J10
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December 17, 2024
Commodities: Key Insights for CII Exam Candidates
This article covers the role of commodities – both hard and soft – in investment portfolios, highlighting their appeal...
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November 22, 2024
Friday Five Focus on Investments – 5 Questions in 5 Minutes – 22 Nov 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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November 5, 2024
Multi-Asset Funds Explained: Key Advantages and Disadvantages
Multi-asset funds play a crucial role in building diversified investment portfolios, making them a key topic for financial advisers...
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October 18, 2024
Friday Five Focus on Investments – 5 Questions in 5 Minutes – 18 Oct 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 13, 2024
Friday Five Focus on Investments – 5 Questions in 5 Minutes – 13 Sep 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 10, 2024
Understanding the Financial Ombudsman Service
In this article, we look at the Financial Ombudsman Service (FOS), focusing in particular on the process to be...
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July 23, 2024
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July 9, 2024
PE Ratios – What are they and what do they mean?
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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June 25, 2024
A Quick Whizz Through Derivatives
Here, we discuss derivatives and their main types. This is useful reading for those who are preparing to sit...
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February 27, 2024
A Closer Look at Purchased Life Annuities
In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for...
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February 13, 2024
Brand Bitesize: Enterprise Investment Scheme
In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or...
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December 12, 2023
Brand Bitesize: Earnings Per Share
In this Brand Bitesize video, we talk about Earnings Per Share. This is useful for CII R02, J10, J12,...
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November 14, 2023
CII Exam Combinations to Consider
For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...
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October 24, 2023
Understanding Gilts: Two Types and Trading Conventions
In this article, we look at gilts, focusing in particular on the two different types available and two trading...
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October 3, 2023
Correlation is key to diversification, but what does it mean?
We are often told that correlation is a key aspect of diversification, but what does it mean? This article...
