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  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 10 Jul 2026

    Each 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 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 5 Jun 2026

    Each 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 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 1 May 2026

    Each 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 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 16 Jan 2025

    Each 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 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 27 Mar 2026

    Each 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 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 20 Feb 2026

    Each 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 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 12 Dec 2025

    Each 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 5 minutes.

  • The Main Changes in the 2024-25 CII R02 Study Text

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the CII’s R02 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2023, the Spring Budget 2024, and the turning of the tax year. This article is particularly relevant to the R02, R06, AF4, and AF5 exams.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 7 Nov 2025

    Each 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 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 3 Oct 2025

    Each 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 5 minutes.

  • How to Triumph Over the CII’s Multi-Response Question

    Multi-response questions can feel intimidating because they ask you to hold several possible answers in mind at once – and one small misread can make the whole question feel uncertain. The good news is that they are not designed to catch you out any more than a standard multiple-choice question. With a calm elimination process, a clear understanding of the format, and a bit of confidence once the wrong answers have been ruled out, they become much more manageable. This article is particularly relevant to the CII R01, R02, R03 and R04 exams.

  • Navigating the CII R0 Exams – Choosing the Right Path

    Deciding the best order to tackle the R0 exams can feel overwhelming. Your choice will likely depend on a range of factors—your industry experience, existing knowledge, and even your employer’s expectations. While some candidates prefer the straightforward 'numerical' route, starting with R01 and finishing with R06, others take a more strategic approach based on their strengths and career goals. In this article, we’ll break down the key considerations to help you map out the most effective route for your R0 exam journey.

  • Brand Bitesize: Interest Rates

    In this Brand Bitesize video, we talk about Interest Rates and the Monetary Policy Committee (MPC). This is useful for CII R01 or R02 exam revision.

  • Brand Bitesize: Offshore vs Onshore Investment Bonds

    In this Brand Bitesize video, we break down the key tax differences between offshore and onshore investment bonds—perfect for CII R02 or R03 revision.

  • 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.