AF4
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May 17, 2022
How to Differentiate Between EIS, VCT, and SEIS
In this article, we look at Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Seed Enterprise Investment Schemes...
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February 15, 2022
What is inflation?
Inflation is most likely to be tested in the CII's R02 or AF4 exams. Here, we remind ourselves of...
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February 8, 2022
Are you working towards RQF Level 6?
Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level...
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January 27, 2022
The CII AF4 October 2021 Exam in Review
It’s now time for us to turn our attention to the October CII AF4 exam. The following will be...
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November 23, 2021
What is an exchange rate and why is it important?
Here, we talk about exchange rates, why they are important and how they impact us personally as well as...
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October 26, 2021
How to Calculate Redemption and Running Yields on a Bond
If you are sitting a CII investment exam, then we can almost guarantee that you will have to work...
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September 21, 2021
Understanding Active vs Passive Investment Management
Examiners over the years have loved the “compare and contrast” type questions and students sitting the investment-based exams will...
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September 14, 2021
Getting to Grips With Statistical Concepts
If you are studying for CII R02, J10 or AF4 exams then you need to get to grips with...
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May 11, 2021
Quantitative Easing – The Facts
In his recent budget speech, Rishi Sunak stated that estimates on borrowing are the highest figures seen outside of...
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April 27, 2021
The CII Advanced Diploma – The Path of Least Resistance
If you are about to start working your way towards Chartered status, the road ahead can seem pretty daunting....
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April 20, 2021
Minimise CGT on a Property Disposal with this Exemption
We all know that when we sell our house it is exempt from capital gains tax (CGT) if it...
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January 5, 2021
The CII AF4 October 2020 Exam in Review
It’s now time for us to turn our attention to the October CII AF4 exam. The following will be...
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November 24, 2020
What is the Capital Asset Pricing Model?
In any given CII R02 paper, there’ll almost certainly be at least one question relating to the Capital Asset...
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October 27, 2020
Temporary Changes Affecting House Purchase in the UK
COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support...
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August 11, 2020
Taking a Closer Look at the Balance of Payments
The balance of payments is just about the money coming into and going out of a country. Here, we...



















