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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. 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 during, or sent prior to, the examination.

Tax tables  

2020-2021 testing period

The tax tables below are provided for those taking examinations from 1 September 2020 to 31 August 2021.

CF1, LP2, R01, R02, R03, R04, R05, R07, J10 and J12 tax tables 2020-2021 (PDF)

R06, J02, J03, J05, AF1 - 5 and AF7 Tax Tables 2020-2021 (PDF)

Products list

CF6

For those taking CF6, the Lender's Criteria and Product List are provided in examinations.

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 (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 October 2020 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 October 2020 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 should not bring your own calculator to the examination. If sitting your examination on paper, you can bring a calculator into the examination room, however, 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.

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