FRM Calculator Tutorial: Complete BA II Plus Guide for the Exam

Master every calculator function you'll need for FRM Part I and Part II with step-by-step tutorials, practice problems, and exam-day tips.

Your calculator is one of your most important tools on the FRM exam. With 100 questions to answer in 4 hours (2.4 minutes per question), efficient calculator use can save you valuable time and reduce errors. Yet many candidates don't fully master their calculator, leaving points on the table.

This comprehensive guide covers everything you need to know about using the Texas Instruments BA II Plus for the FRM exam—from essential setup to advanced functions—with step-by-step keystroke instructions and practice problems.

Approved Calculators for FRM

GARP has strict rules about which calculators are permitted on the FRM exam. Only these models are allowed:

Calculator Versions Allowed Recommendation
Texas Instruments BA II Plus Standard and Professional ✓ Recommended
Hewlett Packard 12C Standard, Platinum, Prestige, Gold Good alternative
🎯 Our Recommendation: BA II Plus

Unless you're already proficient with the HP 12C, we recommend the BA II Plus. It has a more intuitive algebraic entry system (vs. HP's Reverse Polish Notation), dedicated statistical functions that are easier to use, and is the calculator most FRM prep materials reference. The Professional version has a few extra features but the standard BA II Plus is sufficient for the exam.

BA II Plus vs HP 12C

Feature BA II Plus HP 12C
Entry Method Algebraic (standard) RPN (Reverse Polish Notation)
Learning Curve Easy Steep (if unfamiliar with RPN)
Statistics Functions Dedicated worksheet Less intuitive
Bond Calculations Built-in worksheet Manual calculation
Price (approx.) $35-50 $70-120
Prep Material Support Most common Less common

Essential Setup & Settings

Before you start studying (and before the exam), configure your calculator with these essential settings. Incorrect settings are a common source of errors!

⚙️ Pre-Exam Settings Checklist
Reset to Defaults
[2ND] [+/-] [ENTER]
Clears all previous data and returns to factory settings
Set P/Y = 1 (Payments per Year)
[2ND] [I/Y] → 1 [ENTER] [2ND] [CPT]
Default is 12 (monthly). Set to 1 for most FRM problems where you input periodic rates directly.
Set C/Y = 1 (Compounding per Year)
While in P/Y menu: [↓] 1 [ENTER] [2ND] [CPT]
Should match P/Y. Setting both to 1 simplifies calculations.
Set to END Mode (not BGN)
[2ND] [PMT] → should show "END"
END = ordinary annuity (payments at end of period). Most FRM problems use END mode. If you see "BGN" displayed, press [2ND] [ENTER] to toggle.
Set Decimal Places
[2ND] [.] → 4 [ENTER] [2ND] [CPT]
4 decimal places is good for precision. You can use 9 for maximum precision.
⚠️ Critical: P/Y and C/Y Settings

The most common calculator error is forgetting to set P/Y and C/Y to 1. The default is 12 (monthly), which will give wrong answers if you're inputting annual rates. Always verify these settings before starting any TVM calculation. If you get a strange answer, check P/Y first!

Basic Operations & Memory

Key Layout Overview

The BA II Plus has three types of key functions:

  • Primary functions: Printed directly on keys (white text)
  • Secondary functions: Accessed with 2ND key (yellow text above keys)
  • Third functions: Some keys have third functions (rarely used for FRM)

Memory Functions

The BA II Plus has 10 memory slots (M0-M9). Memory is invaluable for storing intermediate results.

