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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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  • 2 Shortcuts for Compounding and Discounting That Will Save Precious Exam Time

    Posted by on August 14, 2018

    If you are taking the CII R02 exam and are struggling with Chapter 4 (equally helpful for J10 and...

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  • 4 Investment Ratio Calculations You Need to Master

    Posted by on June 19, 2018

    Regular queries we get surround the calculation of investment ratios – these are usually tested in R02 and often...

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  • What are Call Options and Put Options?

    Posted by 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...

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  • What are Yield Curves?

    Posted by on December 5, 2017

    The following is an explanation of what yield curves are. We will also touch on the different types of...

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  • Tracking Passive Investment in the Real World

    Posted by on September 26, 2017

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

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  • How to Calculate Redemption and Running Yields on a Bond

    Posted by on September 5, 2017

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

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  • What is an exchange rate and why is it important?

    Posted by 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...

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