J10
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March 14, 2023
Learning the Facts About Fixed Interest Securities
In this article, we look at how fixed-interest securities work and the roles that they play for both individual...
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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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May 17, 2022
How to Differentiate Between EIS, VCT, and SEIS
In this article, we look at Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Seed Enterprise Investment Schemes...
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May 3, 2022
The Financial Services Compensation Scheme
For those who are studying for any of CII CF1, CF8, ER1, J10, R01, or R06, it's important to...
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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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May 11, 2021
Quantitative Easing – The Facts
In his recent budget speech, Rishi Sunak stated that estimates on borrowing are the highest figures seen outside of...
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November 24, 2020
What is the Capital Asset Pricing Model?
In any given CII R02 paper, there’ll almost certainly be at least one question relating to the Capital Asset...
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August 11, 2020
Taking a Closer Look at the Balance of Payments
The balance of payments is just about the money coming into and going out of a country. Here, we...
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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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June 2, 2020
Ever heard of a Blind Trust?
Blind trusts only appear to be mentioned in J10 – the CII exam on Discretionary Investment Management. Here, we...



















