**Financial Calculations for the Financial Planner™**

is a computer-based study aid that includes an e-Book 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.

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. Candidates have failed the Examination because they could not quickly and accurately answer these questions.

**Sample Question**

**Click Here to View a Sample Question**

**Recommended Calculator**

The e-Book and questions include the keystrokes for the Hewlett-Packard, model HP 10bii+ calculator. Of the financial calculators on the market, the HP 10bii+ is the easiest to use and it only costs about $50. The other common calculator is the Texas Instruments BA II Plus, which requires about 20% more keystrokes than the HP calculator to solve a problem.

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.

A candidate reported that: “I was surprised that there were so many time value of money questions on the Exam. I spent more time than I should have trying to get an answer that I could check. Sort of got drawn too far into them and lost time.”

*The E-Book*

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.

*Windows PC or Apple MAC Software*

The Software will run on a PC running Windows 7, 8 or 10; or on a MAC running the latest version of OS X . You install the study aid on your computer. You do not connect to the internet while you are studying.

*Trademark*

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