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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    

2018-2019 testing period

The tax tables below are provided for those taking examinations from 1 September 2018 to 31 August 2019.

CF1, LP2, R01, R02, R03, R04, R05, R07, J10 and J12 tax tables 2018-2019 (PDF)

R06, J02, J03, J05, AF1 - 5 and AF7 Tax Tables 2018-2019 (PDF)

Products lists 

2018-2019 testing period

CF6

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

CF6 Lender's Criteria and Product List (PDF)

Supplementary information pension papers

From October 2017, AF7 examination papers will have the following supplementary information sheet provided in the examination paper:

Supplementary information pension papers (PDF)

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.

R06 October 2018 case studies (PDF)

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.

AF5 October 2018 fact-find (PDF)

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.