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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 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
  • "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
  • "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
  • "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 calculation workbook ... is very comprehensive and includes calculations which are used as questions in the exam. The examples are clear and broken down into step by step stages... The resources provided by Brand Financial Training were key to my success. I shall certainly be trying them for future exams.”
    Suzanne WalkerSuzanne WalkerAdviser, The Pension Drawdown Company, Cobham
  • "Brand Financial Training's calculation workbook is an excellent tool for learning and understanding the complexities of financial formula. An essential resource ... It comes highly recommended."
    Jonathan HuntJonathan HuntDirector, Expert Financial Solutions Ltd, Oxfordshire

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.