Information provided before and in the exam
On this page you can find copies of additional information which is provided to you in your examination and details of additional information sent to you before 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 in or sent prior to the examination.
Emergency Budget - 22 June
The changes announced in the emergency budget on 22 June 2010 will be tested, where applicable under the syllabus, from 1 September 2010 or from the date that they come into effect if later.
The tax tables below are provided for those taking examinations from 01 September 2008 to 31 August 2009.
The tax tables below are provided for those taking examinations from 01 September 2009 to 31 August 2010.
The CF5 product list below is provided for those taking a CF5 examination in the testing period 01 September 2008 to 31 August 2009.
The CF5 product list below is provided for those taking a CF5 examination in the testing period 01 September 2009 to 31 August 2010.
CF6
For those taking CF6, the Lender’s criteria and product list are provided in examinations.
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J01,J02,J03,J04,J05,J06,J08,AF1,AF2,AF3,AF4 and AF5
For those taking diploma or advanced diploma in financial planning units J01, J02, J03, J04, J05, J06, J08, AF1, AF2, AF3, AF4 and AF5, the tax tables below are provided in the examination for the April and July 2009 sittings.
For those taking diploma or advanced diploma in financial planning units J01, J02, J03, J04, J05, J06, J08, AF1, AF2, AF3, AF4 and AF5, the tax tables below are provided in the examination for the October 2009 and April and July 2010 sittings.
Compound interest tables are NOT provided in examinations (including J08). Candidates are expected to be able to perform compound interest calculations using the appropriate formulae and should prepare accordingly. A calculator capable of carrying out compound interest calculations can be used for this purpose.
If you bring a calculator into the examination room, it must be a silent battery or solar-powered non-programmable calculator. The use of electronic equipment capable of being programmed to hold alphabetic or numerical data and/or formulae is prohibited. You may use a financial or scientific calculator, provided it meets these requirements.
For those taking J08 two case studies will be sent to candidates two weeks before the examination and will be available to download here. They will contain client information which will form the basis of the exam questions. You will not be able to take your pre-released copy of the case studies 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 case studies. The exam questions will focus on the client’s financial objectives identified from the case studies and will be supplied as part of the examination paper. You should spend some time studying the information contained within the case studies to familiarise yourself with the client’s circumstances and to consider possible solutions before the examination.
For those taking AF5 a fact-find will be sent to candidates two weeks before the examination and will be available to download here. 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.
For those taking unit 510, the formula sheet will be printed at the back of the examination paper.
The tax tables below are provided for those taking examinations from 12 July to 31 August 2010.
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