Supporting exam documents
On this page you can find copies of additional information which is provided in your examination and details of additional information sent to you beforehand.
You should always read the information provided in the examination carefully and use it to answer the examination questions.
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. We make 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.
The information provided depends on the unit being examined and for some units no additional information is given during, or prior to, the examination.
Tax tables
2023-2024 testing period
The tax tables below are provided for those taking examinations from 22 February 2024 to 31 August 2024.
CF1, LP2, R01, R02, R03, R04, R05, R07, J10 and J12 tax tables 2023-2024 (PDF)
The tax tables below are provided for those taking examinations from 1 September 2023 to 31 August 2024.
R06, J02, J05, AF1 - 5 and AF7 Tax Tables 2023-2024 (PDF)
CF6
For those taking CF6, the Lender's Criteria and Product List are provided in the examination.
CF6 Lender's Criteria and Product List (PDF)
AF7
AF7 examinations will have the following supplementary information technical resource sheet provided in the examination.
AF7 Supplementary information - technical resource sheet 2023-24 (PDF)
R06
The R06 case studies contain client information which will form the basis of the exam questions. You will not be able to take a copy of the case studies into the exam with you. The case studies will be provided in the online exam. 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 exam. 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 exam.
R06 April 2024 Case Studies (PDF)
AF5
The AF5 fact-find will contain client information which will form the basis of the report you will be required to prepare in the exam. You will not be able to take a copy of the fact-find into the exam with you. The fact-find will be provided in the online exam. There will not be any new or different information contained within the fact-find.
AF5 February 2024 Fact-find (PDF)
Supplementary information
A summary of the client's key financial objectives will be supplied as part of the examination. You should spend some time studying this information before you commence your financial plan.
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 are sitting your examination on screen, a suitable calculator will be provided and you are also allowed to use your own non-programmable calculator. The use of electronic equipment capable of being programmed to hold alphabetical or numerical data and/or formulae is prohibited. You may use a financial or scientific calculator provided it meets these requirements.