AF4
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June 16, 2020
How to Calculate Money-Weighted and Time-Weighted Rates of Return
Anyone sitting one of the CII investment exams will need to be familiar with measuring returns. In this article,...
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June 2, 2020
Ever heard of a Blind Trust?
Blind trusts only appear to be mentioned in J10 – the CII exam on Discretionary Investment Management. Here, we...
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May 12, 2020
9 Ways to Increase Your Chances of Passing Your CII Written Exam
With some written exams back on track for July and the rest in October, it’s time to think about...
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March 10, 2020
How to Answer this Typical Performance Measurement Exam Question
In this article, we look at performance measurement, something that CII AF4 Investment Planning candidates often have to do...
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February 25, 2020
What is the Gordon Growth Model?
This concept is covered in J10 Discretionary investment management and J12 Securities advice and dealing so could appear in...
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December 24, 2019
The CII AF4 October 2019 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 19, 2019
What are fixed interest securities?
As you revise for an upcoming CII exam, you might be unclear on fixed interest securities. This article explains...
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November 5, 2019
Help to Buy ISAs versus the Lifetime ISA
With time running out to apply for a new Help to Buy ISA, here we look at the differences...
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October 29, 2019
Use These Shortcuts to Help with the CII R02 Exam
If you are taking the CII R02 exam and struggling with Chapter 4 (equally helpful for J10 and AF4),...
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October 15, 2019
Lifetime Allowance is likely to be tested on CII Pension Exams
Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...
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October 1, 2019
What is cash flow modelling?
Lifetime cash flow modelling is designed essentially to help clients to become financially more organised. Learn more as you...
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September 17, 2019
How to Calculate the Top-Slicing Relief on UK Investment Bonds
Now the new CII examining year has started, we thought we would have a look at the five-step process...
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September 3, 2019
The 10 Most Common Calculations in the CII R02 Exam
When it comes to the CII R02 exam: Investment principles and risk - it’s pretty much a given that...
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August 27, 2019
A High-Level Look at the Main Recommendations of the OTS’s IHT Review
In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...
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August 20, 2019
How to Differentiate Between Cyclical and Non-Cyclical Stocks
All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in...
