AF4
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February 28, 2023
The Capital Gains Tax (CGT) annual exempt amount falls
In this article, we look at the financial implications of the cuts to the CGT annual exempt amount as...
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February 14, 2023
Brand Bitesize: Taxation of Dividends
In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone,...
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January 31, 2023
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...
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December 15, 2022
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...
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October 18, 2022
ESG and Socially Responsible Investments
The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...
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October 11, 2022
Looking at the Link Between Inflation and Interest Rates
In this article, we look at the link between inflation and interest rates, and how they both impact investments....
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October 4, 2022
How to Use the Powerful Compound Interest Formula
Compound interest is something that financial advisers need to fully understand as it can have a serious effect on...