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R02 : Investment principles and risk

Calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.
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  • Free R02 calculation workbook taster
  • Over 90 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 2021 to 31 August 2022

All our prices are INCLUSIVE of VAT, where applicable

R02 Step-By-Step Calculation Workbook
£45
(Inc VAT)
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Only for those who are committed to passing first time.

BONUS! Gain six months of free access to our brand new E-Mocks – the online version of our ever-popular Mock Exam Papers. This resource allows you to practise taking short online quizzes of 10 questions, 30 questions, 100 questions, or a fully timed R02 mock exam.

They are included FREE with any R02 study kit purchase. This bonus is offered for a limited time.

Note: When purchasing a study kit, your login to the E-Learning videos and the Bonus E-Mocks will take up to 30 minutes to be activated. You will receive an email with your username and password when your login is active. All other resources are accessible immediately after ordering.

Images are for illustration purposes only.

Valid for examinations from 1 September 2021 to 31 August 2022

  • "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
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    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."
    Toby Carmichael-JackToby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
  • "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"
    SarahSarahDC Pensions Associate Consultant, London
  • I just wanted to say a big thank you for the R03 calculations workbook and mock paper purchased earlier this year which have been invaluable as part of my study. I passed the R03 this morning and have used your material to practice and practice again. Without these, I don't think I would have passed.
    Andreas NicolaouAndreas NicolaouOperational Tax Manager
  • “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

What calculations are included?

  • Interest Yield
  • Redemption Yield
  • Stamp Duty / Stamp Duty Reserve Tax
  • Earnings per Share
  • Dividend Yield
  • Dividend Cover
  • Price Earnings (P/E) Ratio
  • Net Asset Value (NAV)
  • Property Rental Yields
  • Stamp Duty Land Tax (SDLT)
  • Capital Asset Pricing Model (CAPM)
  • Accumulation of a Capital Sum
  • Effective Annual Rate of Interest (EAR),  Annual Percentage Rate (APR) / Annual Equivalent Rate (AER)
  • Present Value
  • Real Returns and Nominal Returns
  • Gearing
  • Investment Trusts – Diluted and Undiluted NAV
  • Taxation of Dividends
  • Capital Gains Tax
  • Taxation of Investment Bonds
  • Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Seed Enterprise Investment Schemes (SEIS)
  • Holding Period Return
  • Money-Weighted Rate of Return
  • Time-Weighted Rate of Return
  • Sharpe Ratio
  • Alpha
  • Information Ratio

 

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 R02 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.