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Financial planning practice

R06 (30 Diploma credits)

This unit has been developed to help advisers develop and demonstrate their financial planning capabilities. It tests the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriate advice.

Candidates should note: Two case studies will be sent to candidates two weeks before the examination and will also be available to download here.

Study material testing period

2017/18 editions are applicable to exams sat from 01 September 2017 to 31 August 2018.

 

 

Not a member?

Members receive exclusive discounts on CII tuition, courses and exam entry


Study package - 17/18 edition

Members
£263.00
Non-members
£338.00
Blended learning and exam package - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Blended learning offers supported and structured learning, combining printed materials with online learning tools that can be accessed 24 hours a day, 7 days a week, from any device.

Please note: Access is granted until 31 Aug 2018 when your enrolment expires.

The blended learning package includes a 20% discount on individual member and non-member prices, and includes the following:

  • Study text with updates
    Covering the unit syllabus in a straightforward and user-friendly format.
  • RevisionMate
    A host of online study support services including a study planner, quiz questions, specimen exam and a series of valuable hints and tips.
  • Key fact booklet
    Pocket-sized booklet summarising key points from the study text, great for use while on the move.
  • Learn interactive tutorial
    Online tutorial providing highly interactive study, backed by a revision assessment tool to check understanding as you progress with your studies. 
  • Audio Revision
  • Discounted revision course
    A discounted 20% on the respective revision course for the unit.
  • Exam entry
    Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase  and a study option renewal service is available if needed.
  • ebooks
    The ebook is only available with the ebook study package option and not the Printed study text option. Ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required). 


     
    Please note:
    • ebooks are not pdf files and cannot be printed.
    • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

    An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

    Additional benefits include:
    • Portability - study on the move and when using a printed study text isn't practical
    • Reduced paper use - paperless study reduces your impact on the environment
    • No postage fee - ebooks are delivered electronically through RevisionMate
    • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

           Depending on the device used, ebook features can inclusde:
           • Annotation tools - these include the ability to add notes to pages and highlight key points
           • Easy navigation  - interactive contents page and search function help you pinpoint content
           • Quick web link access - related articles and resources can be accessed with a single click
           • In-built dictionary - definitions for unfamiliar words
           • Read-aloud - available on supporting devices, allowing increased accessibility

           Find out more
           • Free sample chapters
           • ebooks FAQs 
           

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

 


Blended learning and exam package - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Blended learning offers supported and structured learning, combining printed materials with online learning tools that can be accessed 24 hours a day, 7 days a week, from any device.

Please note: Access is granted until 31 Aug 2018 when your enrolment expires.

The blended learning package includes a 20% discount on individual member and non-member prices, and includes the following:

  • Study text with updates
    Covering the unit syllabus in a straightforward and user-friendly format.
  • RevisionMate
    A host of online study support services including a study planner, quiz questions, specimen exam and a series of valuable hints and tips.
  • Key fact booklet
    Pocket-sized booklet summarising key points from the study text, great for use while on the move.
  • Learn interactive tutorial
    Online tutorial providing highly interactive study, backed by a revision assessment tool to check understanding as you progress with your studies. 
  • Audio Revision
  • Discounted revision course
    A discounted 20% on the respective revision course for the unit.
  • Exam entry
    Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase  and a study option renewal service is available if needed.
  • ebooks
    The ebook is only available with the ebook study package option and not the Printed study text option. Ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required). 


     
    Please note:
    • ebooks are not pdf files and cannot be printed.
    • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

    An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

    Additional benefits include:
    • Portability - study on the move and when using a printed study text isn't practical
    • Reduced paper use - paperless study reduces your impact on the environment
    • No postage fee - ebooks are delivered electronically through RevisionMate
    • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

           Depending on the device used, ebook features can inclusde:
           • Annotation tools - these include the ability to add notes to pages and highlight key points
           • Easy navigation  - interactive contents page and search function help you pinpoint content
           • Quick web link access - related articles and resources can be accessed with a single click
           • In-built dictionary - definitions for unfamiliar words
           • Read-aloud - available on supporting devices, allowing increased accessibility

           Find out more
           • Free sample chapters
           • ebooks FAQs 
           

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

 

Study options – printed book

Members
£92.00
Non-members
£127.00
Printed study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 - 31 Aug 2018. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
Additionally, you will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: Access is granted until 31 Aug 2018 when this study text enrolment expires.
 
