Nearly 1 million free-resource-downloads and-counting


  • Tracking Passive Investment in the Real World

    Posted by on June 7, 2022

    We need to be mindful of tracking error when assessing passive investment. This article discusses the various ways that...

    Brand Financial Training
  • What is an exchange rate and why is it important?

    Posted by on November 23, 2021

    Here, we talk about exchange rates, why they are important and how they impact us personally as well as...

    Brand Financial Training
  • How to Calculate Redemption and Running Yields on a Bond

    Posted by on October 26, 2021

    If you are sitting a CII investment exam, then we can almost guarantee that you will have to work...

    Brand Financial Training
  • Understanding Active vs Passive Investment Management

    Posted by on September 21, 2021

    Examiners over the years have loved the “compare and contrast” type questions and students sitting the investment-based exams will...

    Brand Financial Training
  • Getting to Grips With Statistical Concepts

    Posted by on September 14, 2021

    If you are studying for CII R02, J10 or AF4 exams then you need to get to grips with...

    Brand Financial Training
  • We all need a little diversity

    Posted by on August 10, 2021

    There are two main ways to reduce the overall risk of a portfolio: hedging and diversification. Here, the latter...

    Brand Financial Training
  • What to Expect from the CII R02 Remote Exam

    Posted by on July 27, 2021

    So after many years as a member of the Brand Financial Training team, working closely with all the resources,...

    Brand Financial Training
  • How to Calculate Money-Weighted and Time-Weighted Rates of Return

    Posted by on June 16, 2020

    Anyone sitting one of the CII investment exams will need to be familiar with measuring returns. In this article,...

    Brand Financial Training
  • Comparing the CII Investment Exams

    Posted by on March 24, 2020

    The CII investment exams at diploma level are R02 Investment principles and risk, J10 Discretionary investment management and J12...

    Brand Financial Training
  • How to Answer this Typical Performance Measurement Exam Question

    Posted by on March 10, 2020

    In this article, we look at performance measurement, something that CII AF4 Investment Planning candidates often have to do...

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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....

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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),...

    Brand Financial Training