J10 : Discretionary investment management
Calculation workbook
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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
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Full calculation workbook
This image is for illustration purposes only. Resources are PDF downloads.
How do I order?
- Simply click on the ‘Add To Cart’ button and proceed through the order process.
- 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
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Valid for examinations from 1 September 2018 to 31 August 2019
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What calculations are included?
- Interest yield
- Redemption yield
- Earnings per share
- Dividend yield
- Dividend cover
- Price Earnings (P/E) 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 returns 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
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.