Home

  • CII Exams
    • AF Exams
    • CII AF1 Personal Tax and Trust Planning
    • CII AF4 Investment Planning
    • CII AF5 Financial Planning Process
    • CII AF7 Pension Transfers
    • CF Exams
    • CII CF1 UK Financial Services, Regulation and Ethics
    • CII CF6 Mortgage Advice
    • CII CF8 Long Term Care Insurance
    • ER Exams
    • CII ER1 Equity Release
    • FA Exams
    • CII FA1 Life Office Administration
    • CII FA2 Pensions Administration
    • IF Exams
    • CII IF1 Insurance Legal and Regulatory
    • CII IF2 General Insurance Business
    • CII IF3 Insurance Underwriting Process
    • CII IF4 Insurance Claims Handling Process
    • CII IF5 Motor Insurance Products
    • J0 Exams
    • CII J02 Trusts
    • CII J05 Pension Income Options
    • CII J07 Supervision in a Regulated Environment
    • CII J10 Discretionary Investment Management
    • CII J12 Securities Advice and Dealing
    • LP Exams
    • CII LP2 Financial Services Products and Solutions
    • R0 Exams
    • CII R01 Financial Services, Regulation and Ethics
    • CII R02 Investment Principles and Risk
    • CII R03 Personal Taxation
    • CII R04 Pensions and Retirement Planning
    • CII R05 Financial Protection
    • CII R06 Financial Planning Practice
    • CII R07 Advanced Mortgage Advice
  • CII Qualifications
    • CII Qualifications Overview
    • Advanced Diplomas
    • CII Advanced Diploma in Financial Planning
    • Awards
    • CII Award in Financial Administration
    • CII Award in Life and Pensions Foundations
    • CII Award in Long Term Care Insurance
    • CII Award in Regulated Pension Transfer Advice
    • Certificates
    • CII Certificate in Advanced Mortgage Advice
    • CII Certificate in Discretionary Investment Management
    • CII Certificate in Equity Release
    • CII Certificate in Financial Services
    • CII Certificate in Insurance
    • CII Certificate in Investment Operations
    • CII Certificate in Mortgage Advice
    • CII Certificate in Paraplanning
    • CII Certificate in Regulated Financial Services Operations
    • CII Certificate in Securities Advice and Dealing
    • Diplomas
    • CII Diploma in Financial Planning
    • CII Diploma in Regulated Financial Planning
  • Main Pages
  • Home
  • Blog
  • Corporate
  • FAQ
  • About
  • Contact
  • Home
  • Blog
  • Corporate
  • FAQs
  • About
  • Contact
Cart
Brand Financial Training
  • CII Exams
    • Exam-Col-01
      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
      • CII AF4 Investment Planning
      • CII AF5 Financial Planning Process
      • CII AF7 Pension Transfers
      • CF Exams
      • CII CF1 UK Financial Services, Regulation and Ethics
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
      • ER Exams
      • CII ER1 Equity Release
      • FA Exams
      • CII FA1 Life Office Administration
      • CII FA2 Pensions Administration
    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
      • LP Exams
      • CII LP2 Financial Services Products and Solutions
    • Exam-Col-03
      • R0 Exams
      • CII R01 Financial Services, Regulation and Ethics
      • CII R02 Investment Principles and Risk
      • CII R03 Personal Taxation
      • CII R04 Pensions and Retirement Planning
      • CII R05 Financial Protection
      • CII R06 Financial Planning Practice
      • CII R07 Advanced Mortgage Advice
      • Study Kit Box
  • CII Qualifications
    • Qual-Col-01
      • CII Qualifications Overview
      • CII Advanced Diploma in Financial Planning
      • CII Award in Financial Administration
      • CII Award in Life and Pensions Foundations
      • CII Award in Long Term Care Insurance
      • CII Award in Regulated Pension Transfer Advice
    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
      • CII Certificate in Insurance
      • CII Certificate in Investment Operations
      • CII Certificate in Mortgage Advice
      • CII Certificate in Paraplanning
      • CII Certificate in Regulated Financial Services Operations
      • CII Certificate in Securities Advice and Dealing
    • Qual-Col-03
      • CII Diploma in Financial Planning
      • CII Diploma in Regulated Financial Planning
Brand Financial Training > CII R02 Investment Principles and Risk Calculation Workbook

CII R02: Calculation Workbook

  • Overview
  • Free taster
  • Full workbook
  • Study kits

R02 PDF Calculation Workbook

  • This is for you if… you need help with the calculation aspect of your R02 exam
  • 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

Buy now

Save up to 20% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

R02 PDF taster calculation workbook for free!

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

Save up to 20% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

R02 PDF Calculation Workbook

Valid for examinations from 1 September 2025 to 31 August 2026

R02 Calculation Workbook
£49 Inc VAT
PDF Digital Download
Add To CartAdd To Cart
Save up to 20% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

Our best value study kits

Valid for examinations from 1 September 2025 to 31 August 2026

Silver
£89.10 Inc VAT
10% off
£99
Drawn from our bank of 500 online questions – essential for exam practice with choice of 10, 30, 100 questionsE-Mocks +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
Add To CartAdd To Cart
Gold
£118.40 Inc VAT
20% off
£148
Drawn from our bank of 500 online questions – essential for exam practice with choice of 10, 30, 100 questionsE-Mocks +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
Add To CartAdd To Cart

What calculations are included?

  • Interest Yield
  • Redemption Yield
  • Stamp Duty / Stamp Duty Reserve Tax
  • Earnings per Share (EPS)
  • 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 (EAR), Annual Percentage Rate (APR) and 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
  • Holding Period Return
  • Money-Weighted Rate of Return (MWR)
  • Time-Weighted Rate of Return (TWR)
  • Sharpe Ratio
  • Alpha
  • Information Ratio

How will the R02 calculation workbook help me to pass?

Many CII R02 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 are given in the CII R02 study text.  Our calculation workbook for R02 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 R02 study text.

  • "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 was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • "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
  • "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
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "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

Related Posts:

  • Brand Bitesize: Offshore vs Onshore Investment Bonds
    Brand Bitesize: Offshore vs Onshore Investment Bonds
  • How to Calculate Modified Duration
    How to Calculate Modified Duration
  • Stamp Duty Land Tax Rates and Reliefs Explained
    Stamp Duty Land Tax Rates and Reliefs Explained

Newsletter

Stay up to date with our informative monthly newsletter tailored for you.

Learn more

We write for...

Logo: Money Marketing Logo: Professional Paraplanner Professional Paraplanner Awards 2021
Learn more

We support...

In Aid of Trussell Trust The Clothing Bank
Find out more about how we work to make a social impact.
Learn more

Home
About
Blog
Contact
Social Impact

Corporate
Help and FAQs
Learning Resource Updates

Email :
Tel : +44 (0)345 680 1682 (Voicemail only)

Calls are charged at the same rate as standard landline numbers. This rate will depend on your telephone provider and may be included in your tariff.

LinkedInLinkedInTwitter/XTwitter/X YouTubeYouTubeYouTubeYouTube

©2026 Brand Financial Training Ltd · Reg No: 7153959 · VAT No: 979 2499 45

Policies | Terms of use | Terms of sale | Privacy policy | Cookie policy