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  • Brand Bitesize: Alpha

    In this Brand Bitesize video, we take a quick look at what 'alpha' is and how it is calculated. In any given CII R02 exam, there’ll almost certainly be at least one question relating to alpha, but it could also appear in J10, J12, and AF4.

  • Current CII Exams Pass Rates – as at May 2024

    The CII has now released their pass rates for 2023.  Here, we discuss the pass rates and what we can learn from them.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 7 Mar 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.

  • The CII AF4 October 2020 Exam in Review

    It’s now time for us to turn our attention to the October CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 13 Sep 2024

    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 – 31 Jan 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.

  • 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 conventions. This is useful reading if you're studying for the CII's R02, J10 or AF4 exams.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 27 Dec 2024

    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.

  • 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 explains what correlation is and provides an example of a table that could appear on the CII R02 exam - also useful for CII J10, AF4, R06 and AF5 revision.

  • 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 and against their purchase - useful for CII R02, R03, R04, R06, J05, J10, AF1, AF4, and AF5 exam preparation.

  • 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. This will be of interest to you if you are sitting any of the CII R02, AF4, J10 or J12 exams.

  • The CII AF4 October 2019 Exam in Review

    It’s now time for us to turn our attention to the October CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

  • 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 a useful reminder for you! We look at the Time Weighted Rate of Return calculation in this ‘Bitesize’ video.

  • A Quick Whizz Through Derivatives

    Here, we discuss derivatives and their main types. This is useful reading for those who are preparing to sit any of the CII R02, J10 or AF4 exams.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 22 Nov 2024

    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.