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investments

  • Understanding Gilts: Two Types and Trading Conventions

    Posted by on October 24, 2023

    In this article, we look at gilts, focusing in particular on the two different types available and two trading...

    Brand Financial Training

  • Correlation is key to diversification, but what does it mean?

    Posted by on October 3, 2023

    We are often told that correlation is a key aspect of diversification, but what does it mean? This article...

    Brand Financial Training

  • Transferring your Child Trust Fund to a Junior ISA

    Posted by on September 12, 2023

    The following discusses Junior ISAs and what's involved in transferring a Child Trust Fund (CTF) to a Junior ISA....

    Brand Financial Training

  • Questions That Often Appear on the CII R02 Exam

    Posted by on September 5, 2023

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

    Brand Financial Training

  • Brand Bitesize: Alpha

    Posted by on August 8, 2023

    In this Brand Bitesize video, we take a quick look at what 'alpha' is and how it is calculated....

    Brand Financial Training

  • Brand Bitesize: Capital Asset Pricing Model (CAPM)

    Posted by on May 9, 2023

    In this Brand Bitesize video, we take a look at the Capital Asset Pricing Model. This could be useful...

    Brand Financial Training

  • Four Investment Ratio Calculations You Need to Master

    Posted by on April 25, 2023

    We get regular queries surrounding the calculation of investment ratios - these are usually tested in R02 and often...

    Brand Financial Training

  • What are the common types of investment risk?

    Posted by on April 18, 2023

    Successful investing rests upon understanding, accepting and managing the various types of risk you could face. This article discusses...

    Brand Financial Training

  • Learning the Facts About Fixed Interest Securities

    Posted by on March 14, 2023

    In this article, we look at how fixed-interest securities work and the roles that they play for both individual...

    Brand Financial Training

  • A Look at Recent Past Papers for the CII AF4 Exam

    Posted by on January 31, 2023

    In this article, we are taking a look at the questions asked in four past papers of the CII’s...

    Brand Financial Training

  • Brand Bitesize: Time Weighted Rate of Return

    Posted by on November 8, 2022

    For those who are studying for any of the CII's R02, J10, J12 or AF4 exams, this might be...

    Brand Financial Training

  • Investing in Property

    Posted by on November 1, 2022

    Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to...

    Brand Financial Training

  • ESG and Socially Responsible Investments

    Posted by on October 18, 2022

    The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...

    Brand Financial Training

  • Looking at the Link Between Inflation and Interest Rates

    Posted by on October 11, 2022

    In this article, we look at the link between inflation and interest rates, and how they both impact investments....

    Brand Financial Training

  • How to Use the Powerful Compound Interest Formula

    Posted by on October 4, 2022

    Compound interest is something that financial advisers need to fully understand as it can have a serious effect on...

    Brand Financial Training