Search results for "R06"
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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. -
Monthly Roundup for June 2019
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in June, and you can simply click on any that are of interest to you. -
Brand Bitesize: Pension Carry Forward
In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward to apply. This is useful for CII R04, AF5, AF7, or R06 exam revision. -
Getting a Good Grasp of the Two Types of Lasting Power of Attorney
A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your affairs should you become unable to do so. This article looks at two different types of LPA - useful for candidates studying towards the CII AF1, AF5, J02, R01, R05, or R06 exams. -
Monthly Roundup for February 2024
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in February, and you can simply click on any that are of interest to you. -
Brand Bitesize: Quick Succession Relief
Watch this short, informative video that explains Quick Succession Relief. This Brand Bitesize video is perfect for your CII AF1, AF5 or R06 exam revision. -
Monthly Roundup for October 2017
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in October, and you can simply click on any that are of interest to you. -
Monthly Roundup for March 2024
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. -
Monthly Roundup for May 2022
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in May, and you can simply click on any that are of interest to you. -
Monthly Roundup for November 2017
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in November, and you can simply click on any that are of interest to you. -
Understanding Loan Trusts
Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts are most likely to be tested in the CII R06, J02, AF1 or AF5 exams.