Preparing for your Assessment

Choose somewhere quiet and private, with a reliable internet connection, where you will not be disturbed or interrupted.

Make sure you have a comfortable place to sit for the duration of your assessment.

Before booking or taking an assessment, please read the candidate quick start guide. It outlines the correct requirements you need to successfully take your exam online.

Make sure you have also read the Assessment Rules and Regulations[RA3.1], which applies to all students taking assessments with the ACT.

For your exam you will need the following equipment:

a. Mobile Device or Tablet

Your mobile device or tablet is required to run the ProctorExam app for invigilation. You will not complete your assessment on your mobile device.

Your device must meet the following requirements:

• • Android 5.1 or higher (Google Pixel 3, Huawei P30 and Samsung Galaxy A3 (2016) are not supported)

or

iOS 10.0 or higher (iOS 26 is required for iPhone 17, 17 Pro and 17 Pro Max)

• • minimum video resolution of 800 × 600 px

• • Wi-Fi connectivity

• • sufficient battery charge for the duration of your assessment, or the ability to remain plugged in

Note: If you already have the ProctorExam app installed, uninstall and reinstall it before your assessment to make sure you have the latest version.

b. Laptop or PC

You will need a laptop or PC with:

• Windows 10 or higher

or

the latest release of macOS

• the current version of Google Chrome set as your default browser

• a webcam with a maximum resolution of 1280 × 720

• a built-in microphone

• built in speakers

• a reliable Wi-Fi or Ethernet connection.

Note: Ensure that all plug-ins are disabled from your browser and sign out of any applications that may show pop-up notifications for the duration of your exam.

c. Internet

You will need a reliable internet connection with:

• minimum 5 Mbps upload speed

• 20 Mbps download speed

• ping under 20 ms

Note: We recommend disconnecting any devices/appliances not being used for your exam from the internet, as these can compromise the strength and speed of your internet connection.

Do not use:

• a work laptop

• headphones or earphones

• dual monitors

• virtual machines

• internet tethering/mobile hotspot.

Once you're happy that your equipment meets the requirements above, you can test the devices you plan to use for your assessment.

TIP: You can use an external monitor; however, you must have your webcam attached to the monitor and ensure that the screenshare is showing the screen you are taking the exam on. Remove or cover any additional screens/monitors to make it clear they are not being used during the exam.

You will receive an email with a link to a system check which will test your equipment before the exam.

For on-demand exams (CertT, CertICM, CertTF, AwardICM and MicroCredentials) the link to test your equipment will be sent by email 72 hours before your exam.

For Diploma in Treasury Management, CertSFT and CertBALM you will receive an email with the link to test your approximately two weeks before your exam.

The link will be available until the day before your exam. We strongly recommend that you carry out the system check as soon as possible after receiving this email so that if there are any issues, there will be plenty of time to address them.

Contact the Assessment team [RA5.1]if you have not received your system check link or if you have any issues completing the check.

Please note that if you are sitting more than one exam, you will receive an email and need to complete the check, for each exam you are sitting.

Watch the video to learn how to test your equipment and make sure everything is ready for your assessment.

TIP: It might sound obvious, but make sure that you perform the system check on the same device and in the same location that you plan sit the exam!

An onscreen calculator is available however candidates can take their own scientific calculator into the exam. You will be required to show the calculator in the environment check and clear any memory on the device.

You may not use a calculator which has any of the following functions:

• IRR or NPV

• programmability

• text storage

• print out function

• internet

• messaging.

Watch the video to see the steps you'll need to follow to set up your assessment on the day.

You will receive an email with your exam link 72 hours before your exam, which is how you will access your assessment.

Your assessment will take place online through Surpass, with ProctorExam used to provide remote invigilation.

Understanding how the process works before assessment day will help you know what to expect and make sure you have everything you need.

Surpass is the online platform you will use to take your assessment.

During your assessment, ProctorExam is used to remotely invigilate your session.

