investments
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October 18, 2022
ESG and Socially Responsible Investments
The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...
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October 11, 2022
Looking at the Link Between Inflation and Interest Rates
In this article, we look at the link between inflation and interest rates, and how they both impact investments....
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October 4, 2022
How to Use the Powerful Compound Interest Formula
Compound interest is something that financial advisers need to fully understand as it can have a serious effect on...
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June 7, 2022
Tracking Passive Investment in the Real World
We need to be mindful of tracking error when assessing passive investment. This article discusses the various ways that...
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November 23, 2021
What is an exchange rate and why is it important?
Here, we talk about exchange rates, why they are important and how they impact us personally as well as...
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October 26, 2021
How to Calculate Redemption and Running Yields on a Bond
If you are sitting a CII investment exam, then we can almost guarantee that you will have to work...
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September 21, 2021
Understanding Active vs Passive Investment Management
Examiners over the years have loved the “compare and contrast” type questions and students sitting the investment-based exams will...
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September 14, 2021
Getting to Grips With Statistical Concepts
If you are studying for CII R02, J10 or AF4 exams then you need to get to grips with...
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August 10, 2021
We all need a little diversity
There are two main ways to reduce the overall risk of a portfolio: hedging and diversification. Here, the latter...
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July 27, 2021
What to Expect from the CII R02 Remote Exam
So after many years as a member of the Brand Financial Training team, working closely with all the resources,...
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November 3, 2020
How much can a family pay into ISAs in a single tax year?
Here’s an example of a question about ISA annual subscription limits that’s been known to catch a few people...
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June 16, 2020
How to Calculate Money-Weighted and Time-Weighted Rates of Return
Anyone sitting one of the CII investment exams will need to be familiar with measuring returns. In this article,...
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March 24, 2020
Comparing the CII Investment Exams
The CII investment exams at diploma level are R02 Investment principles and risk, J10 Discretionary investment management and J12...
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March 10, 2020
How to Answer this Typical Performance Measurement Exam Question
In this article, we look at performance measurement, something that CII AF4 Investment Planning candidates often have to do...