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.
Tax tables
2011 - 2012 TESTING PERIOD
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The tax tables below are provided for those taking examinations from 01 September 2011 to 31 August 2012.
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CF1, CF2, CF3, CF4, R01, R02, R03, R04 & R05 Tax Tables 2011 - 2012 |
CF5 Tax Tables 2011 - 2012 |
J01, J02, J03, J04, J05, J06, AF1, AF2, AF3, AF4, AF5 & R06 Tax Tables 2011 - 2012
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Product lists
2011 - 2012 TESTING PERIOD
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The CF5 Product List below is provided for those taking examinations from 1 September 2011 to 31 August 2012. The Product List for 2011/2012 reflects the current products and rates as shown on the NS&I website as at 1 September 2011. Any changes to the products listed will be examined three months after they become legally effective.
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CF5 Product List for examinations 01 September 2011 to 31 Aug 2012 |
CF6
For those taking CF6, the Lender’s criteria and product list are provided in examinations.
CF6 Lenders Criteria and Product List
R06
For those taking R06 two case studies will be sent to candidates two weeks before the examination. 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.
**An error has been identified in the R06 January 2012 case study 1. The correction is identified in red and can be accessed on the following link:**
R06 January 2012 case study corrected version 13 January 2012
AF5
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.
Download the AF5 fact-find here.
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.
510
For those taking unit 510, the formula sheet will be printed at the back of the examination paper.
510 Formula Sheet
Compound interest
Compound interest tables are NOT provided in examinations (including R06). 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.
