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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 3 hours and based on two case studies, which the candidates receive two weeks prior to the exam sitting. The nominal pass mark is 55%.

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.

3 NEW ways we are supporting your R06 revision

1 – Receive a PDF download link to our FREE R06 How to Pass Guide via email when you make a purchase or request a free taster for any of our R06 resources.

 

2 – Get FREE access to our R06 Exam Preparation Video, when you make a purchase or request a free taster for any of our R06 resources. More info…

 

3 – As part of our analysis package, we offer an Email Support Day in the lead-up to the exam. *NEW* Within 48 hours after the support day has concluded, our analysis customers will be provided with a Q&A document that shares the answers to all the useful questions posed by their peers on Email Support Day. More info…

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 and generic questions including product areas and technical knowledge.

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Analysis for the September 2022 exam

Full detailed analysis of the case studies for the forthcoming exam. Includes: questions our experts think could be asked in the exam and model answers; generic questions and answers; self-test questions; past paper analysis; exam technique; and email support day (with Q&A document of useful questions posed on the day).

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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.

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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.

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