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July 2020

CII July 2020 exams - Please note this page will be updated with new information regularly.

6th July 2020 - AF7 Pension Transfers & R06 Financial Planning Practice

7th July 2020 - AF1 Personal Tax and Trust Planning & AF5 Financial Planning Process

Results will be released via MyCII on 28th August. 

Please check the FAQs page for any questions that you may have.

As test centres remain closed due to the COVID-19 pandemic, candidates can now take the exams listed above online via remote invigilation. This page provides information on environmental and system conditions required when taking online exams.

Your exam

Your exam will follow the structure set out in the exam guide for your unit. However, it will be delivered in an onscreen format and invigilated remotely through security checks and recording and monitoring of you taking the exam.
The onscreen format will involve typing your answers. Please note that you will be using an onscreen calculator rather than your calculator.  The supplementary information and tax tables will also be provided within the onscreen exam.

Please familiarise yourself with the assessment platform you will be using to take your exam on the 6th and 7th of July here. Please note, although based on AF1, this example test is designed for all candidates and while there might be slight  differences in layout it will give you a good idea of how to navigate and use the platform functionality.

Remote invigilation

For these exceptional sittings, you will be recorded undertaking your examination. There will not be anyone present on the day to guide you through the process, so it is extremely important that you read all guidance, rules and instructions carefully and act upon them.  

Technical requirements

You must check the equipment you plan to use on the exam day is suitable here.

These are in addition to the below requirements:



Operating System 

Windows 7, 8, 8.1, 10, 32bit (x86) and 64bit (x64) 

Mac OS X 10.12 and higher  


Recommended + 2 GB 

Free Disk Space 

1 GB 

Screen resolution 

1368 X 769 or higher 


300 Kbps upload and download 

Minimum web camera resolution 

640 X 480 


Ability to download and install software (admin rights required) 

A standalone monitor can be used with a laptop but the laptop screen must be closed at all times. In this situation you will need to have a separate webcam on the standalone monitor.  In order to be invigilated effectively, you need to continuously look at the single screen, rather than look from side to side and therefore you are not able to have two screens. 


If you plan on using a laptop or PC supplied by your employer, please be aware that you will be required to download and install a secure browser. We strongly suggest making your IT team aware and inform them of the following whitelisting information.

Access to these sites is required: ( ( (

Secure browser download

You will need to download and install the PSI secure browser to access your exam, we recommend you do this in advance of your exam. Please follow these steps:

  1. Navigate to
  2. Click Download Software
  3. Once download is complete, click on the completed download to launch
  4. You will be required to check that your microphone is working
  5. The Exam Information screen will not be active until the day of your exam, you can now close the browser. Please ignore the Test Taker Survey

On the day of your exam, simply launch the PSI secure browser from its saved location.

How does it work?

To gain a better understanding of what to expect from your online exam, please watch PSI’s YouTube video here.  Please note, in addition to the room scan indicated in this video, you need to bring a reflective surface such as a mirror, so you can display the screen, webcam, keyboard and edges of your monitor/ screen during the recorded room scan. Watch this video to see this demonstrated. You will not be instructed to do so but are required to do so by the CII.

If you have blank A4 paper sheets for notes and / or a post-it note with your log in details (see rules below - maximum 2 sheets of A4 and 1 post-it note), you will need to show both sides of the post-it note and each piece of paper during the room scan. You will not be instructed to do so but you are required to do so by the CII.  

How to access your exam

On the day of your exam, simply launch the PSI secure browser from its saved location.

Logging in and starting your exam

Username = your CII PIN (9 numbers and 1 capital letter) 

Password = your surname (first letter capitalised) + the last 4 numbers of your PIN

The surname used in your password will be exactly as it is shown on MyCII, apart from for surnames containing two or more names please omit the spaces. For hyphenated surnames, please include the hyphen and visit MyCII to note where capital letters have been used.

Example: Username: 001234567A Password: Smith4567

Please be aware that your scheduled start time is approximate, and you should allow for additional logging in time of around 30 minutes to allow plenty of time for pre-exam checks (e.g. security checks and room scan). 

You must be logged on to the secure browser at least 15 minutes before the scheduled start time. If you log in more than 15 minutes after your scheduled start time, you may not be allowed to take your exam.

Practical tips

Request members of your household to stay off, or refrain from heavy use of the internet during your exam. Streaming video content, online gaming and similar activities can heavily impact your WiFi performance or internet connectivity speed.  

Where possible position your laptop or PC in an area where the WiFi signal is the strongest or connect directly to the router via an Ethernet cable.

Make sure that you perform the system setup and checks on the same laptop or PC on which you will take the exam.

Exam rules


1. Adjustments

Access arrangements

The CII is committed to creating and maintaining conditions which give access to its education assessment provision regardless of age, disability, marriage/civil partnership, pregnancy/maternity, race, religion or belief, sex, sexual orientation or transgender to allow candidates to maximise their potential to the best of their abilities.

The CII acts at all times to ensure that no unfair barriers apply to those seeking to gain the qualifications it offers. The CII is committed to giving all candidates an equal opportunity of achieving its qualifications in line with current applicable directives.

