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J10 : Discretionary investment management

Calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.
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  • Free J10 calculation workbook taster
  • Over 120 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 2021 to 31 August 2022

J10 Step-By-Step Calculation Workbook
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    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
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    SarahSarahDC Pensions Associate Consultant, London
  • "... 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

What calculations are included?

  • Return on Money Market Instruments
  • Conversion Premium/Discount on Convertible Bonds
  • Interest yield
  • Redemption yield
  • Modified Duration
  • Rights Issues, Bonus Issues and Share Splits
  • Property rental yields
  • Derivatives
  • Taxation of Investments
  • Capital asset pricing model (CAPM)
  • Holding period return
  • Money weighted rate of return
  • Time weighted rate of return
  • Sharpe ratio
  • Alpha
  • Information ratio
  • Mean and Median
  • Mean Absolute Deviation
  • Standard deviation
  • Accumulation of Capital Sum
  • Effective rate of interest
  • Annual Percentage Rate (APR) / Annual Equivalent Rate (AER)
  • Present Value
  • Accumulating and discounting regular savings
  • Net present value (NPV)
  • Operating Margin
  • Net Margin
  • Return on Equity (ROE)
  • Return on Capital Employed (ROCE)
  • Gearing Ratio
  • Interest Cover
  • Working Capital Ratio
  • Liquidity Ratio
  • Debtor Turnover
  • Stock Turnover
  • Creditor Turnover
  • Sales per employee
  • Earnings per share
  • Price Earnings (P/E) ratio
  • Dividend yield
  • Dividend cover
  • Price to Book ratio
  • Dividend Discount Models
  • Net Asset Value (NAV)

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 J10 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.