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CII R03 Exam: Personal Taxation

The CII’s R03 exam focuses on personal taxation. It forms a part of the Diploma in Regulated Financial Planning. It is a 1-hour multiple-choice question paper consisting of 50 questions, with a nominal pass mark of 65%.

The exam syllabus covers the structure of the tax system in the UK; the main capital and income taxes relevant to individuals and trusts, self assessment and computation of tax liabilities; the taxation of investments and applying taxation knowledge to investment advice.

Our learning resources

CII R03 Study TextThis image is for illustration purposes only. This is a printed resource which will be posted to you.

Study Text

A user-friendly alternative to the CII study text, our study text covers all the learning outcomes and exam syllabus with tables, diagrams, illustrations and detailed yet clear, concise explanations incorporating ‘how it works’ guides, jargon busters, sample exam questions and ‘check it again’ questions to test your knowledge throughout. Not available as part of a study kit.

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Mock Exam Papers

3 full sets of 50 questions and answers, plus detailed explanation of the correct answers and cross references to both the Brand Financial Training R03 study text and the CII R03 study text to provide essential exam practise and to test understanding. All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides multiple calculation questions with full step-by-step answers, detailed explanations and cross-references to both the Brand Financial Training R03 study text and the CII R03 study text to aid revision of the study text and test understanding.

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Revision Notes

Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions. If you are looking for a full study text as a user-friendly alternative to the CII study text, go here.

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MP3 Audio Masterclasses

Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.

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    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • "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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