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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
  • 14-day money-back guarantee

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Everything you need for your best chance of passing first time
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R02 PDF taster calculation workbook for free!

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Save up to 20% with our study kit packages
Everything you need for your best chance of passing first time
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R02 PDF Calculation Workbook

Valid for examinations from 1 September 2025 to 31 August 2026

R02 Calculation Workbook
£49 Inc VAT
PDF Digital Download
14-day money-back guarantee
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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 +
14-day money-back guarantee
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 +
14-day money-back guarantee
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.

  • I have just passed CF6 with the help of your work books and exams. Thanks very much, the calculation book was superb and instrumental of me passing.
    Jonathan CammJonathan Camm
  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
    Josh ButtenJosh ButtenMDG MK, Milton Keynes
  • "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
  • "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
  • "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
  • "The calculation work book for AF4 was really helpful. A question on Return on Equity came up and I'd literally only come across this in the Brand workbook. Glad to say I passed the exam with flying colours!"
    Russell HammondRussell HammondSenior Partner, London

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