R02
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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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July 9, 2019
Capital Gains Tax Reliefs
There are various Capital Gains Tax reliefs available. These can be tested in any of the CII tax exams...
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June 18, 2019
How to Answer a Taxing Question
We were recently asked about one of our questions that tests how dividends are taxed; this type of question...
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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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October 9, 2018
How to Achieve Minimum Tax Liability with Clustered Bonds
Clustering, or segmentation, is something that is tested within various CII exams. For example, it can feature in AF1,...
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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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July 18, 2017
How to Know When the Higher Tax Applies to Second Properties
As we all know, purchases of second and buy-to-let properties incur an extra 3% Stamp Duty Land Tax (SDLT),...
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March 28, 2017
The Ups and Downs of the FSCS Figure
For those who may have missed this (or are just confused by it!), the Financial Services Compensation Scheme (FSCS)...
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November 15, 2016
Delving into the Detail of the Increased Stamp Duty Land Tax
As we all know, Stamp Duty Land Tax (SDLT) increased in April, for those people buying second and buy-to-let...
