R02
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November 8, 2022
Brand Bitesize: Time Weighted Rate of Return
For those who are studying for any of the CII's R02, J10, J12 or AF4 exams, this might be...
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November 1, 2022
Investing in Property
Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to...
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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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September 13, 2022
Brand Bitesize: Money Weighted Rate of Return
For those who are studying for any of the CII's R02, J10, J12 or AF4 exams, this might be...
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June 29, 2022
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June 29, 2022
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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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February 15, 2022
What is inflation?
Inflation is most likely to be tested in the CII's R02 or AF4 exams. Here, we remind ourselves of...
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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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October 19, 2021
How to Triumph Over the CII’s Multi-Response Question
If you are studying toward the CII’s diploma in regulated financial planning you will need to get to grips...
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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...
