exam Combinations to Consider
For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII have released the exam dates for all their written exams. We use the word ‘written’ in its modern sense as, post-COVID, all these exams, except AF4, are actually written online rather than with pen and paper. The CII refers to them as ‘written’ to distinguish them from their multiple-choice exams. The multiple-choice exams can be taken at any time throughout the year. Now we’ve cleared that up, in this article, we thought we’d give you some food for thought about some of the exams you may want to consider sitting close together as you plan your route towards the Advanced Diploma in 2024. -
Monthly Roundup for September 2021
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in September, and you can simply click on any that are of interest to you. -
Lifetime Allowance is likely to be tested on CII Pension Exams
Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5, AF7, R04 and R06 exam preparation. -
Understanding the Rules Surrounding State Pension Deferral
An exam question on State pension deferral is often a possibility if the client in one of your R06 case studies is approaching retirement (as they very often are!). This subject can also be covered in the CII's R04, AF7 and J05 exams. So for those of you sitting these exams anytime soon, it's well worthwhile doing a bit of research on how it works. -
CII Exam Pass Rates for 2014
The CII have published the annual exam pass rates for 2014. Using the figures from 2012 and 2013 you can see below how these percentages have changed for the Diploma and the Advanced Diploma in Financial Planning exams. (Information for the other exams can be found on the CII website). This article will be of interest to those sitting the […] -
Monthly Roundup for March 2023
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in March, and you can simply click on any that are of interest to you. -
Assessing Net Worth and Making Informed Recommendations Using a Net Asset Statement
For candidates preparing for their CII R06 or AF5 exams, understanding a client's net asset statement provides a comprehensive view of their financial position. By analysing assets, investments, and liabilities, the financial adviser can assess their net worth and make informed recommendations to align their financial goals for a secure future. Read on to find out more about how to interpret and utilise this valuable financial snapshot in the exam and real-world scenarios. -
Choosing Between Lump Sum and Regular Savings
In the CII R06 or AF5 exams, one question that often pops up is the consideration of whether it’s better to invest a lump sum or save regularly for a future investment goal or for retirement. In this blog post, we consider the pros and cons of each method.