R02
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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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April 30, 2024
Tax Implications of Assigning Investment Bonds
In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the...
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March 26, 2024
Getting to Know the ‘Know Your Customer’ Rules
Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful...
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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 20, 2024
What Happens on the Death of an ISA Holder
Here, we take a look at what happens on the death of an ISA holder and a special allowance...
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February 19, 2024
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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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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...
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September 12, 2023
Transferring your Child Trust Fund to a Junior ISA
The following discusses Junior ISAs and what's involved in transferring a Child Trust Fund (CTF) to a Junior ISA....
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September 5, 2023
Questions That Often Appear on the CII R02 Exam
The most common queries we get from R02 students are around investment ratios. This week we’re looking at a...
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August 8, 2023
Brand Bitesize: Alpha
In this Brand Bitesize video, we take a quick look at what 'alpha' is and how it is calculated....
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May 23, 2023
National Insurance and Stamp Duty Land Tax Changes
2022/23 was quite a year for both Stamp Duty Land Tax (SDLT) and National Insurance contributions (NICs). For the...
