Exam refresher: Money-weighted & time-weighted rate of return

23 June 2020

Catriona Standingford, MD of Brand Financial Training, considers how to calculate money-weighted rate of return and time-weighted rate of return when evaluating performance of an investment...

Preparing for R06

9 June 2020

The 2019 pass rate for RO6 dropped by 10%. Catriona Standingford, MD of Brand Financial Training, looks at the October 2019 exam, what may have affected...

YOUR JUNE 2020 MAGAZINE IS LIVE

27 May 2020

...unusual situation of starting a new job when the office is in lockdown. Tackling R06 The 2019 pass rate for RO6 dropped by 10%. Catriona Standingford,...

TDQ: Investing for Children

18 May 2020

It’s important to be prepared for a question on the subject of investing for children, says Catriona Standingford, MD of Brand Financial Training, as questions can...

Your May issue – out now

29 April 2020

...Investing for Children It’s important to be prepared for a question on the subject of investing for children, says Catriona Standingford, MD of Brand Financial Training,...

AF1 revision: Discounted Gift Trusts

17 February 2020

Discounted Gift Trusts are useful IHT planning schemes and are often tested in the CII AF1 Personal Tax and Trust paper. In this article Catriona Standingford,...

Continuing Professional Development – What’s the point?

5 February 2020

Catriona Standingford, MD of Brand Financial Training, looks at what CPD is, why it is so important and the role assessment testing can play. Continuing Professional...

TDQ: Self-Assessment: Timescales and Fines

8 December 2019

Self-assessment dates and fines imposed may seem like a fairly straightforward piece of knowledge but that is why they are often forgotten and exam marks are lost, says...

Post-death planning: deeds of variation vs disclaimers

15 October 2019

Catriona Standingford, managing director of Brand Financial Training, considers the use of deeds of variation vs disclaimers in post-death planning. First published in the October issue...