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  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 13 Sep 2024

    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.

  • 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.

  • 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.

  • Questions That Often Appear on the CII R02 Exam

    The most common queries we get from R02 students are around investment ratios.  This week we’re looking at a couple of the ones that very often appear in the R02 exam (as well as the other investment exams).

  • Is Buy-to-Let Still a Good Investment? Tax, Costs, & Risks Explained

    In this article, we take a look at buy-to-let (BTL) property as an investment – relevant to the CII R01, R02, R04, R06, AF4, AF5, CF1, CF6 and R07 exams.