investments
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November 3, 2020
How much can a family pay into ISAs in a single tax year?
Here’s an example of a question about ISA annual subscription limits that’s been known to catch a few people...
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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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March 24, 2020
Comparing the CII Investment Exams
The CII investment exams at diploma level are R02 Investment principles and risk, J10 Discretionary investment management and J12...
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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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January 14, 2020
PE Ratios – What are they and what do they mean?
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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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 22, 2019
Questions That Often Appear on the CII R02 Exam
The most common queries we get from R02 students are around investment ratios. This week we’re looking at a...
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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 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...
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August 13, 2019
A Certain Ratio – Sharpe Ratio
There is a range of measures used in the quantitative analysis of investment performance. In this article, we look...
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July 23, 2019
Short Guide to Exchange Traded Funds
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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April 2, 2019
Do you know about Yield Curves and Modified Duration?
Analysing the features of bonds is important for anyone thinking of making an investment in this asset class. It...