Investments

April 2015 AF4 exam: The times they are a changin’

I sat the AF4 exam today. I sit the AF3 and AF4 exam every year. There’s nothing like road testing your own study material, in person. It was the turn of the AF4 exam today. I was just finishing off my beer (it was screaming out for me earlier), before posting this. And I needed […]

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AF4 exam: Do you ever get asked about investment performance?

Do you ever get asked about investment performance when comparing your portfolios for clients, other advisors or your DFM? I think you might. It makes interesting reading at times and I’ll come back to that. I like to summarise the key learning points from any complex subject using a picture. I want to share with […]

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CII exams 2015: April 2015 CII AF4 exam booked

If you are thinking about sitting an AF exam in April, time to decide from the CII exams 2015. I’ve just booked the CII AF4 exam for April 2015. I like to sit the AF3 and/or AF4 exam at least once a year This year it’s going to be AF4 in April and AF3 exam […]

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CII AF exam support: 1000 unique, topical and instantly available answers

Where else can you get access to over 200 exam topics and a 1000 replies? Every single one specifically and only about the CII AF exams? Save yourself hours of searching for an answer about the CII AF1 exam, AF3 exam, AF4 exam or AF5 exam. Every one original, unique, timely, topical and instantly available […]

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Does it matter the money comes from the DB scheme or the SIPP?

Following from my recent post and para-post on LinkedIN, Henry Tapper posted a question for me here: https://www.linkedin.com/pulse/db-dc-what-question-john-reynolds?trk=prof-post Here’s my answer (linkedIN wouldn’t let me post it): ”Henry, now now…check the financial advice given by a regulated pension transfer specialist authorised to give advice on DB transfers and given permissions by FCA? Trustees to check […]

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Access to the best of DC and DB pension schemes?

Is it foolish now to scorn the benefits of a DB scheme, in light of the new pensions flexibility? Oppose their outrageous good fortune? And take up arms against them with FAD? There’s no doubts that (for some) the new pension flexibility rules make the DB/DC transfer argument a lot closer. Are the new rules […]

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3 1/2% War loan redemption

On 3 December 2014, the Chancellor confirmed that War Loan stock would be redeemed on 9 March 2015, its next interest payment date. 31/2% War Loan has been a popular holding with small private investors and of the 120,000 or so holders, 38,000 own less than £100 nominal. It’s a sentimental holding, but nonetheless an […]

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What the model answer doesn’t show you

If you’re studying for the AF1 exam (or even the AF3 exam, or AF4 exam or AF5 exams), you will have noticed by now that you’re likely to be asked one or two calculation questions. If you’ve looked at any past papers or if you are following our structured study plan, you can’t fail to […]

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Study schedule alert: week 2 already!

Lots of of you ask questions about the weekly study schedule for the exam. Without exception, you think it’s a good idea. What does it look like? Well, here’s this week’s email; they are sent out every Tuesday and this week is the 2nd week already! Weekly study Schedule: week 2 This email is reminding […]

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Getting started with the AF4 exam: numbers, algebra and process

Here’s a little something to get the AF4 investment bods brains (and calculators) moving this week. Module 1 is all about using your calculator(!) If that seems crazy, wipe that smile off your face; I get people regularly turning up for AF4 workshops and they don’t know how to use their calculator. They can’t compound […]

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