Search results for "R02"
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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. -
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. -
What is an exchange rate and why is it important?
Here, we talk about exchange rates, why they are important and how they impact us personally as well as how they impact the UK economy. It's useful to know about exchange rates as you prepare for any of the CII's investment-related exams, such as AF4, J10, J12, or R02. -
Quantitative Easing – The Facts
In his recent budget speech, Rishi Sunak stated that estimates on borrowing are the highest figures seen outside of wartime. The Office for Budget Responsibility (OBR) confirmed that borrowing is estimated at £355 billion for the financial year to April 2021. So how exactly does the government borrow money? The answer is that the government borrows money by selling gilts. This is useful reading as you prepare for any of the CII R01, R02, R06, AF4, or J10 exams. -
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.