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  • What is the Gordon Growth Model?

    Posted by on February 25, 2020

    This concept is covered in J10 Discretionary investment management and J12 Securities advice and dealing so could appear in...

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  • PE Ratios – What are they and what do they mean?

    Posted by on January 14, 2020

    The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not....

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  • The CII AF4 October 2019 Exam in Review

    Posted by on December 24, 2019

    It’s now time for us to turn our attention to the October CII AF4 exam. The following will be...

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  • What are fixed interest securities?

    Posted by on November 19, 2019

    As you revise for an upcoming CII exam, you might be unclear on fixed interest securities. This article explains...

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  • Help to Buy ISAs versus the Lifetime ISA

    Posted by on November 5, 2019

    With time running out to apply for a new Help to Buy ISA, here we look at the differences...

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  • Use These Shortcuts to Help with the CII R02 Exam

    Posted by on October 29, 2019

    If you are taking the CII R02 exam and struggling with Chapter 4  (equally helpful for J10 and AF4),...

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  • Lifetime Allowance is likely to be tested on CII Pension Exams

    Posted by on October 15, 2019

    Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...

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  • What is cash flow modelling?

    Posted by on October 1, 2019

    Lifetime cash flow modelling is designed essentially to help clients to become financially more organised. Learn more as you...

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  • How to Calculate the Top-Slicing Relief on UK Investment Bonds

    Posted by on September 17, 2019

    Now the new CII examining year has started, we thought we would have a look at the five-step process...

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  • The 10 Most Common Calculations in the CII R02 Exam

    Posted by on September 3, 2019

    When it comes to the CII R02 exam:  Investment principles and risk - it’s pretty much a given that...

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  • A High-Level Look at the Main Recommendations of the OTS’s IHT Review

    Posted by on August 27, 2019

    In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...

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  • How to Differentiate Between Cyclical and Non-Cyclical Stocks

    Posted by on August 20, 2019

    All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in...

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  • A Certain Ratio – Sharpe Ratio

    Posted by on August 13, 2019

    There is a range of measures used in the quantitative analysis of investment performance.  In this article, we look...

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  • Short Guide to Exchange Traded Funds

    Posted by on July 23, 2019

    ETFs have been one of the fastest-growing types of investment fund worldwide, providing a low-cost way to provide index...

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  • Capital Gains Tax Reliefs

    Posted by on July 9, 2019

    There are various Capital Gains Tax reliefs available. These can be tested in any of the CII tax exams...

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