Memory Quick Reference
Store displayed value in memory 0 [STO] [0]
Recall value from memory 0 [RCL] [0]
Store in memory 1-9 [STO] [1] through [STO] [9]
Clear all memories [2ND] [MEM] [2ND] [CLR WORK]

Clearing Functions

Clearing Quick Reference
Clear display only [CE/C]
Clear display (pressed twice = clear all) [CE/C] [CE/C]
Clear TVM worksheet [2ND] [FV] (CLR TVM)
Clear statistics worksheet [2ND] [7] then [2ND] [CE/C]
Full reset (factory defaults) [2ND] [+/-] [ENTER]

Time Value of Money (TVM)

TVM calculations are fundamental to the FRM exam. Master these keys:

N Number of Periods
Total number of compounding periods
I/Y Interest Rate
Interest rate per period (as percentage, e.g., 5 for 5%)
PV Present Value
Present value (use negative for cash outflows)
PMT Payment
Periodic payment amount
FV Future Value
Future value (use negative for cash outflows)
CPT Compute
Press before the variable you want to solve for
💡 Sign Convention

The BA II Plus uses cash flow sign conventions: cash outflows are negative, cash inflows are positive. If you invest $1,000 today (outflow), enter PV as -1000. If you receive $1,000 (inflow), enter it as positive. Consistent sign usage prevents errors and strange results.

Example 1 Basic Present Value
Problem
What is the present value of $10,000 received in 5 years if the discount rate is 8% per year?
Keystrokes:
2ND FV (Clear TVM)
5 N
8 I/Y
10000 FV
0 PMT
CPT PV = -6,805.83
Answer
PV = $6,805.83
The negative sign indicates cash outflow (what you'd pay today). The present value is $6,805.83.
Example 2 Annuity Payment
Problem
You borrow $250,000 for a mortgage at 6% annual rate for 30 years. What is the monthly payment?
Key insight: Monthly payments mean N = 30 × 12 = 360 months, and I/Y = 6/12 = 0.5% per month.
2ND FV (Clear TVM)
360 N (30 years × 12 months)
0.5 I/Y (6% / 12 months)
250000 PV
0 FV
CPT PMT = -1,498.88
Answer
Monthly Payment = $1,498.88

Statistical Functions

The BA II Plus has a dedicated statistics worksheet essential for FRM calculations involving mean, standard deviation, and regression.

Accessing the Statistics Worksheet

2ND 7 (DATA worksheet - enter data)
2ND 8 (STAT worksheet - view statistics)

Entering Data

In the DATA worksheet, you enter X values (and optionally Y values for regression):

  • X01, X02, X03... = Your data points
  • Y01, Y02, Y03... = Second variable (for regression)
  • Use and to navigate between entries
  • Press ENTER after each value
Example 3 Mean and Standard Deviation
Problem
Calculate the mean and sample standard deviation for these returns: 5%, 8%, -2%, 12%, 6%
Step 1: Clear and enter data
2ND 7 (Enter DATA worksheet)
2ND CE/C (Clear worksheet)
5 ENTER (X01=5, skip Y01)
8 ENTER
-2 ENTER
12 ENTER
6 ENTER
Step 2: View statistics
2ND 8 (STAT worksheet)
Use to scroll through statistics
Results (scroll to find)
n = 5
x̄ (mean) = 5.8
Sx (sample std dev) = 5.07
σx (population std dev) = 4.53

Statistics Output Variables

Display Meaning FRM Application
n Number of data points Sample size
Mean of X values Expected return, average
Sx Sample standard deviation Volatility estimate (n-1 denominator)
σx Population standard deviation Volatility (n denominator)
ΣX Sum of X values Total return
ΣX² Sum of X² values Used in variance calculations

Bond Calculations

The BA II Plus has a dedicated bond worksheet that's extremely useful for FRM fixed income questions.

