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Home » Qualifications » Financial planning practice

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.

Important note: Study options and revision aids based on the 11/12 tax year and exam syllabus are applicable to exams taken until 31 August 2012. If you wish to sit the exam after this date, you will need to purchase the 12/13 edition, once available to pre-order during the first week in June.

Select the 'question mark' icon against each 11/12 edition for further information.

Candidates should note

Two case studies will be sent to candidates two weeks before the exam. They will contain client information which will form the basis of the exam questions. You will not be able to take your pre-released copy of the case studies into the exam with you. You will be issued with an identical fresh copy, this will not contain any new or different information. The exam questions will focus on the client's financial objectives identified from the case studies and will be supplied as part of the exam paper. You should spend some time studying the information contained within the case studies to familiarise yourself with the client's circumstances, recognising any potential errors and inconsistencies that may appear in the information provided by the clients and to consider possible solutions before the exam. 

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Learning materials

Study options

Members
£169.00
Standard
£212.00
Exam preparation course (EPC) - 10/11 edition

This is a tutor assisted learning course including the provision of a study text with updates developed to assist you in understanding and learning the topics covered by the exam syllabus. Tutor access is available for the examination period to which the enrolment relates (CII exam periods run from 1 September–31 August). Electronic updates to the study text will also be made available during this period (further details are included on the title page of the study text).

Five exam preparation exercises are available through the course, each focused on a different area of the exam syllabus to support structured study. Each takes approximately 40 minutes to complete. Your assigned expert tutor will mark these to exam standards, returning them with model answers and individual feedback on how you can improve your answers and exam technique.

Additionally you will gain access to an unrivalled suite of online services to support your studies through our 'RevisionMate' study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, specimen examination and hints and tips. Full details will be provided with your study text.

Exam preparation course (EPC) - 10/11 edition

This is a tutor assisted learning course including the provision of a study text with updates developed to assist you in understanding and learning the topics covered by the exam syllabus. Tutor access is available for the examination period to which the enrolment relates (CII exam periods run from 1 September–31 August). Electronic updates to the study text will also be made available during this period (further details are included on the title page of the study text).

Five exam preparation exercises are available through the course, each focused on a different area of the exam syllabus to support structured study. Each takes approximately 40 minutes to complete. Your assigned expert tutor will mark these to exam standards, returning them with model answers and individual feedback on how you can improve your answers and exam technique.

Additionally you will gain access to an unrivalled suite of online services to support your studies through our 'RevisionMate' study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, specimen examination and hints and tips. Full details will be provided with your study text.

Members
£96.00
Standard
£134.00
Study text with updates - 11/12 edition

Important note: If you plan to sit the exam after the August 2012 exam session you should purchase the 12/13 key fact booklet edition, which is based on the 2012/2013 tax year. This will be available to pre-order during the first week in June and dispatched during the first week in August.

This is a self-study course. 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.

Additionally you will gain access to an unrivalled suite of online services to support your studies through our 'RevisionMate' study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, specimen examination and hints and tips. Full details will be provided with your study text.

Study text with updates - 11/12 edition

Important note: If you plan to sit the exam after the August 2012 exam session you should purchase the 12/13 key fact booklet edition, which is based on the 2012/2013 tax year. This will be available to pre-order during the first week in June and dispatched during the first week in August.

This is a self-study course. 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.

Additionally you will gain access to an unrivalled suite of online services to support your studies through our 'RevisionMate' study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, specimen examination and hints and tips. Full details will be provided with your study text.

Members
£47.00
Standard
£67.00
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.

Members
£73.00
Standard
£78.00
Upgrade from Study text with updates to EPC

If after buying your study text with updates you wish to upgrade, you can do so within the first 12 months of your enrolment. The upgrade will only last until the end of your original enrolment period.

Upgrade from Study text with updates to EPC

If after buying your study text with updates you wish to upgrade, you can do so within the first 12 months of your enrolment. The upgrade will only last until the end of your original enrolment period.

Revision aids

Members
£43.00
Standard
£48.00
Audio revision (Audio CD) - 11/12 edition

Important note: Audio CDs for all units are being withdrawn at the end of the 2011/2012 tax year, and are therefore only applicable to exams taken until 31 August 2012. Candidates planning to sit the exam beyond this point should select the 2012/2013 edition in MP3 format once available.

This audio CD material covers the key elements of each subject. They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text and are great for making use of time spent when travelling. Provided by Patterson Audio.

Audio revision (Audio CD) - 11/12 edition

Important note: Audio CDs for all units are being withdrawn at the end of the 2011/2012 tax year, and are therefore only applicable to exams taken until 31 August 2012. Candidates planning to sit the exam beyond this point should select the 2012/2013 edition in MP3 format once available.

This audio CD material covers the key elements of each subject. They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text and are great for making use of time spent when travelling. Provided by Patterson Audio.

Members
£39.00
Standard
£42.00
Audio revision (MP3 download) - 11/12 edition

Important note: If you plan to sit the exam after 31 August 2012 you should purchase the 12/13 audio revision edition, which is based on the 2012/2013 tax year. This will be available to pre-order during the first week in June and will be available to download during the third week in August.

This MP3 audio material covers the key elements of each subject. 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. Provided by Patterson Audio.

Note: 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.

Audio revision (MP3 download) - 11/12 edition

Important note: If you plan to sit the exam after 31 August 2012 you should purchase the 12/13 audio revision edition, which is based on the 2012/2013 tax year. This will be available to pre-order during the first week in June and will be available to download during the third week in August.

This MP3 audio material covers the key elements of each subject. 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. Provided by Patterson Audio.

Note: 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.

