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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 2024 to 31 August 2025

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 2024 to 31 August 2025

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
£115.20 Inc VAT
20% off
£144
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
  • 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.

  • By using your revision notes, [mock] papers and calc books, I've been able to pass all my R0 exams in around 5-6 months. Honestly cannot thank Brand enough. Notes are always impeccable and customer service has always been spot on. Such an amazing service at such a reasonable price – almost feels like cheating!
    Charlie GarnerCharlie GarnerFinancial Planner, Islands FS, Buckinghamshire
  • "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
  • "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
  • "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
  • From completing my R01 exam in January 2018 to getting my result for my R06 exam in May 2019, Brand Financial Training have helped me work my way through Diploma in Regulated Financial Planning. I have found their Mock Exams and Calculation Workbooks particularly helpful and their R06 Case Study review was critical to me passing my R06 exam. I have recommended Brand Financial Training to my colleagues and wouldn’t hesitate to recommend them to my peers also.
    Matthew BiggsMatthew BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough
  • "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

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