Accessing the Bond Worksheet

2ND 9 (BOND worksheet)

Bond Worksheet Variables

Variable Description Input Format
SDT Settlement date MM.DDYY (e.g., 1.1525 for Jan 15, 2025)
CPN Annual coupon rate As percentage (e.g., 6 for 6%)
RDT Redemption (maturity) date MM.DDYY
RV Redemption value Per $100 face (usually 100)
ACT/360 Day count convention Toggle with [2ND] [ENTER]
2/Y Coupons per year Usually 2 for semi-annual
YLD Yield to maturity As percentage
PRI Clean price Per $100 face
AI Accrued interest Per $100 face
Example 4 Bond Price from YTM
Problem
A bond has a 5% annual coupon (paid semi-annually), matures on June 15, 2030, and has a YTM of 6%. What is the price on January 15, 2025?
2ND 9 (BOND worksheet)
2ND CE/C (Clear worksheet)
1.1525 ENTER (SDT = Jan 15, 2025)
5 ENTER (CPN = 5%)
6.1530 ENTER (RDT = June 15, 2030)
100 ENTER (RV = 100)
(Check ACT/360 setting)
(Check 2/Y for semi-annual)
6 ENTER (YLD = 6%)
CPT PRI = 95.51
Answer
Clean Price = $95.51 per $100 face

Cash Flow & NPV/IRR

The Cash Flow worksheet handles uneven cash flows—essential for NPV, IRR, and project valuation questions.

Accessing the Cash Flow Worksheet

CF (Cash Flow worksheet)

Cash Flow Variables

  • CF0: Initial cash flow (usually negative for investment)
  • C01, C02, C03...: Cash flows in periods 1, 2, 3...
  • F01, F02, F03...: Frequency (how many times each cash flow occurs)
Example 5 NPV and IRR
Problem
An investment costs $10,000 today and generates cash flows of $3,000, $4,000, $5,000, and $2,000 over the next 4 years. Calculate NPV at 10% discount rate and IRR.
Step 1: Enter cash flows
CF 2ND CE/C (Clear CF worksheet)
-10000 ENTER (CF0 = -10,000)
3000 ENTER (C01 = 3,000)
(Skip F01, keep at 1)
4000 ENTER (C02 = 4,000)
5000 ENTER (C03 = 5,000)
2000 ENTER (C04 = 2,000)
Step 2: Calculate NPV
NPV
10 ENTER (I = 10%)
CPT NPV = 1,040.80
Step 3: Calculate IRR
IRR CPT IRR = 14.49%
Answers
NPV = $1,040.80 | IRR = 14.49%

Advanced Functions

Natural Logarithm (ln) and Exponential (ex)

Essential for continuous compounding, Black-Scholes, and many FRM formulas.

Logarithm & Exponential Functions
Natural log: ln(x) [value] [LN]
e to the power x: ex [value] [2ND] [LN]
Any power: xy [x] [yx] [y] [=]
Square root: √x [value] [2ND] [x²]
Example 6 Continuous Compounding
Problem
$1,000 is invested at 5% continuously compounded for 3 years. What is the future value? (FV = PV × ert)
Calculate e0.05 × 3 = e0.15
0.15 2ND LN = 1.1618
× 1000 = = 1,161.83
Answer
FV = $1,161.83

Linear Regression

The statistics worksheet also provides regression capabilities—useful for beta calculations and hedging ratios.

After entering X and Y data in the DATA worksheet, the STAT worksheet shows:

  • a (intercept): y-intercept of regression line
  • b (slope): Slope coefficient (beta in CAPM context)
  • r: Correlation coefficient

Time-Saving Shortcuts

These shortcuts can save valuable seconds on exam day:

⚡ Speed Tips
Change sign (positive/negative) [+/-]
Recall last answer [2ND] [ENTER] (ANS)
Use last TVM inputs (change one variable) Just enter new value, don't clear
Percent calculation [value] [%] (divides by 100)
Delta percent (% change) [old] [2ND] [%] [new] [=]
💡 Pro Tip: Reusing TVM Inputs

When solving similar problems, you don't need to clear TVM and re-enter everything. The calculator remembers previous inputs. Just change the variable(s) that differ and compute the new answer. This is especially useful for sensitivity analysis questions (e.g., "What if the rate changes to 7%?").

