- March 29, 2024
Monthly Roundup for March 2024
Posted by The Team at Brand Financial Training on March 29, 2024This 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.
- March 29, 2024
Friday Five Focus on Investments – 29 March – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on March 29, 2024Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in...
- March 26, 2024
Getting to Know the ‘Know Your Customer’ Rules
Posted by The Team at Brand Financial Training on March 26, 2024Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful reading for the CII's CF1, R01, R02, R06, AF4, and AF5 exams.
- March 22, 2024
Friday Five Focus on Regulation – 22 March – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on March 22, 2024Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5...
- March 19, 2024
Order of Taxing Income
Posted by The Team at Brand Financial Training on March 19, 2024Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant to the CII CF1, R03, R06, AF1, AF4, and AF5 exams.
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