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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 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
  • 30-day money-back guarantee

Calculation workbook taster for FREE!

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

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 2021 to 31 August 2022

R02 Step-By-Step Calculation Workbook
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Valid for examinations from 1 September 2021 to 31 August 2022

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  • "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."
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  • I just wanted to say a big thank you for the R03 calculations workbook and mock paper purchased earlier this year which have been invaluable as part of my study. I passed the R03 this morning and have used your material to practice and practice again. Without these, I don't think I would have passed.
    Andreas NicolaouAndreas NicolaouOperational Tax Manager
  • "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?

  • 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 Schemes (EIS) and Seed Enterprise Investment Schemes (SEIS)
  • Holding Period Return
  • Money-Weighted Rate of Return
  • Time-Weighted Rate of Return
  • Sharpe Ratio
  • Alpha
  • Information Ratio

 

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.