You should always use the information provided in the
examination to answer the examination questions. Always read the
information provided in the examination carefully.
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
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.
2014 testing period
The tax tables below are provided for those taking examinations
from 01 September 2013 to 31 August 2014.
CF1, CF2, CF4,
R01, R02, R03, R04, R05, J10 and J12 Tax Tables 2013 - 2014
CF5, R06, J02, J03, J05, AF1, AF2, AF3, AF4, AF5 Tax Tables 2013 -
2013 - 2014 testing period
The CF5 Product List below is provided for those taking
examinations from 1 September 2013 to 31 August 2014. The Product
List for 2013/2014 reflects the current products and rates as shown
on the NS&I website as at 1 September 2012. Any changes to the
products listed will be examined three months after they become
CF5 Product List for examinations 01 September 2013 to 31 Aug
For those taking CF6, the Lender's criteria and product list are
provided in examinations.
CF6 Lender's Criteria and Product List 2013-2014
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.
2013 case studies
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
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
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
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