I enjoy reading your threads about the UFE. However, a quick correction, I don't believe there is any UFE policy that states all requireds much be introduced in the exhibits. As is evident from 2008, you could be given a very vague required in the main body and all the actual requireds could be buried in exhibits. A more accurate way of stating it would be that all requireds may or may not be introduced in the main body, however, where they are initially vague, they may be further clarified in the exhibits.

I believe you might be confusing the concept of a required task with the issues related to it. You will notice on all UFE cases, after the scenario, is the phrase "Required: Prepare the memo." The significance of this is to indicate that you have been given all of your required tasks. In the exhibits, you must identify and rank the issues that correspond to that required. But, you will never find in an exhibit, any mention of a new acquired task.

UFE cases never have a heading labelled "Required: Prepare the memo.", however I believe SOA cases do and those cases always clearly lay out the requireds in the body, which is a significant difference from the UFE, where the requireds tend to be vague and up to the student to interpret what the exact requirements are. I see your point about how all the requireds are laid out in the main body and then it is up to the student to identify all the pertinent issues related to it. For example, the main body can say "prepare a report addressing client x's concerns" and then refer you to an exhibit where you have to identify what exactly you need to do. I am not sure though if a new acquired task will never be presented in the exhibits, I believe the 2009 UFE may have had such a case (I just wrote it). The point I was trying to get across is that the board of evaluator's past practice of presenting questions in a certain way does not neccessarily make them UFE policies as they can and usually do change up the structure of the questions in some way every year to throw student's off and test their ability to adapt. Unless you have inside information about the UFE policies from the CICA, I think its best not to state any unofficial UFE policies as a service to students (Just speaking from past experience where I relied on so called UFE policies or rules advocated by certain UFE instructors to my detriment). Please forgive my long post and keep up the good work promoting the CA profession! I read your post about being 55 hours short of getting your CA, I hope the CICA waives it for you. Good luck with that!

I've been forgetting to check the comments section, so, sorry for the late reply. It might be easier to post any comments you have on the message board.

When I said that the UFE says "Required: prepare the memo", I didn't mean in it in that format, so that's a communication error on my behalf. But usually you will find a statement that says "Prepare a memo to address the client's concerns." It is not explicit UFE policy, but that generally implies that all of the client's concerns have been identified up to this point. It would kind of odd for the case to give you x required tasks in the scenario, inform you to write the memo, and then give you the remaining required tasks in the exhibits. The exhibits are purely for the issues.

Anyways, I hope I'm not confusing you. All things being equal, you should trust your judgment. I'm glad you enjoy the site!

Thanks for your response. I've registered as a member on your site ("victorpazos"), so I will be posting there from now on. Keep up the good work!