J10
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February 25, 2020
What is the Gordon Growth Model?
This concept is covered in J10 Discretionary investment management and J12 Securities advice and dealing so could appear in...
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October 29, 2019
Use These Shortcuts to Help with the CII R02 Exam
If you are taking the CII R02 exam and struggling with Chapter 4 (equally helpful for J10 and AF4),...
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September 17, 2019
How to Calculate the Top-Slicing Relief on UK Investment Bonds
Now the new CII examining year has started, we thought we would have a look at the five-step process...
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September 3, 2019
The 10 Most Common Calculations in the CII R02 Exam
When it comes to the CII R02 exam: Investment principles and risk - it’s pretty much a given that...
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August 20, 2019
How to Differentiate Between Cyclical and Non-Cyclical Stocks
All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in...
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August 13, 2019
A Certain Ratio – Sharpe Ratio
There is a range of measures used in the quantitative analysis of investment performance. In this article, we look...
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July 23, 2019
Short Guide to Exchange Traded Funds
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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May 21, 2019
Understanding the Taxation of Offshore Investment Funds
In this article, we look at the tax rules that apply to investors in offshore collective funds; this is...
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April 2, 2019
Do you know about Yield Curves and Modified Duration?
Analysing the features of bonds is important for anyone thinking of making an investment in this asset class. It...
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August 14, 2018
2 Shortcuts for Compounding and Discounting That Will Save Precious Exam Time
If you are taking the CII R02 exam and are struggling with Chapter 4 (equally helpful for J10 and...
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May 8, 2018
What are Call Options and Put Options?
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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February 10, 2017
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February 9, 2017
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May 10, 2016
Mind the (Yield) Gap
Taking higher investment risk requires the reward of higher return; otherwise, who would ever invest in the riskier activities?...
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April 5, 2016
How the Inherited ISA Allowance Works in Practice
Having spent the last week looking at the AF5 April exam fact-find, it looks as if the inherited ISA...
