Search results for "calculation workbook"
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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. -
The CII AF1 September 2025 Exam in Review
The CII has released their papers from the exam sittings that happened in September. In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. -
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. -
The CII AF1 February 2025 Exam in Review
The CII has released their papers from the exam sittings that happened in February. In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. -
Newsletter for July 2025
Here's an update on all that's news at Brand Financial Training.
