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investments

September 17, 2019
How to Calculate the Top-Slicing Relief on UK Investment Bonds
Posted by The Team at Brand Financial Training on September 17, 2019
Now the new CII examining year has started, we thought we would have a look at the five-step process...
September 3, 2019
The 10 Most Common Calculations in the CII R02 Exam
Posted by The Team at Brand Financial Training on September 3, 2019
When it comes to the CII R02 exam: Investment principles and risk - it’s pretty much a given that...
August 20, 2019
How to Differentiate Between Cyclical and Non-Cyclical Stocks
Posted by The Team at Brand Financial Training on August 20, 2019
All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in...
August 13, 2019
A Certain Ratio – Sharpe Ratio
Posted by The Team at Brand Financial Training on August 13, 2019
There is a range of measures used in the quantitative analysis of investment performance. In this article, we look...
July 23, 2019
Short Guide to Exchange Traded Funds
Posted by The Team at Brand Financial Training on July 23, 2019
ETFs have been one of the fastest-growing types of investment fund worldwide, providing a low-cost way to provide index...
April 2, 2019
Do you know about Yield Curves and Modified Duration?
Posted by The Team at Brand Financial Training on April 2, 2019
Analysing the features of bonds is important for anyone thinking of making an investment in this asset class. It...
January 8, 2019
What is the Balance of Payments?
Posted by The Team at Brand Financial Training on January 8, 2019
The following discusses what the balance of payments of a country is, and what the current account and capital...
October 9, 2018
How to Achieve Minimum Tax Liability with Clustered Bonds
Posted by The Team at Brand Financial Training on October 9, 2018
Clustering, or segmentation, is something that is tested within various CII exams. For example, it can feature in AF1,...
August 14, 2018
2 Shortcuts for Compounding and Discounting That Will Save Precious Exam Time
Posted by The Team at Brand Financial Training on August 14, 2018
If you are taking the CII R02 exam and are struggling with Chapter 4 (equally helpful for J10 and...
June 19, 2018
4 Investment Ratio Calculations You Need to Master
Posted by The Team at Brand Financial Training on June 19, 2018
Regular queries we get surround the calculation of investment ratios – these are usually tested in R02 and often...
May 8, 2018
What are Call Options and Put Options?
Posted by The Team at Brand Financial Training on May 8, 2018
Sometimes it doesn’t matter how often a subject comes up in the exam manuals, it still doesn’t always help...
December 5, 2017
What are Yield Curves?
Posted by The Team at Brand Financial Training on December 5, 2017
The following is an explanation of what yield curves are. We will also touch on the different types of...
September 26, 2017
Tracking Passive Investment in the Real World
Posted by The Team at Brand Financial Training on September 26, 2017
We need to be mindful of tracking error when assessing passive investment. This article discusses the various ways that...
September 5, 2017
How to Calculate Redemption and Running Yields on a Bond
Posted by The Team at Brand Financial Training on September 5, 2017
If you are sitting a CII investment exam, then we can almost guarantee that you will have to work...
June 6, 2017
What is an exchange rate and why is it important?
Posted by The Team at Brand Financial Training on June 6, 2017
As many of us plan our well-earned summer break in far-flung places or not-so-far-flung, one of the things on...