Support typically include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Printed study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 - 31 Aug 2018. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
Additionally, you will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: Access is granted until 31 Aug 2018 when this study text enrolment expires.
 
Support typically include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Members
£46.00
Non-members
£64.00
Update your study text to the next edition

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Update your study text to the next edition

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Study options – ebook (not refundable once downloaded)

Members
£92.00
Non-members
£127.00
ebook study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 to 31 Aug 2018. It consists of a digital ebook study text, with electronic updates which will be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study tool, where you will also have access to an unrivalled suite of online services to support your studies. Please note: Access to this support is granted until 31 Aug 2018 when this study text enrolment expires.

Support typically includes a study planner, key points and a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, the latest examination guide and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

ebook study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 to 31 Aug 2018. It consists of a digital ebook study text, with electronic updates which will be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study tool, where you will also have access to an unrivalled suite of online services to support your studies. Please note: Access to this support is granted until 31 Aug 2018 when this study text enrolment expires.

Support typically includes a study planner, key points and a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, the latest examination guide and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£46.00
Non-members
£64.00
Update your ebook study text to the next edition

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the ebook study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Update your ebook study text to the next edition

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the ebook study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Revision aids - 16/17 editions

Members
£12.00
Non-members
£13.00
Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Revision aids - 17/18 editions

Members
£26.00
Non-members
£31.00
Printed key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Comprehensive pocket-sized booklets summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018).

These are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

Printed key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Comprehensive pocket-sized booklets summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018).

These are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

Members
£26.00
Non-members
£31.00
e-key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018). Please note, access to the e-key facts booklet will not be granted after this period.

e-key fact booklets are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

e-key fact booklets are delivered via RevisionMate, the CII's online study tool and are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones, using appropriate ereader software.

They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.


Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete. 

e-key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018). Please note, access to the e-key facts booklet will not be granted after this period.

e-key fact booklets are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

e-key fact booklets are delivered via RevisionMate, the CII's online study tool and are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones, using appropriate ereader software.

They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.


Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete. 

Members
£44.00
Non-members
£48.00
Learn interactive tutorial – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

The Learn online tutorial provides highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

This edition is based on the 2017/18 tax year and exam syllabus which is examined from 01 September 2017 to 31 August 2018. Please note that access will not be available after this date.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Minimum system requirements:

  • Operating system: Windows/OSX/Android/iOS devices
  • Web browser: Latest versions of IE/Safari/Firefox/Chrome
  • Computer/laptop users: Latest version of Adobe Flash player.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Learn interactive tutorial – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

The Learn online tutorial provides highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

This edition is based on the 2017/18 tax year and exam syllabus which is examined from 01 September 2017 to 31 August 2018. Please note that access will not be available after this date.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Minimum system requirements:

  • Operating system: Windows/OSX/Android/iOS devices
  • Web browser: Latest versions of IE/Safari/Firefox/Chrome
  • Computer/laptop users: Latest version of Adobe Flash player.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£44.00
Non-members
£48.00
MP3 audio revision – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This MP3 audio material covers the key elements of each subject and is applicable to exams sat from 01 Sep 2017 to 31 August 2018. Please note that access to the audio course will not be available after this period but downloaded audio files will never expire.

They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text.

Delivered online via RevisionMate, they are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

MP3 audio revision – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This MP3 audio material covers the key elements of each subject and is applicable to exams sat from 01 Sep 2017 to 31 August 2018. Please note that access to the audio course will not be available after this period but downloaded audio files will never expire.

They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text.

Delivered online via RevisionMate, they are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£12.00
Non-members
£13.00
Examination guide (April 2017)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Examination guide (April 2017)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Book exam or redeem exam voucher

Book your exam here. You can also book here if you have a valid exam voucher and will not be charged.

