CII CF5 Audio Masterclass

CF5 : Integrated financial planning

Refresher Audio Masterclasses

Twelve of our most popular audio masterclasses for those sitting CF5 who need their knowledge and understanding refreshed on topics covered in CF1, CF2, CF3 and CF4 which will need to be fully understood to pass CF5. A great way to vary your study methods, make studying more interesting, and increase knowledge, understanding and information retention. You can listen on your PC, transfer to your MP3 Player or iPod, or burn onto a CD.

TWELVE MASTERCLASSES - These are our most popular masterclasses used by individuals sitting the CF5 exam. They are used as refresher classes for knowledge and understanding gained from CF1, CF2, CF3 and CF4 which will have to be applied correctly in the CF5 exam.

Taxation (Refresher from CF1)

Residence and domicile
Income tax
Capital gains tax
Inheritance tax
Example calculations

Tax Planning - Income Tax and Capital Gains Tax (Refresher from CF2)

Income Tax - Allowances, Earned and unearned income
Capital gains taxn
Interest on bank accounts
Fixed interest securities
Property
Equities
Tax relief on pension contributions
Tax exempt investments

Asset Classes (Refresher from CF1)

Types of asset class
Cash
Fixed interest investments
Equities
Property
Characteristics of each asset class including taxation
Calculations
Risk versus reward

Fixed Interest Securities (Refresher from CF2)

General characteristics
Risk
'cum dividend', 'ex dividend'
Taxation
Pricing
Credit ratings
Yields
Interest yield
Redemption yields
Debentures
Convertible loan stock
Deep discounted bonds
Floating rate notes

Unit Trusts and OEICs (Refresher from CF2)

Funds available
Risk
UCITS and non-UCITS schemes
Unit Trusts - Taxation, Pricing, Charges
OEICs - Taxation, Pricing, Charges

Investment Trusts (Refresher from CF2)

What they are and how they work
Regulation and approval
Capital structure
Different classes of shares
Share dealing charges
Taxation
Comparison with unit trusts and OEICs

Life Assurance Based Investments (Refresher from CF2)

With-Profit policies
Bonuses
Market value reduction
Unitised
Conventional
Unit-linked funds
Regular and lump sum investments
Friendly society policies
Taxation
Annuities

Types of Life Policy (Refresher from CF3)

Definitions
Types of policy available
Variations between types of policy
Advantages and disadvantages of each policy type
How premiums are calculated

Health Insurance (Refresher from CF3)

Income protection insurance
Critical illness
Terminal illness cover
Long term care insurance
Features, benefits and taxation of each type of policy
Advantages and disadvantages of each type of policy

General Protection Insurance (Refresher from CF3)

Mortgage Payment Protection Insurance
Accident, Sickness and Unemployment Insurance
Personal Accident and Sickness Insurance
Private Medical Insurance
Features, benefits and taxation of each type of policy
Advantages and disadvantages of each type of policy

Tax and Pensions Pre and Post A-Day (Refresher from CF4)

Pension regimes prior to A Day
Pre A Day Rules - lump sum payments, death benefits, contributions
Transitional protection arrangements - primary and enhanced protection
Pension rules Post A Day
Tax treatment

Aspects and Provision of Financial Advice (Refresher from CF1)

Hierarchy of Need
Budgeting
Protection
Borrowing
Saving and Investing
Retirement Planning
Tax Planning
Factfinding
Making recommendations

Our audio masterclasses provide a welcome change from reading the CII study text. Listen in your car, at home, even subliminally while asleep!

Each masterclass focuses on a specific area which you will need to know and understand for your CF5 exam
Each masterclass is provided electronically in MP3 format - you can listen on your PC, burn it to CD, transfer to your MP3 player or iPOD. No need to sit at a PC and no waiting for the postman!
Listen in your car, at home, at the gym and even while asleep - wherever you wish
All purchases come with our 14 day, no questions asked, money-back guarantee

FREE Taster Masterclass

Everyone is entitled to our free Taster Masterclasses. This is an excerpt from our "Life Assurance Based Investments" Masterclass forming part of the CF2 exam which is essential knowledge for CF5. It's a great way to try before you buy. Enter your name and email address below. You will then receive your free taster masterclass, and our free monthly newsletter "Maximise Your Potential" via email.

CF5 Refresher Masterclasses

How Do I Order?

Simply click on the 'Add To Shopping Cart' button relating to the masterclasses you wish to purchase and proceed through the order process. You will receive the MP3 download link on our web page after you have completed your order, and you will also receive an email with the MP3 link plus any accompanying handouts within a few hours.

Masterclass

CF5 Refresher Audio Masterclasses Valid for examinations from 1 September 2009 to 30 August 2010
MASTERCLASS	DURATION	PRICE
Taxation (Refresher CF1 Audio E)	54 mins	Only £10.47
Tax Planning - Income and Capital Gains Tax (Refresher CF2 Audio G)	51 mins	Only £10.47
Asset Classes (Refresher CF1 Audio A)	42 mins	Only £10.47
Fixed Interest Securities (Refresher CF2 Audio C)	46 mins	Only £10.47
Unit Trusts and OEICs (Refresher CF2 Audio D)	42 mins	Only £10.47
Investment Trusts (Refresher CF2 Audio E)	30 mins	Only £10.47
Life Assurance Based Investments (Refresher CF2 Audio F)	60 mins	Only £10.47
Types of Life Policy (Refresher CF3 Audio A)	48 mins	Only £10.47
Health Insurance (Refresher CF3 Audio D)	58 mins	Only £10.47
General Protection Insurance (Refresher CF3 Audio E)	21 mins	Only £10.47
Tax and Pensions Pre and Post A-Day (Refresher CF4 Audio A)	42 mins	Only £10.47
Aspects & Provision of Financial Advice (Refresher CF1 Audio C)	57 mins	Only £10.47

What Our Customers Say...

Here's what some of our customers have to say about our masterclasses:

"I found the masterclasses helpful as they were a different perspective to the manual. This was very welcome as the manual is often referred to as a cure for insomnia! Thank you Brand Financial Training!"

Jeremy Turner, Peterborough

(talking about the CF2 masterclasses)

Click here for more testimonials

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