Search results for "R02"
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How to Calculate Modified Duration
Fixed interest securities are also known as bonds, loan stock and even debt securities. In simpler terms, we know them as gilts and corporate bonds. This article explains the differences in their associated risk and shows how to calculate modified duration. Those who are preparing for any of the CII AF4, R02 or J10 exams will find this useful. Gilts are considered […] -
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. -
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 […] -
Assessing Financial Strength with the Free Asset Ratio
In this blog post, we take a look at a key financial measure – the free asset ratio. This is something that has the potential to come up in a number of CII exams including R01, R02, R05, and CF1. -
How to Calculate Redemption and Running Yields on a Bond
If you are sitting a CII investment exam, then we can almost guarantee that you will have to work out the yield on a bond and probably both the running yield as well as the redemption yield. So here’s a quick reminder of how to do it. -
Brand Bitesize: Taxation of Dividends
In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone, sitting the R02, R03, R06, J02, AF1, AF4, or AF5 exams, who might need a quick refresher on the basics of dividend taxation. -
The Capital Gains Tax (CGT) annual exempt amount falls
In this article, we look at the financial implications of the cuts to the CGT annual exempt amount as well as some ideas to potentially mitigate their effects. This is useful reading for CII R02, R03, R06, AF1, AF4, and AF5 exam revision. -
We all need a little diversity
There are two main ways to reduce the overall risk of a portfolio: hedging and diversification. Here, the latter is discussed - perfect for your CII investments-related exam revision. -
The Financial Implications of the Cuts to the Dividend Allowance
In this article, we look at the financial implications of the cuts to Dividend Allowance as well as some ideas to potentially mitigate their effects. This is useful reading for CII R02, R03, R06, AF1, AF4, and AF5 exam revision. -
A Fundamental Change to the Taxation of Dividends is on the Horizon
This April will see a fundamental change in the way that dividends are taxed, with the introduction of a tax free allowance of £5,000 and the abolition of the notional 10% tax credit. This article will provide readers with examples of what this change means in practice – of particular interest to those studying for any of the CII CF1, […]