CII R04 Exam: Pensions and Retirement Planning
The CII's R04 exam focuses on pensions and retirement planning. It forms a part of the Diploma in Regulated Financial Planning.
The exam syllabus covers the tax and legal frameworks relevant to pension schemes; defined contribution and defined benefit pension schemes; state retirement benefits and contracting out; aims and objectives of retirement planning nvestment principles and risk.
We provide a number of learning resources and materials for the R04 exam listed below. Simply click on any item you are interested in to find out further information.
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Free R04 mock questions plus 3 full sets of 50 questions to purchase. Our answers include cross references to the CII study text. These are written by Brand Financial Training. Our mock papers are not duplicates of the CII's specimen papers, and can be used for additional exam practise. |
"I have purchased your three mock papers for J04. Very impressed - clear answers and I like the learning point at the end. An excellent product." Peter Godfrey (talking about J04) |
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Focussing on the calculations within the exam, the calculation workbook provides over 75 pages of calculation questions and provides full step-by-step answers with explanations covering the R04 syllabus. |
"Thank you for the valuable help that you gave me to complete my DipPFS through your excellent JO4 Calculation Workbook." Ken Jones, IFA, Keystone Retirement Solutions, Criccieth, North Wales (talking about J04) | |
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Consider our study notes your condensed and more focussed take on the CII's exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any 'padding'. |
"Your resources have been invaluable to my studying. I recently took R01 and relied totally on your study notes and mock papers rather than the CII text and passed first time with 77%." Dr Paul Jackson, Partner, Professional Practice Services, Worcester (talking about R01) |
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Our 'Pass Exams Easily' kit written by Genius Material shows you - step by step - exactly how to revise so that you retain 80% and more, by spending less time studying. It includes ebook, video and audio MP3. Suitable for all exams. |
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