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. -
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 A newer version of this article can be found here.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. -
What is the Gordon Growth Model?
This concept is covered in J10 Discretionary investment management and J12 Securities advice and dealing so could appear in AF4, the advanced investment planning paper too. In this article, we look at its features. -
How to Differentiate Between Cyclical and Non-Cyclical Stocks
All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in the cycle we are. This article explains the difference between cyclical and non-cyclical stocks and also advises the appropriate investment ratio to use as you prepare for your CII AF4, J10, J12 or R02 exam. Cyclical stocks are affected by the […] -
Monthly Roundup for June 2018
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in June, and you can simply click on any that are of interest to you. -
Monthly Roundup for March 2023
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in March, and you can simply click on any that are of interest to you. -
Short Guide to Exchange Traded Funds
ETFs have been one of the fastest-growing types of investment fund worldwide, providing a low-cost way to provide index tracking. They combine the advantages of an open-ended capital structure (e.g. Unit trust/OEIC) with the efficiencies of exchange-traded instruments (e.g. equities). This is useful reading for those who are preparing to sit any of the CII R02, J10 or AF4 exams. -
Current CII Exams Pass Rates – as at April 2021
The current CII exams pass rates have now been published. Here, we look at a selection of CII qualifications and their exam pass rates. Those who are planning to sit CII exams in the near future will want to know how past exam candidates have fared.