The CII carries its equal opportunities policy through to cover all the assessments it administers. Provisions are made for candidates who have different educational requirements or disabilities including, but not restricted to those who are dyslexic, blind, partially sighted or those with dexterity impediments.


Reasonable adjustments

If you have a disability or a condition which you believe may require an adjustment to be made to the assessment process, please apply in writing to  enclosing evidence from a doctor demonstrating appropriate specialist qualifications or a professional, such as a Chartered Educational or Occupational Psychologist, an Associate Member of the British Dyslexia Association or specialist trained teacher holding Approved Teacher Status accredited by the BDA, confirming your condition and explaining how your performance could be affected and what steps can be taken to ensure you can perform to your full potential. Applications without verifiable evidence, such as an appropriate diagnostic report, will not be considered.

Examples of ways in which we can assist candidates who apply to us in advance are shown below:

  • Dyslexia – extra time
  • Vision impairment – extra time
  • Arthritis – extra time for rest/stretch breaks 
  • Diabetes – extra time to check blood sugar levels, eat or take required medication

While the CII will take all reasonable steps to meet the request, it may not be possible to do so if there is insufficient time to make the arrangements.

Special consideration

If at the time of the examination, a candidate considers there are circumstances that need to be taken into account in assessing their performance, they must apply for special consideration to within five working days of the examination. The grounds acceptable for special consideration include:

  • An illness or a special need at the time of the examination (e.g. vomiting or fainting)

A candidate who is unwell before attending the exam may wish to consider postponing or cancelling their exam entry. For more information on our policy for illness please see below.

It is expected that candidates will have made use of all available support services (i.e. where a special need is known about prior to the examination) before making a request for special consideration.

Please note that the CII does not provide aegrotats (which are awards made to candidates who are unable, through temporary illness, injury or indisposition, to complete all of the usual assessment requirements).

2. Recording and data

The examination will be recorded via the webcam facility with audio and video connections. Screen-sharing technology allows the CII to ensure the examination is carried out with integrity. By taking the examination, you are giving your consent to being recorded. The CII is not liable for failure or fault with candidates’ equipment or internet connection at any stage of an assessment.

The CII ensures that it processes Personal Information in compliance with applicable data protection laws, including, without limitation, the General Data Protection Regulation 2016/679 ("GDPR") and the Data Protection Act 2018. For further information, including our data processing practices, please read our Privacy Statement

Where your employer pays for any of your tuition including e-learning, exam entries, assessments, study texts or membership fees, the CII will, upon the employer's request provide your employer with details of your membership status and/or exam record including attempts and results, unless you notify us to the contrary by contacting Customer Service.

Organisations other than the CII sponsor prizes and awards based on CII exam performance. If you do not wish any information to be passed on to these organisations, please contact Customer Service.

The 3rd party remote invigilation provider is based in the USA. As a result, there will be a transfer of your personal data to the USA. By electing to take your exam via remote invigilation you are required to accept any terms and conditions required by the 3rd party provider for remote invigilation, and you are consenting to your personal data being processed and stored in the USA for remote invigilation.

3. Exam Documentation

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.

4. Being on time

Ensure you have plenty of time to log on to your examination at least 15 minutes before the start.  If you log on more than 15 minutes after your scheduled start time, you may not be allowed to take your examination.

You will be required to download a Secure Browser add-on prior to testing. This is an extra layer of security that will ensure no other application is open during the exam. It is advised that you complete the download before attending the exam to ensure you meet your examination window. Directions for downloading this browser will be provided before the examination. 

5. Identification

Please check your personal details on MYCII are up to date and correct as your identification will be matched to these details. For all examinations, you will need to supply a form of identification.

Forms of identification do not have to be in English, however, all identification must be written in the modern Latin alphabet (in addition to any other language/alphabet used) and match the details held on MYCII.

Acceptable forms of identification are: 

  • a current passport 
  • a valid driving licence containing both, your photograph and signature 
  • a national identity document containing both, your photograph and signature - this excludes UK National Identity Cards.

All forms of identification should be presented in their original form and photocopies will not be accepted.

If you do not hold one of these forms of identification, you will be expected to obtain one before the exam. If you fail to present an acceptable form of identification during the identification checks, you will not be allowed to take your exam.

6. Electronic devices

An on-screen calculator will be provided. The use of all electronic devices is prohibited. Mobile phones (including iPhones/smartphones), calculators, smart watches, smart glasses and all similar devices are prohibited.

7. Hearing aids and Ear plugs

Hearing aids are only permitted when requested prior to the sitting. Please apply following the guidelines on reasonable adjustments above. 

Ear plugs are not allowed. 

