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Financial Calculations for the Financial Planner

The Financial Calculations for the Financial Planner™ is a computer-based study aid that includes a workbook and 100 practice questions to enable you to solve problems involving the time value of money, cash flow analysis, capital budgeting, and the measurement of investment risk.  

 Sample Question

Click Here to View a Sample Question

Recommended Calculator

The workbook and questions include the keystrokes for the Hewlett-Packard, model HP10BII calculator. Of the financial calculators on the market, the HP10BII is the easiest to use and it only costs about $50. If you use a different calculator, you will have to use slightly different keystrokes. However, the calculations will not differ.

Competency

You must have the ability to solve problems involving the time value of money, capital budgeting and investment risks. You must also be able to use numerous formulas. Some candidates failed the Examination because they could not quickly and accurately answer these questions.

 The Workbook

The 100 pages describe the concepts of:

  • basic mathematical functions;
  • time value of money with single sums and annuities,
  • nominal and effective rates of return;
  • capital gains tax;
  • accumulation planning with real, after-tax rates of return;
  • bond valuation;
  • capital budgeting;
  • basic statistical functions; and
  • measurement of investment risk.

Practice Questions

The 100 practice questions enable you to solve problems involving the time value of money, cash flow analysis, capital budgeting, and the measurement of investment risk. As you study each concept, you answer the questions on your computer. The Software marks your response and displays the keystrokes required to solve the problem. You cannot print the questions or solutions.

Windows or Mac Software

The Software will run on a PC running Windows XP, Vista, 7, 8 or 10; or on a Mac running OS X 10.8 or higher. You install the study aid on your computer. You do not connect to the internet while you are studying.

License

As a purchaser, you are licensed to use Financial Calculations for the Financial Planner™ with the Software for one year from the date of purchase. The license then expires and the Software will not run.

Trade Mark

Financial Calculations for the Financial Planner™ is a trade mark of D. R. Gobeil & Associates Ltd.

Financial Calculations for Financial Planner