Search results for "AF4"
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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. -
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. -
Monthly Roundup for April 2024
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in April, and you can simply click on any that are of interest to you. -
Monthly Roundup for December 2019
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in December, and you can simply click on any that are of interest to you. -
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. -
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. -
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. -
Monthly Roundup for October 2022
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in October, and you can simply click on any that are of interest to you. -
Use These Shortcuts to Help with the CII R02 Exam
If you are taking the CII R02 exam and struggling with Chapter 4 (equally helpful for J10 and AF4), then here are a couple of short cuts you may or may not be aware of. -
A Discounting Shortcut for your CII R02 Exam
Previously, we looked at compounding and a shortcut to working it out on a manual calculator – in this article, we’ll cover discounting. This comes up in CII R02, AF4 and J10. A newer version of this article can be found here. Let’s continue with our investor, Georgia: Georgia made an investment 5 years ago which has grown by 5% […] -
Temporary Changes Affecting House Purchase in the UK
COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support the economy. Temporary changes announced in July, designed to incentivise the property market to move, affected the various types of tax paid on house purchases. In this article, we look at the detail – of interest to those studying for any of the CII AF1, AF4, AF5, CF1, R01, R02, R03, or R06 exams. -
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.