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Financial planning practice

R06 (30 CII credits – Diploma level)

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.

Download the 2018/19 syllabus (PDF)

Candidates should note: Two case studies will be sent to candidates two weeks before the examination and will also be available to download on the supporting exam documents page.

Download R06 January 2019 exam guide (PDF)

Download R06 April 2018 exam guide (PDF)

Download R06 July 2018 exam guide (PDF)

Download R06 October 2018 exam guide (PDF)


  • 3-hour exam comprising 2 written case studies on financial planning practice (candidates receive the case studies 2 weeks prior to exam sitting)
  • 55% nominal pass mark (the actual pass mark may vary from one session to another to ensure consistency in pass standards)

Recommended study hours: 100 (will vary depending on your experience and ability)

Prepare for success with Enrolment plus

Improve your chances of exam success with Enrolment plus and receive extra R06 revision aids with your enrolment.

Save while you study: Members save £62 purchasing extra revision aids with Enrolment plus. Non-members save £70.

Printed and digital options

By purchasing the ‘Printed and digital’ option, you will incur an additional charge for postage and packaging:

£7 per order: UK, Channel Isles, Isle of Man, Republic of Ireland, Malta and Gibraltar.

£15 per order: All other countries.

For more information on Digital-only options, please visit: 'Digital Only' FAQ's

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Enrolment plus – 2018–19 edition (applicable to exams sat 01 Sep 18 to 31 Aug 19)

Information Study text, exam entry and additional revision aids

  • Non-members £335.00
  • Members £248.00

Enrolment – 2018–19 edition (applicable to exams sat 01 Sep 18 to 31 Aug 19)

Information Study text and exam entry

  • Non-members £270.00
  • Members £190.00

Information Upgrade to Enrolment plus

  • Non-members £65.00
  • Members £58.00

Revision aids – 2018–19 editions (applicable to exams sat 01 Sep 18 to 31 Aug 19)

Information Key facts booklet (Digital only)

  • Non-members £35.00
  • Members £30.00

Information Key facts booklet (Printed and digital)

  • Non-members £35.00
  • Members £30.00

Information Learn interactive tutorial

  • Non-members £50.00
  • Members £45.00

Information Audio revision

  • Non-members £50.00
  • Members £45.00

Book exam without Enrolment/Enrolment plus or redeem exam voucher or book re-sit

Information Unit R06 exam

Prices displayed apply to those who wish to book an exam without an Enrolment/Enrolment Plus or wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

  • Non-members £150.00
  • Members £110.00

Study text renewal

Information Update your study text to the next edition (Digital only)

  • Non-members £65.00
  • Members £40.00

Information Update your study text to the next edition (Printed and digital)

  • Non-members £65.00
  • Members £40.00