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Supporting exam documents


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 differ.

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

2013 - 2014 testing period

The tax tables below are provided for those taking examinations from 01 September 2013 to 31 August 2014.

Pdf icon small CF1, CF2, CF4, R01, R02, R03, R04, R05, J10 and J12 Tax Tables 2013 - 2014

Pdf icon small CF5, J02, J03, J05, R06, AF1-AF5 Tax Tables 2013 - 2014

2014 - 2015 testing period

The tax tables below are provided for those taking examinations from 01 September 2014 to 31 August 2015.

Pdf icon small CF1, CF2, CF4, R01, R02, R03, R04, R05, J10 and J12 Tax Tables 2014 - 2015

Pdf icon small  CF5, R06, J02, J03, J05, AF1, AF2, AF3, AF4, AF5 Tax Tables 2014 - 2015

Products lists

2014 - 2015 testing period

The CF5 Product List below is provided for those taking examinations from 1 September 2014 to 31 August 2015. Any changes to the products listed will be examined three months after they become legally effective.

Pdf icon small CF5 Product List 2014-2015

 CF6

For those taking CF6, the Lender's criteria and product list are provided in examinations.

Pdf icon small  CF6 Lender's Criteria and Product List 2013-2014

2014 - 2015 testing period

CF6

For those taking CF6, the Lender's criteria and product list are provided in examinations.

Pdf icon small   CF6 Lender's Criteria and Product List 2014-2015

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.

Pdf icon small R06 July 2014 case studies

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.

Pdf icon small 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.

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.

What you need to know

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