Search results for "AF4"
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ESG and Socially Responsible Investments
The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and will be scrutinising how they are constructed and labelled. But what do we mean by ESG and how does it link in to socially responsible investments (SRI)? This article is relevant to the CII's R01, R02, AF4, R06, and AF5 exams. -
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. This is particularly relevant to the CII R02 and AF4 exams but may also be useful to those studying for R01, CF1, R04, AF7, R06, or AF5. -
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 a client's finances. It is also a topic that is regularly tested in various formats during the CII investment exams such as the R02 and AF4. -
How CII Exams are Tested
Candidates planning out their exams for the CII qualifications are faced with a bewildering choice. There are many different levels of exams, worth different amounts of credits, which are being tested in different ways. This article looks at the Diploma and the Advanced Diploma units and how they are tested. -
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 tracker funds can mirror the performance of an index and it provides us with an alternate way to identify a good passive investment. This will be useful to anyone studying the CII R02, AF4 or J10 exam. -
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 (SEIS). These products come up often in various CII exams - most specifically R02, R03, J10 and AF4 but questions can sneak into R06, AF1 and AF5 as well. -
What is inflation?
Inflation is most likely to be tested in the CII's R02 or AF4 exams. Here, we remind ourselves of what inflation is, how it is measured, how it can be controlled and its impact on investors.