8. Conduct during the examination

  1. All required reference materials will be provided for you on screen. You must not take into the examination room any unauthorised materials or items or consult in any way, any book, paper (other than any permitted blank paper or post-it note in point 12 below), document or other written, typed or printed matter. Unauthorised materials include, for example, tax tables, electronic devices (see above), leaflets, non-transparent lids or cases.
  2. You may not consume any food while taking the examination.
  3. Drinks: you are allowed a bottle of water or similar, but it must be a clear, transparent bottle with the label removed.
  4. Toilet breaks: For exams lasting less than 3 hours, toilet breaks are not allowed.  Please ensure you take adequate precautions prior to your exam.  For exams lasting 3-hours or more you are not expected to take a toilet break.  In the event of urgent necessity, a short toilet break can be taken. This will be reported to the CII.  The CII will review each case and reserves the right to withhold results. If you require an adjustment to this rule, please apply following the guidelines on reasonable adjustments above.
  5. You must not communicate with, or willingly receive communication from any person during the examination.
  6. You must not read or attempt to read or copy any information from any other person.
  7. You must not behave in a rude, discourteous or disruptive manner. 
  8. You must not act in an unprofessional manner. Disciplinary action may be taken against any candidate suspected of unprofessional conduct or committing a breach of these examination rules.
  9. Your web cam must allow you to do a 360-degree scan of the room, so needs to be easily lifted and moved throughout the room.
  10. You need to bring a reflective surface such as a mirror, so you can show the edges of your monitor/laptop to your invigilator.
  11. The lighting of your room should be of daylight quality and overhead lighting is preferred. If overhead lighting is not possible, please make sure that your light source is not directly behind you because it will make it difficult for your invigilator to see you.
  12. You can take in 1 post-it note with your login details on and 2 sheets of A4 blank white paper on the day to make notes.You will need to show both sides of the post-it note and blank paper in the room scan. You can also take in a pen to make notes.
  13. All mobile phones, briefcases, handbags, books, revision notes must be locked away or left outside the room in which you are taking the examination.
  14. Close all programs, applications and websites unless instructed to open them for the purpose of taking the exam.
  15. Ensure that your exam is held in a well-lit, quiet and private location and that no one is allowed in the room.
  16. Remove any hats, sunglasses and headphones.
  17. Remove any tablets or smart watches.
  18. Remove any computers, electronic devices or laptops that are not connected with the live exam.
  19. Remove any physical calculators.

9. Issues encountered during the examination

  1. If you encounter an issue with accessing your exam, please try the online support here and click "Live Support Online" which is located beneath the login box on the left hand side of the page. If for any reason you are unable to access the online support please call +44 (0)80 8273 9244 for support.
  2. If an issue occurs during the test, in the first instance you should utilise the inbuilt online chat facility. 
  3. If an issue occurs, or there is a technical problem once the examination has started, if time remains, you can attempt to restart the exam via the route you first accessed it.  If the time delay is too long, or you were not monitored, your result may be withheld. If you are not immediately able to re-enter the exam, you must therefore immediately call the emergency exam day number for support: +44 (0)20 8530 0806 (please note this number is only active on the 6th and 7th of July).
  4. You may lose unsaved assessment responses if there is a system or internet connectivity error during your assessment. We therefore advise that you save your response to a question regularly even when you have not yet completed your answer.  To do this, move from the question you are working on to the next, your work will be saved. You can then navigate back to the question you are working on and continue.  
  5. The CII is not liable for issues with the completion of an examination caused by faults with candidates’ equipment or internet connection. However, if you encounter problems with your equipment, please call our emergency exam day number above so that we can identify ways in which we can assist you.
  6. The CII are not liable for the failure or fault with candidates’ equipment or internet connection, and/or any subsequent impact on an assessment at any stage of an assessment. However, if you encounter problems with your equipment, please call +44 (0)80 8273 9244 for support.

10. Syllabuses

Please note examinations are based on the published syllabuses; you can find syllabuses in the relevant qualification section on this website.

11. Liability

The CII's liability is limited to a complete refund of the entry fee paid for the exam concerned.

Nothing in these conditions excludes or limits the liability of CII:

(a) For death or personal injury caused by the negligence of CII

(b) For any matter which it would be unlawful for CII to exclude or attempt to exclude its liability


12. Legislation

Candidates should refer to the syllabus and CII updates, on the unit shop page of the CII website, for the general testing position and the latest information on changes to legislation and industry practice and when they will be examined.

In all instances, the CII employs best endeavours to ensure that examinations meet the specified criteria.

13. Technical changes

Exams are based on the published syllabuses which are available online at on the unit shop page of the CII website. It is important that you keep yourself informed of any changes which may occur affecting the units you are studying by using material suggested in the reading lists on the syllabuses in the relevant qualification section of this website.

The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known, but it cannot guarantee this in time for a particular exam. Candidates should refer to the CII updates, via the link on the unit shop page of the CII website, for the latest information on changes to law and practice and when they will be examined.

14. Disciplinary action

Disciplinary action may be taken against any candidate for dishonourable or unprofessional conduct or committing a breach of the exam regulations. Penalties may be imposed for falsification of documents or cheating during an exam. The CII reserves the right to notify the relevant regulatory body of any disciplinary action taken.

15. Publication of results

The CII reserves the right to publish exam results, whether a pass or failure. Pass lists are published only after results have been issued to candidates.

16. These rules are in addition to the Terms and Conditions detailed on the CII website.