Important Information Provided in Exams
On this page you can find copies of additional information which is provided to you in your examination.
Please note you will not be able to take this additional information with you into your examination. It will be provided, as detailed below, in the examination.
The documents available on this page are provided for study purposes only. The CII makes every effort to ensure they reflect exactly the information you will receive in the examination however it is possible that some detailed rates, figures etc may differ.
You should always use the information provided in the examination to answer the examination questions. Always read the information provided in the examination carefully.
The information provided depends on the unit being examined and for some units no additional information is given. Click on the links below to take you to the relevant section:
- CF1,CF2,CF3,CF4 and CF5
- CF6
- J01,J02,J03,J04,J05,J06,AF1,AF2,AF3,AF4 and AF5
- 510
- AF5
CF1,CF2,CF3,CF4 and CF5
Tax tables
The tax tables labelled “Tax tables CF1-5 for examinations 1 Sept 07 to 31 Aug 08” in the download section below are provided for those taking examinations from 1 September 2007 to 31 August 2008.
Click here to go to the downloads section.
CF5 Product List
The CF5 product list, labelled “CF5 Product List for examinations 1 Sept 07 to 31 Aug 08” in the download section below, is provided for those taking a CF5 examination in the testing period 01 September 2007 to 31 August 2008 .
Click here to go to the downloads section.
CF6
For those taking CF6, the Lender’s criteria and product list labelled “CF6 Lender’s criteria and product list” in the downloads section below are provided in examinations.
Click here to go to the downloads section
J01, J02, J03, J04, J05, J06,
AF1, AF2, AF3, AF4 and AF5
For those taking diploma or advanced diploma in financial planning units J01, J02, J03, J04, J05, J06, AF1, AF2, AF3, AF4 and AF5, the tax tables labelled “Adip/dip FP tax tables Oct 07 and April 08” in the download section below are provided in the examination for the October 2007 and April 2008 sittings.
Click here to go to the downloads section.
510
For those taking unit 510, the formula sheet labelled “510 formula sheet” in the download section below is provided in the exam.
Click here to go to the downloads section
AF5
For those taking AF5 a fact-find will be sent to candidates two weeks before the examination. It will contain client information which will form the basis of the report you will be required to prepare in the examination.
You will not be able to take your pre-released copy of the fact-find into the examination with you. You will be issued with an identical fresh copy. There will not be any new or different information contained within the fact-find.
Supplementary information
A summary of the client’s key financial objectives will be supplied as part of the examination paper. You should spend some time studying this information before you commence your financial plan.
