R06 : Financial planning practice
The CII's R06 exam forms part of the Diploma in Regulated Financial Planning. The exam is based on two case studies.
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.
We provide learning resources and materials for the R06 exam listed below. Simply click on any item you are interested in to find out further information.
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Free R06 case study plus 3 full mock papers containing 2 case studies in each (6 in total) to purchase. We work through questions and answers for each case study, providing essential exam practise. Our answers also 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. |
"Many thanks for the R01 papers. They were a great help to me. The exam wasn't easy but thankfully I passed it first time, with the help of Brand Financial Training." John Graham, Senior Consultant, London Asset Management Ltd, London (talking about R01) |
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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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