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Brand Financial Training > CII J12 Securities Advice and Dealing Calculation Workbook

CII J12: Calculation Workbook

  • Overview
  • Free taster
  • Full workbook
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J12 PDF Calculation Workbook

  • This is for you if… you need help with the calculations aspect of your J12 exam
  • 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
  • Kept up to date to reflect changes to the exam syllabus and tax year
  • Download instantly in PDF format and print as required

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J12 PDF taster calculation workbook for free!

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J12 PDF Calculation Workbook

Valid for examinations from 1 September 2025 to 31 August 2026

J12 Calculation Workbook
£49 Inc VAT
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Save 10% with our study kit package
Everything you need for your best chance of passing first time
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Our best value study kit

Valid for examinations from 1 September 2025 to 31 August 2026

Silver
£89.10 Inc VAT
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£99
Drawn from our bank of 375 online questions – essential for exam practice with choice of 10, 30, 75 questionsE-Mocks +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
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What 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 the J12 PDF calculation workbook help me to pass?

Many CII J12 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 the calculations that are likely to come up in your exam, 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 CII J12 study text. Our calculation workbook for J12 solves this problem by helping you decipher and extract the necessary information from a calculation question and provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the CII J12 study text.

  • "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
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • “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 ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "Pleased to inform you I passed! I just want to thank you for your calculation work book as I would not have Passed without it. Thanks for an excellent personal service and encouragement."
    Christopher HargreavesChristopher HargreavesInvestment Adviser, Southport
  • "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 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

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