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  • The Main Changes in the 2025-26 CII R01 Study Text

    Over the coming weeks, our weekly blog posts will focus on the key syllabus changes across all units in the CII Diploma in Regulated Financial Planning. In this article, we take a look at the main updates to the CII’s 2025/26 R01 study text. This article is particularly relevant to the R01, R06, and AF5 exams.

  • Navigating the CII R0 Exams – Choosing the Right Path

    Deciding the best order to tackle the R0 exams can feel overwhelming. Your choice will likely depend on a range of factors—your industry experience, existing knowledge, and even your employer’s expectations. While some candidates prefer the straightforward 'numerical' route, starting with R01 and finishing with R06, others take a more strategic approach based on their strengths and career goals. In this article, we’ll break down the key considerations to help you map out the most effective route for your R0 exam journey.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 6 Sep 2024

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 13 Feb 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 31 Oct 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 9 Jan 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 5 Dec 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5 minutes.

  • The Main Changes in the 2024-25 CII R01 Study Text – Part 2

    Here, in the second of a two-part series, we take a look at the main changes that you’ll come across in the second half of the 2024/25 version of the CII’s R01 study text. This article is particularly relevant to the R01, R06, and AF5 exams.

  • The Main Changes in the 2024-25 CII R01 Study Text – Part 1

    Here, in the first of a two-part series, we take a look at the main changes that you’ll come across in the first five chapters of the 2024/25 version of the CII’s R01 study text. This article is particularly relevant to the R01, R06, and AF5 exams.

  • The Five-Minute Rule: The Smarter Way to Learn the FCA Handbook and Pass Your CII Exams

    Regulatory content can feel overwhelming when you’re preparing for CII exams. The detail matters, but remembering it under exam pressure is where many candidates come unstuck. With the right study habit in place, even the most technical rules and principles become far easier to recall when it counts.

  • Brand Bitesize: Consumer Duty

    The FCA’s Consumer Duty has transformed how firms interact with retail customers. This video breaks down what it means in practice - from acting in good faith and avoiding foreseeable harm to ensuring fair value and effective customer support.

  • Brand Bitesize: NS&I Premium Bonds

    In this Brand Bitesize video, we explore how premium bonds work, their prizes, and both the upsides and downsides. This might be useful for you if you're studying towards any of the CII R01, R06 or AF5 exams.

  • Brand Bitesize: Interest Rates

    In this Brand Bitesize video, we talk about Interest Rates and the Monetary Policy Committee (MPC). This is useful for CII R01 or R02 exam revision.

  • Brand Bitesize: Client Assets and Client Money

    To help you prepare for your CII R01 exam, this Brand Bitesize video explains the rules surrounding client assets and client money.

  • All You Need to Know About ISAs

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect from 6 April 2024. In this article, we take a look at what these reforms involve - useful reading for those preparing for the CII's R01, R02, R03, R06, AF1, AF4, or AF5 exams.