Members
£110.00
Non-members
£150.00
Unit R06 exam
 

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Study and assessment methods include:

  • Multiple-choice question (MCQ) exam - Study is based on a specified enrolment period, from 01 January – 31 December. MCQ exams are available weekly at UK and select non-UK online exam centres, or twice-yearly in April and October at non-UK paper-based exam centres.
  • Written exams - Study is based on a 12 month enrolment period from the date of purchase. Written exams are held twice-yearly in April and October, with the exception of unit R06 which is tested four times-yearly, at UK and non-UK exam centres.
  • Coursework assessment - Study is based on a 12 month enrolment period from the date of purchase. Three written assignments, each typically between 2,000 - 3,000 words, need to be passed.
  • Mixed assessment - Study is based on a 18 month enrolment period from the date of purchase. A combination of a single coursework assignment must be passed within the first six months and a MCQ exam passed within 18 months.
  • Dissertation assessment - Study is based on a 18 month enrolment period from the date of purchase. A dissertation, typically between 10,000 - 11,000 words, on an agreed subject must be submitted.

Find out more

It is essential that candidates familiarise themselves with the guidelines and instructions. Candidates should also familiarise themselves with the coursework and dissertation policies as well as exam policies before the assessment, and notes to results post-assessment.

Diploma in Regulated Financial Planning units

Learning solutions update

These updates are Learning Solutions updates for study purposes.

Please note that for Financial Planning examinations, the tax year 2016/17 will be examined from 1 September 2016.

2017-18 edition changes

Pdf icon small R06 2017-18 edition changes

Pdf icon small R06_2017-18_web_update_01_01-12-2017

Pdf icon small Tax Tables 2017-2018

Pdf icon small Budget Summary Autumn 2017

Pdf icon small Budget Summary Spring 2017

Pdf icon small Update to budget summary 17-03-2017 

Other information

Pdf icon small Financial services current editions

 

 

 

 

 

Qualification update

Testing Position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • It is important that you keep yourself informed of any changes which may occur affecting the units you are studying by using material suggested in the reading lists on the syllabuses in the relevant qualification section of this website.
  • The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known but it cannot guarantee this in time for any particular exam. Candidates should refer to the CII update website www.cii.co.uk/updates for the latest information on changes to law and practice and when they will be examined.
  • Candidates will be examined on the basis of law and practice in England unless otherwise stated.
  • Candidates must keep up to date with legislative and industry changes that occur within the tax year.
  • The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes not related to the Finance Act will be examined three months after they become legally effective.

Tax year

  • The tax year 2017/2018 will be examined from 1 September 2017 until 31 August 2018.

EU Referendum

  • On 23 June 2016, the UK voted to leave the European Union (EU).
  • The UK Government invoked 'Article 50' of the Lisbon Treaty on 29 March 2017. In doing so, the two-year negotiation period which will result in Britain leaving the EU began. This means that, at the time of publication, the UK's membership of the EU will cease on 29 March 2019.
  • Until this final 'withdrawal agreement' is entered into, the UK will continue to be a full member of the EU, compliant with all current rules and regulations, and firms must continue to abide by their obligations under UK law, including those derived from the EU, and continue with the implementation of all  legislation that is still to come into effect.
  • The longer term impact of the decision to leave the EU on the UK's overall regulatory framework will depend, in part, on the relationship agreed between the UK Government and the EU to replace the UK's current membership at the end of the 'Article 50' negotiation period.
  • Please note: The UK decision to leave the European Union will have no impact on the 2017- 2018 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.

General Data Protection Regulation (GDPR) 

The General Data Protection Regulation comes into effect on 25 May 2018 and examinations will be reflective of the regulation from 25 May 2018.

MiFID II 

MiFID II comes into effect on 3 January 2018 and examinations will be reflective of the directive from 3 April 2018.

Stamp Duty

On the 22 November 2017, it was announced that first-time buyers would be relieved of Stamp Duty Land Tax for purchases up to a specified amount.  Examinations will be reflected of this change from 22 February 2018.

Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.

 

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.