Qualification Training Programme

Revision support, to help you on your qualification journey!

This Training Programme is designed to provide structured revision support to students, in preparation for each unit exam within their qualification pathway, for either:

• Diploma in Financial Planning

• Diploma in Regulated Financial Planning

The Qualification Training Programme will provide a blend of live training workshops and digital resources for each unit within your selected pathway, accessible via the RevisionMate Platform. This support is for the relevant 6 units required to complete the qualification.

Students can select which units and which cohort revision dates they wish to book, as part of this programme. 

Public course booking

Members: £899
Non-members: £1149 

To book this course for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Revision Dates: Various dates available for each unit

Timings: 09:30 - 12:45 (UK)

 Duration: 19 x interactive training workshops

 No of attendees: 16-20

Format: Online - virtual delivery

CPD: Designed to support your study and preparation for your CII exams 

Trainer: Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online training session, ensuring all candidates are fully engaged to maximise the learning experience.

Training Programme Price: £899 Member / £1149 Non-Members

Please note: The cost of this programme does not include the cost of Unit Enrolment, Study Text or Exams. These must be purchase separately for each unit within the pathway. 

Programme Overview

Throughout this Programme, Students will be supported by:

• Live training - interactive revision sessions for each unit, within their qualification pathway. Your Trainer will use screen share, virtual whiteboards, quizzes, breakout rooms, with the opportunity to asks your tutor questions throughout the programme

• Tutor support provided via email throughout the program​

• Access to recordings of each live training session​​ via the RevisionMate Platform

• Additional study materials provided by your Trainer: quizzes and exam style questions accessible via the RevisionMate Platform

• Exam Guides​​​

• Support with study planning, study tips and exam hints

By participating in this Qualification Training Programme, Delegates will be able to: 

• describe the main principles within the framework for each unit;
• identify the right techniques to use in the CII examinations; and
• apply the knowledge gained 

How to Build your Programme

Your Qualification Training Programme can be built around you, depending on which pathway you wish to undertake and when you are looking to book the training support, for those units.

Select which pathway you wish to undertake first.

The Diploma in Regulated Financial Planning pathway, is suitable for financial advisers and those seeking to give retail investment advice. Students will need to achive 100 credits from successfully completing R01-R06 Units. Please refer to the Diploma in Regulated Financial Planning qualification webpage for more information.

For the Diploma in Financial Planning pathway, you are able to select any of the below units to build your own pathway. The total credits must amount to 140 credits to achieve this qualification, with 35 credits coming from Certificate Level. Please refer to the Diploma in Financial Planning qualification webpage for more information.

To achieve the full qualification, students must sit and pass all the relevent units within their pathway.

Tailor your financial planning learning pathway.

Once you have selected your pathway, you will need to choose which units and corresponding cohort revision dates you wish to include within your training programme, when booking.

Please note, each unit enrolment / exam booking is not included within the training programme, and must be purchased in addition.

J02 - Trusts (20 credits)

1 x full day revision

Cohort 1:

22 February 2027

Cohort 2:

16 September 2027

J05 - Pension Income Options (20 credits)

1 x full day revision

Cohort 1:

8 February 2027

Cohort 2:

9 September 2027

J07 - Supervision in a Regulated Environment (20 credits)

1 x full day revision

Cohort 1:

24 February 2027

Cohort 2:

2 September 2027

J10 - Discretionary Investment Management (20 credits)

1 x full day revision

Date coming soon

J12 - Securities Advice and Dealing (20 credits)

1 x full day revision

Date coming soon

R01 Financial Services, Regulation and Ethics (20 credits)

4 x half days revision (AM - UK)

Cohort 1: 

18 - 26 February 2027

Cohort 2: 

29 September - 7 October 2027

R02 Investment Principles and Risk (20 credits)

4 x half days revision (AM - UK)

Cohort 1:

21 - 29 April 2027

Cohort 2: 

25 November - 3 December 2027

R03 Personal Taxation (10 credits)

4 x half days revision (AM - UK)

Cohort 1:

26 January - 3 February 2027

Cohort 2:

21 - 29 October 2027

R04 Pensions and Retirement Planning (10 credits)

4 x half days revision (AM - UK)

Cohort 1: 

30 March - 7 April 2027

Cohort 2: 

6 - 14 December 2027

R05 Financial Protection (10 credits)

2 x half days revision (AM - UK)

Cohort 1: 

28 May & 5 June 2027

Cohort 2: 

26 & 27 January 2028

R06 Financial Planning Practice (30 credits)

1 x full-day revision

Please select from ONE of the below dates:

08 OR 13 January 2027

09 OR 14 April 2027

25 OR 30 June 2027

24 OR 29 September 2027

Public course booking form

Corporate (In-house) training

Interested in other courses?

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our Training Catalogue.

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.