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Search results for "AF4"

  • All You Need to Know About ISAs

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect from 6 April 2024. In this article, we take a look at what these reforms involve - useful reading for those preparing for the CII's R01, R02, R03, R06, AF1, AF4, or AF5 exams.

  • Exploring Employee Share Schemes

    Here, we look at the main tax-advantaged employee share schemes, focusing on limits and tax implications. This is particularly relevant to the CII R03, R06, AF1, AF4, and AF5 exams.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 29 Aug 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Is Buy-to-Let Still a Good Investment? Tax, Costs, & Risks Explained

    In this article, we take a look at buy-to-let (BTL) property as an investment – relevant to the CII R01, R02, R04, R06, AF4, AF5, CF1, CF6 and R07 exams.

  • Brand Bitesize: Earnings Per Share

    In this Brand Bitesize video, we talk about Earnings Per Share. This is useful for CII R02, J10, J12, or AF4 exam revision.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 25 Jul 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • 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 tax implications. This article is particularly relevant to the CII R01, R02, R03, R06, AF1, AF4, and AF5 exams.

  • Brand Bitesize: Sharpe Ratio

    In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or AF4 exam revision.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 20 Jun 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • 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 reading for the CII's CF1, R01, R02, R06, AF4, and AF5 exams.

  • Order of Taxing Income

    Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant to the CII CF1, R03, R06, AF1, AF4, and AF5 exams.

  • Brand Bitesize: Capital Asset Pricing Model (CAPM)

    In this Brand Bitesize video, we take a look at the Capital Asset Pricing Model. This could be useful for anyone studying for the CII's R02, J10, J12, or AF4 exams.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 16 May 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 11 Apr 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Key Amendments Announced in the Autumn Statement 2024

    In this article, we pull out the key amends announced in the 2024 Autumn Statement that you’ll need to be aware of in terms of your CII exams. This article is particularly relevant to R01, R03, AF1, R02, AF4, CF6 and R07.