Join 40000+ of your fellow professionals and use our resources to pass your CII exams
14 Day Money Back Guarantee
You are either satisfied or you get your money back!

J10 : Discretionary investment management

Calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.
Buy now!

  • 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!

Why not try before you buy? Simply enter your name and email address below. You will then receive your free calculation workbook taster and our free newsletter via email.

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 2018 to 31 August 2019

J10 Step-By-Step Calculation Workbook
£45
(Inc VAT)
PDF Digital Download
Add To Cart

studykit-save

Buy this with a Study Kit and save 10%

You can get this item with one of our study kits and get even better value and more learning resources for your money!
Save now!

  • "... 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
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "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
  • "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
  • "Thanks for the great material, I used the MP4 AF4 and other R02, J10 material and found it very helpful in passing R02, J10 and AF4."
    Richard BaxterRichard BaxterSenior Financial Adviser, Gower Financial Services, Guernsey
  • "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

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.