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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.

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 2021.

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 Trusts Workbook

2 November 2020 Page 46 question and page 109 answer now read ‘How is a lump sum death benefit from a pension scheme generally treated for IHT purposes?’

New Version: AF1Wkbk010920v2

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

AF5 Study Notes

12 April 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: AF5StudyNotes010920v2

AF5 Study Notes Taster

12 April 2021 Improvements have been made to this resource to further support your learning. You can download an updated copy here.

File Name: AF5StudyNotesTaster

AF7 Mock Paper Set 1

2 March 2021 In the Model Answer for Question 9, the reference has been changed to Chapter 5 Section D4.

New Version: AF7Set1010920v3

18 December 2020 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: AF7Set1010920v2

AF7 Mock Paper Set 2

18 December 2020 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: AF7Set2010920v2

AF7 Mock Paper Set 3

18 December 2020 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: AF7Set3010920v2

AF7 Mock Paper Taster

18 December 2020 Improvements have been made to this resource to further support your learning. You can download an updated copy here.

File Name: AF7MockTaster

AF7 Core Knowledge

24 March 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: AF7CoreKnowledge010920v2

AF7 Core Knowledge Taster

24 March 2021 Improvements have been made to this resource to further support your learning. You can download an updated copy here.

File Name: AF7CoreKnowledgeTaster

AF7 Study Notes

19 January 2021 Our AF7 Study Notes have been improved to further support your learning and are now called AF7 Revision Notes. If you’ve previously bought the 19/20 version of our AF7 Study Notes, please contact our customer service team to request your complimentary version of the AF7 Revision Notes.

CF1 Mock Paper Set 2

10 December 2020 Question 10 – answer amended to A.

New Version: CF1Set2010920v2

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

CF6 Mock Paper Set 2

19 April 2021 Question 100 – typo ‘attitude tor risk’ amended to ‘attitude to risk’

New Version: CF6Set2010920v2

CF8 Mock Paper Set 1

18 December 2020 First part of Question 35 amended to: “Amanda, who lived in England, has died without leaving a will…”

New Version: CF8Set1010920v2

J02 Trusts Workbook

16 April 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: J02Wkbk010920v3

2 November 2020 Page 46 question and page 109 answer now read ‘How is a lump sum death benefit from a pension scheme generally treated for IHT purposes?’

New Version: J02Wkbk010920v2

J02 Trusts Workbook Taster

16 April 2021 Improvements have been made to this resource to further support your learning. You can download an updated copy here.

File Name: J02WkbkTaster

J02 Audio Masterclasses

27 January 2021 Masterclass 2 – This resource will be updated in due course to reflect the fact that the ‘Deprivation of Liberty Safeguards’ are now known as ‘Liberty Protection Safeguards’.

J05 Study Notes

10 March 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: J05StudyNotes010920v2

J05 Study Notes Taster

10 March 2021 Improvements have been made to this resource to further support your learning. You can download an updated copy here.

Filename: J05StudyNotesTaster

J10 Mock Paper Set 2

30 March 2021 Questions 71 option B amended and 74 option D amended for Gordon’s Growth Model.

New Version: J10Set2010920v2

J12 Calculation Workbook

18 December 2020 Section 13 – updated answers/Section 41 simplified answer. Please contact our customer service team to request your updated copy.

New Version: J12CalcWkbk010920v3

24 November 2020 Section 27, Page 95 – reference has been amended to ‘Chapter 8’.

New Version: J12CalcWkbk010920v2

J12 Calculation Workbook Taster

18 December 2020 Section 13 – updated answers/Section 41 simplified answer. You can download an updated copy here.

Filename: J12CalcTaster

LP2 Mock Paper Set 1

14 December 2020 Question 73 – date amended to ‘2020/21’

New Version: LP2Set1010920v2

R01 Mock Paper Set 1

27 January 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: R01Set1010920v2

R01 Mock Paper Set 2

27 January 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: R01Set2010920v2

R01 Mock Paper Set 3

27 January 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: R01Set3010920v2

R01 Study Notes

10 December 2020 Due to a change in the CII Study Text, on Page 7, in the table, the first bullet point under ‘Global’ has been changed from ‘Financial Stability Forum (FSF)’ to ‘Financial Stability Board’

New Version: R01StudyNotes010920v2

R01 Study Notes Taster

10 December 2020 Due to a change in the CII Study Text, on Page 7, in the table, the first bullet point under ‘Global’ has been changed from ‘Financial Stability Forum (FSF)’ to ‘Financial Stability Board’

Filename: R01StudyNotesTaster

R01 E-Learning

18 December 2020 Due to a change in the CII Study Text, Module 1 Slide 16 has been amended to reflect that the Financial Stability Board has replaced Financial Stability Forum.

New Version: R01Module1Video2021v2

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 Mock Paper Set 1

15 April 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: R03Set1010920v2

R03 Mock Paper Set 2

15 April 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: R03Set2010920v2

R03 Mock Paper Set 3

15 April 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: R03Set3010920v2

R03 Calculation Workbook

15 April 2021 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.

New Version: R03CalcWkbk010920v2

R03 Calculation Workbook Taster

15 April 2021 Improvements have been made to this resource to further support your learning. You can download an updated copy here.

File Name: R03CalcTaster

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 our customer service team to request your updated copy.

New Version: R04Set1010920v2

R04 Mock Paper Set 2

30 March 2021 Question 12 has been changed to:
Joyce registered for Primary protection with a fund at A-day valued at £2m. Assuming a lifetime allowance for Joyce of £2.4m at the point when Joyce crystallises her fund, what can her fund build to before any lifetime allowance charge is levied? A. £2.0m; B. £2.4m; C. £2.7m; D. £3.2m. Answer is D, Reference is Chapter 3, Section C1.

New Version: R04Set2010920v3

4 September 2020 The page numbering has been corrected. Please contact our customer service team to request your updated copy.

New Version: R04Set2010920v2

R07 Mock Paper Set 1

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

New Version: R07Set1010920v2