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Learning resource updates

This page details updates made to our learning resources. You should visit this page periodically to ensure you do not miss any updates. Updates can result from a change in exam syllabus, an amendment to the relevant CII study text directly affecting our resources, typographical errors or more complex issues.

Filter updates:

All Financial Services Exams

All resources for AF, CF, ER, FA, J0, LP, and R0 have been updated in accordance with the new syllabus examinable from 1 September 2020.  If you purchased the 2019/20 versions, contact us to receive the updated versions free of charge*. Note that e-learning modules have been updated on our website, and the material found there now reflects the new examinable tax year.

*Note this does not apply to: IF exams whose examinable year ends on 31 Dec; the e-learning videos, which have a 6-month subscription, those resources which have been discontinued, or our R03 hard copy study text.

AF1 Mock Paper Set 1

15 October 2020 Q1 case study now reads ‘In addition, Adco make a pension contribution of 15% of basic salary into the firm’s workplace group personal pension scheme on the condition that Peter contributes 7.5%.

New Version: AF1Set1010920v2

AF1 Study Notes

8 October 2020 Page 10 – in ‘Salaried members of LLPs’, it now reads ‘Taxed under self-assessment (rather than PAYE) if more than 20% pay based on profits of LLP or have significant say in running of LLP or have made significant capital contribution to LLP (25% of LLP income plus)’

Page 64 – NS&I Investment Account minimum investment now reads £20, rather than £20m

New Version: AF1StudyNotes010920v2

CF1 Study Notes

31 August 2020 Due to a change in the CII Study Text, on Page 35, in the bullet point regarding Help to Buy ISAs, “however it is possible for existing savers to claim bonus until 2029.” has been changed to “existing savers can continue to save until 30 November 2029 and have until 1 December 2030 to claim the Government bonus.”

New Version: CF1StudyNotes010920v2

R02 Mock Paper Set 3

15 October 2020 Q94 Option D has been amended slightly to read: “fund manager of fund B has added the most value.”

New Version: R02Set3010920v2

R02 Calculation Workbook

25 September 2020 Section 19, Question 1 – figures have been changed to £15,300 and £20,300

New Version: R02CalcWkbk010920v2

R02 Calculation Workbook Taster

25 September 2020 Section 19, Question 1 – figures have been changed to £15,300 and £20,300.

Filename: R02CalcTaster

R03 Revision Notes

8 October 2020 Page 5 – in ‘Salaried members of LLPs’, it now reads ‘Taxed under self-assessment (rather than PAYE) if more than 20% pay based on profits of LLP or have significant say in running of LLP or have made significant capital contribution to LLP (25% of LLP income plus)’

Page 60 – NS&I Investment Account minimum investment now reads £20, rather than £20m

New Version: R03StudyNotes010920v2

R03 Revision Notes Taster

8 October 2020 Page 5 – in ‘Salaried members of LLPs’, it now reads ‘Taxed under self-assessment (rather than PAYE) if more than 20% pay based on profits of LLP or have significant say in running of LLP or have made significant capital contribution to LLP (25% of LLP income plus)’

Filename: R03StudyNotesTaster

R03 Study Text

8 October 2020 Page 9 – 1.2.1.4 now reads ‘Members are taxed as employees (i.e. under PAYE) and referred to as ‘salaried members’ unless:’

Relates to: R03 Study Text 20/21 First Edition

R03 Study Text Taster

8 October 2020 Page 9 – 1.2.1.4 now reads ‘Members are taxed as employees (i.e. under PAYE) and referred to as ‘salaried members’ unless:’

Filename: R03StudyTextTaster

R04 Mock Paper Set 1

4 September 2020 The page numbering has been corrected. Please contact Enquiries to request your updated copy.

New Version: R04Set1010920v2

R04 Mock Paper Set 2

4 September 2020 The page numbering has been corrected. Please contact Enquiries to request your updated copy.

New Version: R04Set2010920v2

R07 Mock Paper Set 1

18 September 2020 The answer to Question 4 has been amended to A.

New Version: R07Set1010920v2

All Insurance Exams

All resources for IF1, IF2, IF3, IF4 and IF5 have been updated in accordance with the new syllabus examinable from 1 January 2020. If you purchased the 2019 versions, contact us to receive the updated versions free of charge.