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  • 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...

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  • 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...

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  • 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...

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  • 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....

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  • 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...

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  • 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),...

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  • Questions That Often Appear on the CII R02 Exam

    Posted by on October 22, 2019

    The most common queries we get from R02 students are around investment ratios.  This week we’re looking at a...

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  • How to Calculate the Top-Slicing Relief on UK Investment Bonds

    Posted by on September 17, 2019

    Now the new CII examining year has started, we thought we would have a look at the five-step process...

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  • The 10 Most Common Calculations in the CII R02 Exam

    Posted by on September 3, 2019

    When it comes to the CII R02 exam:  Investment principles and risk - it’s pretty much a given that...

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  • How to Differentiate Between Cyclical and Non-Cyclical Stocks

    Posted by on August 20, 2019

    All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in...

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  • A Certain Ratio – Sharpe Ratio

    Posted by on August 13, 2019

    There is a range of measures used in the quantitative analysis of investment performance.  In this article, we look...

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  • Short Guide to Exchange Traded Funds

    Posted by 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...

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  • Do you know about Yield Curves and Modified Duration?

    Posted by on April 2, 2019

    Analysing the features of bonds is important for anyone thinking of making an investment in this asset class.  It...

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  • How to Achieve Minimum Tax Liability with Clustered Bonds

    Posted by on October 9, 2018

    Clustering, or segmentation, is something that is tested within various CII exams. For example, it can feature in AF1,...

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