CF5 : Integrated financial planning
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Calculation Workbook The calculation workbook focusses on the calculations that are needed for CF5. This may be as either part of a short answer question, or as a part of the portfolio creation question. The calculation workbook provides over 60 pages of multiple choice calculation questions and provides full step-by-step answers giving you essential practise at the calculations that you will need to be able to perform in the exam. |
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Our calculation workbook ensures you get maximum practise on the calculations that may come up in the CF5 exam with our step-by-step answers. You will find out exactly how to get the answer required. This workbook will ensure you gain extra marks in the exam.
What does it cover?
- Compound interest
- Grossing up
- Grossing up and tax on dividends
- Dividend distributions from equity unit trusts
- Chargeable gains on life assurance based investments
- Taxation of pension contributions
- Income tax
- Benefits in kind
- ISAs
- Capital gains tax
- Inheritance tax
Watch our short video below to see exactly what this calculation workbook contains.
Note: If you can't view it, it may be because some workplaces block certain files (those pesky IT guys!).
- Over 60 pages of calculation muliple choice questions and answers
- Over 40 separate calculations
- Full step-by-step answers for every single question
- All of our questions are kept up-to-date to reflect any changes to the exam syllabus and tax year
- The calculation workbook is provided electronically in PDF format - you can print it out and go through the calculations wherever you wish - no need to sit at a PC and no waiting for the postman!
- All purchases come with our 14 day, no questions asked, money-back guarantee
How Do I Order?
Simply click on the 'Add To Shopping Cart' button below and proceed through the order process. 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 within a few hours.
CF5 Step-By-Step Calculation Workbook Valid for examinations from 1 September 2009 to 30 August 2010 |
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Only £29.77 |
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What Our Customers Say...
Here's what some of our customers have to say about our calculation workbooks and CF5 resources:
"With your help and excellent training materials I have passed CF5. I know that I could not have done it without the information and techniques you devised. Thank you". Simon Bissmire, Consultant, Croesus Financial Services Ltd, St Ives |
"Brand Financial Training go the extra mile to get you through the exam. Catriona is enthusiastic, helpful and knows her subject. This is money well spent." Rosalind Austin, Financial Adviser |
Click here for more testimonials
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Brand Financial Training is an independent company and has no connection with the Chartered Insurance Institute (CII) or the Institute of Financial Services (IFS).
The copyright of all documentation (including electronic documentation) belongs to Brand Financial Training. Under no circumstances should documentation be copied, summarised or reproduced by any means without the written express permission of the copyright owner. Should any illegal use of any materials be discovered, legal actions may be instigated against the offender(s).
Should you require multiple copies, please email us at enquiries@brandft.co.uk to discuss.
The documentation could include inaccuracies or typographical errors and is in no way intended to be an official representation of the CII or IFS examinations. Brand Financial Training may make improvements and/or changes to documentation at any time without notice.
Whilst Brand Financial Training makes every effort to ensure that all information (written and verbal) provided is accurate and correct at the time, no liability for any claims in relation to loss of business or consequential damage incurred by a customer as a result of using or relying on the information will be accepted. Brand Financial Training shall not accept responsibility for loss or damage, whether direct, indirect, incidental or consequential in connection with or arising from your use of or any information provided by or omitted by Brand Financial Training.
