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CF5 : Integrated financial planning

 

Masterclass

 

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Audio Masterclasses

  • 9 separate masterclasses
  • Each masterclass focuses on a specific area
  • Provided electronically in MP3 format - 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 - whatever you wish.
  • Comes with our 14 day, no questions asked, money-back guarantee

 

"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 CF2 masterclasses)

 

How Will These Help Me To Pass?

Reading the study text over and over again is NOT the answer to passing your exam

This is because

a)The more you read the same text the less you take in each time

b)If you don’t understand a topic, reading the same text over and over again will not make it all become clear

c)As humans, we need a variety of different methods of learning to maximise knowledge, understanding and information retention

Just losing a few marks due to a lack of knowledge and understanding can make the difference between a pass and a fail. Just a little more time taken on varying study methods and styles during the revision period will give you the knowledge, understanding and confidence you need to answer any question that might come up, so that you know you will gain top marks.

A major problem is, the study text is very boring!

So how can you make your learning interesting and more than just reading a study text?

The great news is that we have put together nine of our most popular audio masterclasses. These are for those sitting CF5 who need their knowledge and understanding refreshed on topics covered in the other Certificate level CF exams - all of which will need to be fully understood to pass CF5.

Using audio masterclasses is a great way to vary your study methods, make studying more interesting, and increase knowledge, understanding and information retention. These are downloadable MP3s allowing you to listen on your PC, transfer to your MP3 player or iPod, or burn onto a CD. These audio masterclasses will ensure that you gain essential marks in the exam, making the difference between a pass and a fail.

 

Money Back Guarantee

 

 

What Do The Audio Masterclasses Cover? 

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 tax
    • 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
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

 

What Options Can You Offer Me To Ensure Best Value For Money?

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Purchase Masterclasses

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Purchase As Part Of Our 'Steps to Success' Study Kits (Best Value)

 

  

"Brand Financial Training go the extra mile to get you through the exam. Catriona is enthusiastic, helpful and knows her subject. This is money well spent.
Rosalind Austin, Financial Adviser

 

 

Free Taster

“Life Assurance Based Investments” Refresher Audio Masterclass Excerpt for FREE

Why don’t you Try Before You Buy? Simply enter your name and email address below. You will then receive your taster audio masterclass and our free newsletter "Maximise Your Potential" via email.

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CF1 Audio Masterclass

9 Audio Masterclasses 

Or do you want these as part of our ‘Steps to Success’ Study Kits?  If so, click here.

CF1 Audio Masterclasses

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How Do I Order?

Simply click on the 'Add To Shopping Cart' button relating to the set or sets that you wish to purchase and proceed through the order process. 

You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link

CF5 Audio Masterclasses

Valid for examinations from 1 September 2010 to 30 August 2011

MASTERCLASS

DURATION

PRICE

Taxation (Refresher CF1 Audio E)

54 mins

Only £10.47

Add to Cart

Tax Planning - Income and Capital
Gains Tax (Refresher CF2 Audio G)

51 mins

Only £10.47

Add to Cart

Asset Classes (Refresher CF1 Audio A)

42 mins

Only £10.47

Add to Cart

Fixed Interest Securities (Refresher
CF2 Audio C)

46 mins

Only £10.47

Add to Cart

Unit Trusts and OEICs (Refresher
CF2 Audio D)

42 mins

Only £10.47

Add to Cart

Investment Trusts (Refresher
CF2 Audio E)

30 mins

Only £10.47

Add to Cart

Life Assurance Based Investments
(Refresher CF2 Audio F)

60 mins

Only £10.47

Add to Cart

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

42 mins

Only £10.47

Add to Cart

Aspects & Provision of Financial
Advice (Refresher CF1 Audio C)

57 mins

Only £10.47

Add to Cart

   

 

Or do you want these as part of our ‘Steps to Success’ Study Kits?  If so, click here.

 

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Steps To Success Study Kits
 

Only For Those Who Are Committed To Passing First Time - Our Best Value Study Kits

You have a choice of:

Study Kit 1 Study Kit 2
Mock Questions Mock Questions
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Calculation Workbook
Calculation Workbook
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Workbook
Workbook
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PLUS   Plus   PLUS
 
CF5 Masterclass
 

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Cost if bought separately £106.95
Buy STUDY KIT 1 with
3 Full Sets of Mock Questions
PLUS
 Calculation Workbook
PLUS
 Portfolio Creation Workbook
FOR ONLY £90.91 
You save £16.04 (15%)

Cost if bought separately £201.18
Buy STUDY KIT 2 with
3 Full Sets of Mock
Questions
PLUS
 Calculation Workbook
PLUS
 Portfolio Creation Workbook
PLUS
9 Audio Masterclasses
FOR ONLY £171.00
You save £30.18 (15%)
   

Buy our "Steps to Success" Study Kit 1 NOW

Buy our "Steps to Success" Study Kit 2 NOW
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Brand Financial Training is an independent company and has no connection with the Chartered Insurance Institute (CII) or the Institute of Financial Services (IFS). 

The copyright of all documentation (including electronic documentation) belongs to Brand Financial Training.  Under no circumstances should documentation be copied, summarised or reproduced by any means without the written express permission of the copyright owner. Should any illegal use of any materials be discovered, legal actions may be instigated against the offender(s).
Should you require multiple copies, please email us at enquiries@brandft.co.uk to discuss.
The documentation could include inaccuracies or typographical errors and is in no way intended to be an official representation of the CII or IFS examinations.  Brand Financial Training may make improvements and/or changes to documentation at any time without notice.  

Whilst Brand Financial Training makes every effort to ensure that all information (written and verbal) provided is accurate and correct at the time, no liability for any claims in relation to loss of business or consequential damage incurred by a customer as a result of using or relying on the information will be accepted.   Brand Financial Training shall not accept responsibility for loss or damage, whether direct, indirect, incidental or consequential in connection with or arising from your use of or any information provided by or omitted by Brand Financial Training.