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CII R06 Exam: Financial Planning Practice

The CII’s R06 exam forms part of the Diploma in Regulated Financial Planning. The exam is based on two case studies.

The exam syllabus covers the obtaining of client information and understanding of their aims, objectives and risk profile, the conducting of a fact-find, the analysis of client data, the formulation of a financial plan and the making of recommendations, and the monitoring of client circumstances.

Our learning resources

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Past Analyses from earlier exam sittings

Full detailed analysis of the case studies issued by the CII for earlier exams plus types of questions and examiner’s comments, exam technique and past paper analysis.

Overview

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Analysis for the July 2017 exam sitting

Full detailed analysis of the case studies issued by the CII for the next exam sitting plus types of questions and examiner’s comments, exam technique and past paper analysis.

Overview

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

Overview

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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes.
Our study notes put the exam syllabus into a sensible order, and eliminates any ‘padding’.

Overview
  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
    Josh Butten
    Josh ButtenMDG MK, Milton Keynes