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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 95 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!

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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 2020 to 31 August 2021

R02 Step-By-Step Calculation Workbook
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Valid for examinations from 1 September 2020 to 31 August 2021

  • "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
  • “The calculation workbook ... is very comprehensive and includes calculations which are used as questions in the exam. The examples are clear and broken down into step by step stages... The resources provided by Brand Financial Training were key to my success. I shall certainly be trying them for future exams.”
    Suzanne WalkerSuzanne WalkerAdviser, The Pension Drawdown Company, Cobham
  • "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
  • "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"
    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
  • "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 SaundersMandy SaundersVerifier
  • I passed R02 and honestly don’t think I would have done it without your brilliant resources. I also bought the videos this time round – these don’t usually click with my brain as well as written word and audio, but this time they really helped. Your help on understanding certain answers from the Calculation Workbook was also very much appreciated
    David GotteriDavid GotteriSenior Underwriter, Aviva, Chesterfield

What calculations are included?

  • Conversion Premium/Discount on Convertible Bonds
  • 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 scheme (EIS) and Seed enterprise investment scheme (SEIS)
  • Holding period return
  • Money-weighted rate of return
  • Time-Weighted Rate of Return
  • Sharpe ratio
  • Alpha
  • Information ratio
  • [/list_item]

     

    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.