Members
£12.00
Standard
£13.00
Examination guide (July 2011)

Important note: The content of the latest Examination guide is included FREE within the RevisionMate online study tool, provided with a study text purchase for this unit.

When separately purchased, Examination guides are supplied as PDF files for you to print off as and when required for your own use (please note you must download this within 30 days of purchase).

Examination guides comprise of a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Examination guide (July 2011)

Important note: The content of the latest Examination guide is included FREE within the RevisionMate online study tool, provided with a study text purchase for this unit.

When separately purchased, Examination guides are supplied as PDF files for you to print off as and when required for your own use (please note you must download this within 30 days of purchase).

Examination guides comprise of a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Members
£12.00
Standard
£13.00
Examination guide (October 2011)

Important note: The content of the latest Examination guide is included FREE within the RevisionMate online study tool, provided with a study text purchase for this unit.

When separately purchased, Examination guides are supplied as PDF files for you to print off as and when required for your own use (please note you must download this within 30 days of purchase).

Examination guides comprise of a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Examination guide (October 2011)

Important note: The content of the latest Examination guide is included FREE within the RevisionMate online study tool, provided with a study text purchase for this unit.

When separately purchased, Examination guides are supplied as PDF files for you to print off as and when required for your own use (please note you must download this within 30 days of purchase).

Examination guides comprise of a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Members
£24.00
Standard
£26.00
Key fact booklet – 11/12 edition

Important note: If you plan to sit the exam after the August 2012 exam session you should purchase the 12/13 key fact booklet edition, which is based on the 2012/2013 tax year. This will be available to pre-order during the first week in June and dispatched during the first week in August.

Comprehensive pocket-sized booklets summarising the key information contained in the coursebook. These are perfect for studying when travelling to and from work or in situations when reading a coursebook is impractical.

Key fact booklet – 11/12 edition

Important note: If you plan to sit the exam after the August 2012 exam session you should purchase the 12/13 key fact booklet edition, which is based on the 2012/2013 tax year. This will be available to pre-order during the first week in June and dispatched during the first week in August.

Comprehensive pocket-sized booklets summarising the key information contained in the coursebook. These are perfect for studying when travelling to and from work or in situations when reading a coursebook is impractical.

Members
£53.00
Standard
£58.00
LEARN

Candidates purchasing this online tutorial do not need to select an edition applicable to the date they intend to sit the exam – this is because 12 months of up-to-date learning content access is provided. Updates applicable to the 2011/2012 tax year (examined from 01 Sep 2011 onwards) will become available from 01 Sep 2011.

Online tutorial providing highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

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.

Notes:

  • Minimum operating requirements: Windows 2000, XP or Vista; Internet Explorer 6 or 7. Macs are not compatible with this product.

LEARN

Candidates purchasing this online tutorial do not need to select an edition applicable to the date they intend to sit the exam – this is because 12 months of up-to-date learning content access is provided. Updates applicable to the 2011/2012 tax year (examined from 01 Sep 2011 onwards) will become available from 01 Sep 2011.

Online tutorial providing highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

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.

Notes:

  • Minimum operating requirements: Windows 2000, XP or Vista; Internet Explorer 6 or 7. Macs are not compatible with this product.

Revision courses

Members
£230.00
Standard
£270.00
Revision day
 
 
Members
£385.00
Standard
£445.00
Revision workshop (two days)
 
 

Exam entry

Members
£131.00
Standard
£167.00
Unit R06 exam
 

Introduction

« Back to Introduction

CII qualifications require completion of one or more units, each covering a specific topic that is individually assessed. Assessment methods vary depending on the level and subject matter of a unit, and include:

  • Multiple choice examinations - the assessment method for Certificate, Award and financial services 'R0' Diploma units assessed in the UK.  Exams are delivered on-screen at a network of over 80 public centres across the UK. Sittings are available year-round, often on a weekly basis.
  • Written examinations - the assessment method for Diploma and Advanced Diploma units, excluding financial services 'R0' Diploma units, and also all units examined outside the UK. Sittings are typically available twice yearly in April and October at over 50 public centres throughout the UK and over 100 public centres outside the UK.

What you need to know

It is essential that candidates familiarise themselves with our service, in particular the rules and procedures that are in place. This should include both exam policies (before the assessment) and notes to results (after the assessment).

Things you need to know before the exam

Things you need to know after the exam

Learning solutions update

These updates are Learning Solutions updates for study purposes.

2011-12 edition

Pdf icon small View a list of the main areas of change in the 2011-12 edition of the study text.

Updates to the 2011-12 edition of the R06 study text:

Pdf icon small R06_2011-12_Web_update_1_13-09-2011

Pdf icon small R06_2011-12_Web_update_2_27-09-2011

View the latest information on:

Pdf icon small Tax tables
Pdf icon small Current editions

 

 

 

 

 

Qualification update

Pensions Changes

The coalition Government is introducing a number of changes which will impact on the rules governing registered pension schemes and certain areas of employment law.

The examinations for the period 1 September 2011 until 31 August 2012 will be based upon the regulations actually in place at 6 April 2011.

In response to candidate questions, an attachment is available below advising on the testing position of certain subject areas. Please note this has been updated to reflect the change in the use of carry forward introduced on 25 November 2011.

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.
  • Assessment is by means of a three hour written paper consisting of two written case studies.
  • 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. The October 2011 and April 2012 exams are based on the tax year 2011/2012.

Legislation

The general rule is that the exams are based on the English legislative position three months before the date of the exams. This means that changes are tested three months after they become legally effective. The October 2010, January 2011, April 2011, June 2011 and July 2011 exams are based on the tax year 2010/2011.

Pdf icon small Pension-Position-2011-2012-revised23.02.2012

Pdf icon small Tax tables

 

 

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.
Find out more »
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