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Brand Financial Training > CII R02 Investment Principles and Risk

CII R02 Exam: Investment Principles and Risk

The CII’s R02 is one of the core units of the Diploma in Regulated Financial Planning. It is a 2-hour multiple-choice exam with 100 questions and has a nominal pass mark of 65%.

The exam syllabus covers asset classes and investment products including characteristics, risks, behaviour, correlation and taxation consideration; the macro-economic environment and its effect upon asset classes; investment theories; time value of money; and investment performance and risk impact.

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Receive a PDF download link to our FREE R02 How to Pass Guide via email when you make a purchase or request a free taster. It’s our gift to you!

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R02 Study Kits
Study Kits

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You’re looking for more variety in your R02 study materials and wish to save money. Make use of our R02 study kits, reducing the cost of your CII exam study with an automatic discount of up to 20% on our standalone prices. Choose from our R02 study kit with only two resources, or get three!

R02 Online E-Mocks
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You want essential R02 mock exam questions practice in an online setting. Drawing from our question bank, our R02 E-Mocks allow you to log on and take short quizzes of 10, 30, or 100 questions, or practise with a fully timed mock exam, all with a detailed explanation of the correct answers and cross-references to the CII R02 study text.


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R02 PDF Mock Exam Papers
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You want essential R02 mock exam questions practice but you like to print out and sit mock papers with pen and paper. You will receive 3 full sets of 100 questions and answers in PDF format for you to print yourself, plus detailed explanation of the correct answers and cross-references to the CII R02 study text. Note: these questions are included in our R02 Online E-Mocks.


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R02 PDF Calculation Workbook
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You need help with the calculations aspect of your CII R02 exam. This R02 calculation workbook helps you decipher and extract the necessary information from a calculation question and provides calculation questions with full step-by-step answers, detailed explanations, and cross-references to the CII R02 study text.


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R02 PDF Revision Notes
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You are further along with your CII R02 exam studies and are now ready to focus on a streamlined version of the R02 exam content combined with self-test questions, to meet the requirements of the CII R02 learning outcomes and exam syllabus.


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Looking for some general advice on how to pass your CII R02 exam?
Download our R02 How to Pass Guide in PDF format.

  • “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”
    Philip DoddPhilip DoddChester
  • “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing).  I have recommended you to all who wish to sit the exams in the future."
    Brian HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
    Paul JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire

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