QFA Financial Advice exam-day guide
QFA Financial Advice · Prepare for the day ahead.
Your checklist
Government-issued photo ID
Bring the original, unexpired ID you used to register-typically a passport or driver's licence. Confirm with the provider which forms of ID are accepted and whether a secondary ID is required.
Exam admission or confirmation document
Print or save the confirmation email/letter showing your candidate number, test centre address, and appointment time. Check whether the provider requires a printed copy or accepts a digital version.
Appointment time and venue details
Note the exact reporting time (usually earlier than the start time) and the full address, including building and room. Plan your route and allow extra time for security or check-in.
Permitted calculator
Confirm with the provider which calculator models are allowed and whether an on-screen calculator is provided. If a physical calculator is permitted, bring only the approved model with fresh batteries.
Writing materials
Bring pens/pencils only if the provider permits them. Many computer-based exams supply materials or prohibit bringing your own. Check the candidate handbook.
Personal items plan
Know the rules for phones, watches, bags, and notes-usually they must be stored away from the desk or left outside the room. Confirm whether lockers are available.
Break and refreshment policy
Confirm whether breaks are allowed, whether they are timed, and whether water or snacks can be brought into the room. If you have a medical need, arrange any accommodation in advance.
Review the exam format and instructions
Re-read the candidate handbook for question types, time allocation, and any on-screen tools. Know how to flag questions and move between sections.
Confirm scoring and pass mark
Check the provider's published scoring rules (e.g., number of questions, pass mark, whether negative marking applies). Do not assume-verify with the provider.
Prepare a study summary sheet
Create a one-page summary of key formulas, definitions, and regulatory points for last-minute review. Use it only before the exam, not during.
Plan for contingencies
Save the test centre contact number and know the procedure if you are delayed or unable to attend. Check the provider's policy on rescheduling or emergencies.
Rest and logistics
Arrange transport, confirm parking or public transport times, and plan for a light meal beforehand. Aim for a normal night's sleep.
Plan the day
Confirm your appointment details, ID requirements, and permitted items with the provider. Review your summary sheet and practice questions, focusing on weak areas. Avoid cramming new material; consolidate what you already know.
Pack your ID, confirmation document, and any permitted items. Re-check the venue address and travel plan. Do a light review of key formulas and definitions, then stop studying early. Get a full night's sleep.
Eat a normal breakfast and stay hydrated. Arrive at the test centre with extra time to spare. Leave phones and unauthorized items as instructed. Do a brief, calm review of your summary sheet if permitted while waiting.
Read the instructions carefully and note the time limit. Answer easier questions first, flag difficult ones, and return to them. Keep an eye on the clock and allocate time to review flagged questions. For scenario-based questions, identify the client's objective and constraints before selecting an answer.
Rules to check
Bring the original, valid photo ID specified by the provider. Expired or photocopied ID is typically not accepted-confirm the exact requirements with the provider.
Arrive at the reporting time stated in your admission document. Late arrivals may be refused entry or given reduced time; check the provider's late-arrival policy.
Do not bring unauthorized materials into the exam room. Phones, smart watches, notes, and bags must be stored as directed. Possession of prohibited items may lead to invalidation-confirm the rules with the provider.
Follow all instructions from invigilators. Any communication with other candidates during the exam is prohibited.
Breaks are generally not permitted during the exam unless specified. If you need to leave the room, you may be escorted and the clock may continue-confirm the break policy with the provider.
Scoring is based on the number of correct answers; confirm whether negative marking applies and what the pass mark is. Do not assume a guessing penalty without verifying with the provider.
If you experience a technical issue during a computer-based exam, raise your hand immediately and follow the invigilator's instructions. Do not attempt to fix equipment yourself.
Report any illness or emergency to the invigilator. The provider's policy on deferred or rescheduled exams will apply-ask for details rather than assuming.