Exam Day Tips

📋 Exam Day Calculator Checklist
Bring fresh batteries
Install new batteries the day before. Bring backup batteries in your pocket (check testing center rules).
Bring a backup calculator
If possible, bring a second approved calculator. Calculator failure is rare but catastrophic.
Reset and configure settings
At the start of the exam, reset your calculator and set P/Y=1, C/Y=1, END mode.
Clear TVM before each problem
Leftover values cause errors. Press [2ND] [FV] (CLR TVM) before each new TVM calculation.
Double-check signs
Wrong signs are the most common TVM error. Verify cash outflows are negative, inflows positive.
⚠️ Calculator Covers

Remove any calculator cover or case before the exam. Testing centers may not allow covers on your desk. Practice using your calculator without the cover so it feels natural on exam day.

Practice Problems

Practice these problems until calculator operations become automatic:

Practice 1 TVM - Retirement Planning
Problem
You plan to save $500 per month for 25 years for retirement. If your investments earn 8% annual return (compounded monthly), how much will you have at retirement?
Answer
FV = $475,513.16
N=300 (25×12), I/Y=0.6667 (8/12), PV=0, PMT=-500
Practice 2 Bond YTM
Problem
A 10-year bond with 4% annual coupon (paid semi-annually) is priced at 92. What is the YTM?
Answer
YTM ≈ 4.96%
N=20, PV=-92, PMT=2, FV=100, CPT I/Y → multiply by 2
Practice 3 Statistics - Portfolio
Problem
Monthly returns for 6 months: 2%, -1%, 3%, 0.5%, -2%, 4%. Calculate the mean and sample standard deviation.
Answer
Mean = 1.083%, Sample Std Dev = 2.32%
Practice 4 Continuous Compounding - Option Pricing
Problem
Calculate the present value of $100 received in 6 months with a continuously compounded rate of 4%. (PV = FV × e-rt)
Answer
PV = $98.02
Calculate: -0.02 [2ND][LN] × 100 = 98.02

Frequently Asked Questions

What calculators are allowed on the FRM exam?

GARP allows only Texas Instruments BA II Plus (Standard or Professional) and Hewlett Packard 12C (Standard, Platinum, Prestige, or Gold). No other calculators, including graphing calculators, smartphones, or computer apps, are permitted.

BA II Plus Standard vs Professional - which should I buy?

The Standard version is sufficient for the FRM exam. The Professional version adds features like more cash flow entries and additional calculations, but these aren't necessary for exam success. Save money and buy the Standard version.

My calculator gives wrong answers - what's wrong?

The most common issues are: (1) P/Y and C/Y not set to 1 - verify with [2ND][I/Y]; (2) Wrong mode - check END vs BGN mode; (3) Sign errors - ensure cash outflows are negative; (4) Leftover values - always clear TVM before new problems with [2ND][FV].

Can I bring a calculator cover to the exam?

Policies vary by testing center, but many do not allow calculator covers on your desk during the exam. Remove the cover before the exam starts. Practice using your calculator without the cover so it feels natural on exam day.

What if my calculator breaks during the exam?

Bring a backup. Most testing centers allow you to have two approved calculators. If your primary calculator fails and you don't have a backup, alert the proctor immediately—but they cannot provide a replacement. Don't risk it; always bring a second calculator.

How do I calculate bond duration on the BA II Plus?

The BA II Plus doesn't have a built-in duration function. You'll need to calculate duration manually using the formula or TVM functions. For modified duration, you'll calculate the price change for small yield changes. This is why understanding the concepts, not just calculator buttons, is essential.

✅ Key Takeaway

Calculator proficiency comes from practice, not memorization. Use your calculator for EVERY practice problem during your FRM preparation. By exam day, keystrokes should be automatic—you shouldn't have to think about which buttons to press. The goal is to focus your mental energy on solving the problem, not operating the calculator.

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