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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

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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.