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CII R06: Calculation Workbook

R06 PDF Calculation Workbook

  • This is for you if… you need help with the calculation aspect of your R06 exam
  • Free R06 calculation workbook taster
  • Over 155 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
  • Kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download instantly in PDF format and print as required

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R06 PDF taster calculation workbook for free!

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R06 PDF Calculation Workbook

Valid for examinations from 1 September 2026 to 31 August 2027

R06 Calculation Workbook
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Revision Notes and Calculation Workbook are valid for examinations from 1 September 2026 to 31 August 2027. Case Study Analysis and Workshops are valid for the upcoming exam. Past Analysis is intended for general practice.

Please note: the R06 Analysis is provided as online access only and is not available as a downloadable PDF.

Study Kits coming soon

Our January 2027 R06 Study Kits will be available shortly. Please check back soon for full details and pricing.

 

* Please refer to our workshop cancellation policy.

What calculations are included?

  • Income Tax
  • National Insurance Contributions (NICs)
  • Capital Gains Tax (CGT)
  • Inheritance Tax (IHT)
  • Taxation of Investments
  • Contributions and Tax Relief
  • Annual Allowance
  • Defined Benefit Schemes
  • Defined Contribution Schemes
  • Drawing Pension Benefits – Flexible Income Options
  • Miscellaneous

How will the R06 PDF calculation workbook help me to pass?

Many CII R06 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 a calculation 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 that aspect of the exam.

Unfortunately, past exam papers don’t tell you exactly how to get from the question to the answer.

Our calculation workbook for R06 solves this problem by helping you decipher and extract the necessary information from calculation questions and provides calculation questions with full step-by-step answers, detailed explanations, and cross-references to the relevant CII study text.

  • "Pleased to inform you I passed! I just want to thank you for your calculation work book as I would not have Passed without it. Thanks for an excellent personal service and encouragement."
    Christopher HargreavesChristopher HargreavesInvestment Adviser, Southport
  • 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
  • "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
  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "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

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