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Brand Financial Training > CII R03 Personal Taxation

CII R03 Exam: Personal Taxation

The CII’s R03 is one of the core units of the Diploma in Regulated Financial Planning. It is a 1-hour multiple-choice exam with 50 questions and has a nominal pass mark of 65%.

The exam syllabus covers the structure of the tax system in the UK; understanding the taxes relevant to individuals and trusts; calculating tax liabilities; taxation of investments; personal taxation in the provision of investment advice.

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Receive a PDF download link to our FREE R03 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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R03 Study Kits
CII R03 RO3 study kits learning resources
Study Kits

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You’re looking for more variety in your R03 study materials and wish to save money. Make use of our R03 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 R03 study kit with only two resources, or get three!

R03 Online E-Mocks
CII R03 RO3 online E-Mocks mock exam papers questions and answers
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You want essential R03 mock exam questions practice in an online setting. Drawing from our question bank, our R03 E-Mocks allow you to log on and take short quizzes of 10, 30, or 50 questions, or practise with a fully timed mock exam, all with a detailed explanation of the correct answers and cross-references to the CII R03 study text.


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R03 PDF Mock Exam Papers
CII R03 RO3 PDF download mock exam papers questions and answers
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You want essential R03 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 50 questions and answers in PDF format for you to print yourself, plus detailed explanation of the correct answers and cross-references to the CII R03 study text. Note: these questions are included in our R03 Online E-Mocks.


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R03 PDF Calculation Workbook
CII R03 RO3 PDF download calculation workbook formula formulae
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You need help with the calculations aspect of your CII R03 exam. This R03 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 R03 study text.


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R03 PDF Revision Notes
CII R03 RO3 PDF download revision notes
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This is for you if …

You are further along with your CII R03 exam studies and are now ready to focus on a streamlined version of the R03 exam content combined with self-test questions, to meet the requirements of the CII R03 learning outcomes and exam syllabus.


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Looking for some general advice on how to pass your CII R03 exam?
Download our R03 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
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
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  • "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
  • "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 ButtenJosh ButtenMDG MK, Milton Keynes
  • "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 used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct

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