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.
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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Nathan Farrell
Thornton Holmes
Leanne Tracey