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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 2020 to 31 August 2021

J10 Step-By-Step Calculation Workbook
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  • "I've always used your mock papers for past exams which have been very helpful. As I found the AF3 exam tough to study for, I bought the study notes and calculation workbook for more guidance. Both I found very helpful and in the end helped me to pass AF3."
    Claire ScottClaire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh
  • I would highly recommend the material from Brand Financial Training for anyone sitting exams with the CII and working towards Chartered status . The material helped me pass J10 and AF4 first time with very little time to study. Excellent value for money! Thank you Brand Financial Training
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
  • "Brand's solution papers were massively helpful in my preparation for the R06 exam. The expected questions came up on the exam and I was well prepared to give answers that covered all the aspects that I needed to in order to get a good mark. Gained a very good pass so am very grateful to Brand for their support."
    Matt HignettMatt HignettIFA
  • "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
  • "The Brand training material certainly helps you to focus on the key information required and get straight to the salient facts. Having to read all of RO4 and JO5 was daunting but by using the notes as a guide it helped me to condense a lot of this information quickly ."
    Mandy SaundersMandy SaundersVerifier
  • "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

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.