Diploma in Treasury Management is invigilated by a live proctor who will watch your session in real time. They may provide instructions to you via the proctor chat box, if they have a concern.

Invigilation of all other assessments is recorded and reviewed by a proctor later. This means that you must follow the on-screen instructions and be familiar with what is permitted.

Before your assessment begins, you will be guided through a series of checks to confirm your identity, equipment and assessment environment.

TIP: The environment check does not use any of your exam time. You have one hour to set up your assessment and complete the checks, so take your time and do not stress.

Have the following ready before starting your assessment:

• • government-issued photo ID

• • a permitted scientific calculator, if required

• • up to six sheets of blank, white, unlined A4 paper

• • a pen

• • water in a clear bottle or glass, with any labels removed.

You will need to show everything on your desk to the camera during your environment check. You must pick up and display both sides of your paper.

You will be prompted to show your environment. Turn your mobile phone to show all four corners of your room and what is behind, above and below your desk.

You will also be prompted to show your government-issued photo ID.

If you cannot see yourself through your webcam or cannot take a clear image of your ID, do not proceed with the assessment until the webcam issue has been resolved.

During your assessment, you must not use or wear:

• • headphones or earphones

• • a smart watch or fitness tracker

• • smart glasses, or other wearable technology

• • a notepad

• • unauthorised notes or materials

• • additional screens or devices.

You must show your wrists and ears as part of the environment check.

Bathroom breaks are not permitted during an online assessment, so make sure you use the bathroom before you begin.

If you have a medical reason that means you require a reasonable adjustment, review the Reasonable Adjustment Policy and contact the Assessment team before booking your assessment so the appropriate arrangements can be made.

Assessment Rules and Regulations

Make sure you are familiar with the Assessment Rules and Regulations before assessment day. Any breach of these rules may result in your assessment being disqualified.

Read the Assessment Rules and Regulations

Small things can make a big difference to how you feel on assessment day. We recommend that you:

• • get a good night's sleep before your assessment

• • have a light meal beforehand so you are comfortable during the assessment

• • wear comfortable clothing, remembering that you will be recorded and the recording will be reviewed by a proctor

• • have a clear bottle or glass of water nearby, in case you need a drink

• • set your devices to do not disturb

• • let anyone around you know when and where you are taking your assessment so you are not disturbed

• • have your ID, calculator, paper and pen ready before you begin

• • make sure your laptop and mobile device are fully charged or plugged in.

If you experience problems with your equipment or system setup, refer to the ProctorExam FAQs or contact the Assessment team.

View the ProctorExam FAQs

• Paper One - Practise in Surpass

• Paper Two - Practise in Surpass

• Unit 1 - Practise in Surpass

• Unit 2 - Practise in Surpass

• Unit 3 - Practise in Surpass

• Unit 4 - Practise in Surpass

• Unit 5 - Practise in Surpass

• Capital Markets & Funding - Practise in Surpass

• Corporate Finance - Practise in Surpass

• Debt Management & International Trade - Practise in Surpass

• Foreign Exchange & Interest Rate Risk - Practise in Surpass

• Principles of Risk Management - Practise in Surpass

• Treasury Operations & Sustainability - Practise in Surpass

• Treasury Policy & Regulation - Practise in Surpass

• Working Capital & Cash - Practise in Surpass

• Unit 1 - Practise in Surpass

• Unit 2 - Practise in Surpass

• Unit 4a - Practise in Surpass

• Unit 4b - Practise in Surpass

• Practise in Surpass

• Paper One - Practise in Surpass

• Paper One - Practise in Surpass

• Paper Two - Practise in Surpass

• Treasury Strategy, Governance & Risk - Practise in Surpass

• Liquidity, Funding & Financial Decisions - Practise in Surpass

• Working Capital and Operational Cash Cycles - Practise in Surpass

• Global Cash, Liquidity & Risk Resilience - Practise in Surpass

• Treasury Systems, Architecture & Innovation - Practise in Surpass