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Brand Financial Training > CII J10 Discretionary Investment Management Calculation Workbook

CII J10: Calculation Workbook

  • Overview
  • Free taster
  • Full workbook
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J10 PDF Calculation Workbook

  • This is for you if… you need help with the calculations aspect of your J10 exam
  • Free J10 calculation workbook taster
  • Over 130 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
  • Kept up to date to reflect changes to the exam syllabus and tax year
  • Download instantly in PDF format and print as required

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Everything you need for your best chance of passing first time
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J10 PDF taster calculation workbook for free!

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J10 PDF Calculation Workbook

Valid for examinations from 1 September 2025 to 31 August 2026

J10 Calculation Workbook
£49 Inc VAT
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Save up to 20% with our study kit packages
Everything you need for your best chance of passing first time
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Our best value study kits

Valid for examinations from 1 September 2025 to 31 August 2026

Silver
£89.10 Inc VAT
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£99
Drawn from our bank of 450 online questions – essential for exam practice with choice of 10, 30, 90 questionsE-Mocks +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
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Gold
£118.40 Inc VAT
20% off
£148
Drawn from our bank of 450 online questions – essential for exam practice with choice of 10, 30, 90 questionsE-Mocks +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
Add To CartAdd To Cart

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 and Relative 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 the J10 PDF calculation workbook help me to pass?

Many CII J10 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 the calculations that are likely to come up in your exam, 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 CII J10 study text. Our calculation workbook for J10 solves this problem by helping you decipher and extract the necessary information from a calculation question and provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the CII J10 study text.

  • "I passed R02 - No doubt thanks to your fantastic workbook which helped no end!  With the extra work that I did going through your workbook, this helped a great deal with feeling confident which in this exam particularly was useful given that the technique and timing is as important as the knowledge and skill in ensuring that you get through the questions in a timely manner. One could so easily become distracted or frustrated trying to work out/remember one particular formula to the deficit of the other questions but your workbook enabled me to feel glad that there were so many calculations in the exam whereby before I actually feared them."
    David GunnDavid GunnAdviser, Nottingham
  • "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
  • "There is no doubt that without Brand Financial Training our road towards passing these exams would have been a lot steeper!! There is no doubt that R02 caused the most pain but without your comprehensive notes on formulas etc it would have been even more painful simply because the book was so bland."
    Mark CourageMark CourageDirector and Lifestyle Financial Planner, Encompass Financial Management Ltd, Berkshire
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "Brand are my 'go to' company for providing exam resources. In the past 18 months I've sat (and passed) 12 CII exams and I know I wouldn't have been as successful without the mock papers, calculation workbooks and analysis I've purchased from Brand Financial Training. Thank you!"
    SaffieSaffieParaplanner, Lorica Wealth Management, Bournemouth
  • From completing my R01 exam in January 2018 to getting my result for my R06 exam in May 2019, Brand Financial Training have helped me work my way through Diploma in Regulated Financial Planning. I have found their Mock Exams and Calculation Workbooks particularly helpful and their R06 Case Study review was critical to me passing my R06 exam. I have recommended Brand Financial Training to my colleagues and wouldn’t hesitate to recommend them to my peers also.
    Matthew BiggsMatthew BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough

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