J12 : Securities advice and dealing
Calculation workbook
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- Free J12 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
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Full calculation workbook
This image is for illustration purposes only. Resources are PDF downloads.
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- 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 2021 to 31 August 2022
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Only for those who are committed to passing first time.
Valid for examinations from 1 September 2021 to 31 August 2022
Silver- Thank you again for the R06 analysis. I've found all Brand Financial Training materials extremely helpful for all modules of the diploma. The calculation workbooks in particular I think are the best out there, and I used the audio and mock sets a lot too.
Kevin Shwe - “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."John ReynoldsExpert Pensions, Edinburgh
- "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."Toby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
- "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 GunnAdviser, Nottingham
- "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 SaundersVerifier
- "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 CourageDirector and Lifestyle Financial Planner, Encompass Financial Management Ltd, Berkshire
Kevin Shwe
Mandy Saunders
Mark CourageWhat calculations are included?
- Conversion Premium / Discount on Convertible Preference Shares
- Taxation of Dividend Income
- Warrants
- Contracts for Difference (CFDs)
- Conversion Premium / Discount on Convertible Bonds
- Bond Pricing
- Interest Yield
- Redemption Yield
- Modified Duration
- Effective Rate of Interest
- Taxation of Interest Income
- Foreign Exchange
- Order-Driven Markets
- Scrip Dividends
- Rights Issues, Bonus Issues and Share Splits
- 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 Ratio
- Dividend Cover
- Dividend Yield
- Price to Book Ratio
- Dividend Discount Models
- Net Asset Value (NAV)
- Capital Asset Pricing Model (CAPM)
- Investment Data
- Present Value
- Standard Deviation
- Sharpe Ratio
- Alpha
- Information Ratio
- Total Return (Holding Period Return)
- Money-Weighted Rate of Return
- Time-Weighted Rate of Return
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 J12 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.