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  • The CII AF4 March 2026 Exam in Review

    It’s now time for us to turn our attention to the March CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • A Look at Recent Past Papers for the CII AF4 Exam – March 2026

    In this article, we are taking a look at the questions asked in four past papers of the CII’s Advanced Diploma in Financial Planning AF4 exam – this is the unit that tests investment planning.

  • The CII AF4 September 2025 Exam in Review

    It’s now time for us to turn our attention to the September CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • A Look at Recent Past Papers for the CII AF4 Exam – February 2025

    In this article, we are taking a look at the questions asked in four past papers of the CII’s Advanced Diploma in Financial Planning AF4 exam – this is the unit that tests investment planning.

  • The CII AF4 March 2025 Exam in Review

    It’s now time for us to turn our attention to the March CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • The CII AF4 March 2024 Exam in Review

    It’s now time for us to turn our attention to the March CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • The CII AF4 October 2024 Exam in Review

    It’s now time for us to turn our attention to the March CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • Jane’s CII AF4 Exam Experience: Insights, Tips, and Challenges

    To ensure we stay in touch with candidates’ exam experiences, we regularly ask our team members to sit the latest CII exams. It’s always good to hear the perspective of some of our most experienced team members. In this article, Jane shares her thoughts on the AF4 October exam.

  • The CII AF4 October 2023 Exam in Review

    It’s now time for us to turn our attention to the October CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • A Look at Recent Past Papers for the CII AF4 Exam – April 2024

    In this article, we are taking a look at the questions asked in four past papers of the CII’s Advanced Diploma in Financial Planning AF4 exam – this is the unit that tests investment planning.

  • Becoming Familiar with Unit Trusts and OEICs

    In this article we cover some useful facts about unit trusts and open-ended investment companies (OEICs) – of interest to those studying for the CII AF1, AF4, CF1, J10, R02 or R03 exams. The taxation of unit trusts is also a popular topic in both R06 and AF5.

  • A Look at Recent Past Papers for the CII AF4 Exam

    In this article, we are taking a look at the questions asked in four past papers of the CII’s Advanced Diploma in Financial Planning AF4 exam – this is the unit that tests investment planning.

  • The CII AF4 September 2022 Exam in Review

    It’s now time for us to turn our attention to the September CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • How to Calculate Modified Duration

    Fixed interest securities are also known as bonds, loan stock and even debt securities.  In simpler terms, we know them as gilts and corporate bonds. This article explains the differences in their associated risk and shows how to calculate modified duration. Those who are preparing for any of the CII AF4, R02 or J10 exams will find this useful.

  • AIM Shares Explained

    AIM, the Alternative Investment Market of the London Stock Exchange, offers growth-focused opportunities for investors in small and emerging companies. This article covers the benefits, risks, and tax advantages of AIM shares, providing essential insights for CII students preparing for the R02, R06, J10, AF4, and AF5 exams.