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AF4 : Investment planning

Calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.
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  • Free AF4 calculation workbook taster
  • Over 140 pages of calculation questions and answers
  • Full step-by-step answers for every question
  • Detailed explanations for each answer
  • Cross references to the relevant CII study text
  • All questions and answers kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download them instantly in PDF format and print as required
  • 30-day money-back guarantee

Calculation workbook taster for FREE!

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Full calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.

How do I order?

  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  2. You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.

Valid for examinations from 1 September 2018 to 31 August 2019

AF4 Step-By-Step Calculation Workbook
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Valid for examinations from 1 September 2018 to 31 August 2019

  • "Thanks for the great material, I used the MP4 AF4 and other R02, J10 material and found it very helpful in passing R02, J10 and AF4."
    Richard BaxterRichard BaxterSenior Financial Adviser, Gower Financial Services, Guernsey
  • "... I discovered the Brand Financial Training Calculation Workbook. This was an absolute godsend for me, the workbook covered every conceivable type of calculation question and then gave plenty of each type to work through. Once I had worked through (and understood) several of the different calculations, I became so much more confident and dare I say actually started to enjoy the complex calculations; seeing them as an easy way to pick up marks. Brand Financial Training are so easy to deal with and the purchased material comes through instantly via email. Thank you Brand Financial Training."
    Rebecca LucasRebecca LucasDirector, Lime Outsourced Paraplanning
  • "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."
    Toby Carmichael-JackToby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
  • "I would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."
    Antony GummersonAntony GummersonClient Support, W Denis Financial Services, Leeds
  • "The calculation work book for AF4 was really helpful. A question on Return on Equity came up and I'd literally only come across this in the Brand workbook. Glad to say I passed the exam with flying colours!"
    Russell HammondRussell HammondSenior Partner, London
  • "The calculation workbook helped me to memorise the correct steps which pretty much guaranteed me at least half of the marks in the AF3 paper, whilst also making them appear simple which aided in actually understanding them and how they are used. Would definitely recommend."
    JordanJordanParaplanner

What calculations are included?

  • Interest Yield
  • Redemption Yield
  • Earnings Per Share
  • Dividend Yield
  • Dividend Cover
  • Price Earnings Ratio
  • Net Asset Value (NAV)
  • Property Rental Yields
  • Capital Asset Pricing Model (CAPM)
  • Sharpe Ratio
  • Alpha
  • Information Ratio
  • Accumulation of Capital Sum
  • Effective Rate of Interest
  • Present Value
  • Accumulating and discounting regular savings
  • Annual Percentage Rate (APR) / Annual Equivalent Rate (AER)
  • Real Rates and Nominal Returns
  • Investment Trusts – diluted and undiluted NAV
  • Holding Period Return
  • Money-weighted Rate of Return
  • Time Weighted Rate of Return
  • Share Splits
  • Standard Deviation
  • Arithmetic and Geometric Mean
  • Mean Absolute Deviation
  • Net Present Value (NPV)
  • Return on Equity (ROE)
  • Return on Capital Employed (ROCE)
  • Gearing Ratio
  • Liquidity Ratio
  • Operating Margin
  • Net Margin
  • Interest Cover
  • Working Capital Ratio
  • Debtor Turnover
  • Stock Turnover
  • Creditor Turnover
  • Sales per Employee
  • Dividend Discount Models
  • Futures
  • Exchange Rates
  • Weighted Probability
  • Pay-Out Ratios
  • Portfolio Performance

How will these help me to pass?

Many exam-takers lose vital marks when it comes to performing calculations as they haven’t nailed down the exact process and order in which to perform the calculations, and haven’t spent enough time practising them.

The number of marks gained or lost on calculation questions can make the difference between a pass and a fail. Just a little more time taken on calculations during the revision period can give you the confidence you need to perform any calculation that could come up, so that you know you will gain top marks on all those calculation questions.

Unfortunately, not enough calculation practice and help is given in the study text, and mock papers don’t tell you exactly how to get from the question to the answer.

Our calculation workbook for AF4 solves this problem by guiding you through the calculations, step-by-step, and providing detailed answers. Couple them with other resources in our study kits and you’ll be well prepared for your exam.