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R06 : Financial planning practice

Study notes

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  • Free R06 study notes taster version
  • Over 60 pages of study notes
  • Your condensed and more focused take on the CII’s exam syllabus and learning outcomes *
  • Self-test questions after relevant sections
  • Kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download them instantly in PDF format and print as required
  • 30-day money back guarantee

* We always recommend that you have a copy of the CII study text (available from the CII) to form the basis of your studies. The study notes are designed to assist you during the revision process when the study text may become too cumbersome.

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Full study notes

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  2. You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.

Valid for examinations from 1 September 2019 to 31 August 2020

R06 Study Notes
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  • "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
  • "A really great resource. Of particular use was the audio masterclass which was constantly on whilst driving between client meetings. This void of "dead time" was filled with a productive revision session instead. I combined this with the study notes which was far easier to digest than the AF3 manual. This paper has the lowest number of candidates passing out of all the AF4 papers and I was delighted to pass this first time, as well as the corresponding JO5 paper."
    Chris BinnsChris BinnsIndependent Financial Adviser, Model Wealth Management, York
  • “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
  • "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
  • "The Brand training material certainly helps you to focus on the key information required and get straight to the salient facts. Having to read all of RO4 and JO5 was daunting but by using the notes as a guide it helped me to condense a lot of this information quickly ."
    Mandy SaundersMandy SaundersVerifier
  • "I would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."
    Antony GummersonAntony GummersonClient Support, W Denis Financial Services, Leeds

How will these help me to pass?

Passing R06 can seem like a struggle, especially when the study text arrives on your doorstep with a heavy thud. Our study notes immediately focus your mind and help you sort the wheat from the chaff so that you can spend time revising what needs to be revised and get focussed on what is needed.

Couple them with other resources in our study kits and you’ll be well prepared for your exam.