19 x interactive workshops, commencing March 2026 or October 2026

Diploma in Financial Planning Training Programme

The aim of this Training Programme is to support students through their qualification journey to achieving the Diploma in Financial Planning qualification.

The Programme is designed to help students feel more prepared for their exams, providing structured training for the following Units:

• R01 - Financial Services, Regulation and Ethics
• R02 - Investment Principles and Risk
• R03 - Personal Taxation
• R04 - Pensions and Retirement Planning
• R05 - Financial Protection
• R06 - Financial Planning Practice

The content of the Programme will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on sample questions with clear debriefs to aid understanding.

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

Dates commencing: 9 March 2026 or 20 October 2026

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

 Duration: 19 x interactive workshops

 No of attendees: 16-20

Format: Online - Interactive virtual delivery 

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

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.

Price: £899 Member / £1149 Non-Members

Course Overview

The aim of this Training Programme is to provide support and to aid understanding of the subject matter for the associated units.

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

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

The sessions will cover the main areas of the syllabus, but also will provide an interactive opportunity to ask your Trainer questions.

Your course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. 

You will also receive a recording of the workshops post course, along with all supporting documents used.  

The workshops will be delivered online via Zoom, over 18 x interactive training sessions.

What will I achieve by attending this workshop?

Students will be supported by a blend of live and digital training during the Programme, accessible via the RevisionMate Platform:

• live tutor support – 19 x interactive sessions

• tutor support provided via email throughout the program​

• access to recordings of each live training session​​

• additional study materials provided by your Trainer: quizzes and exam style questions 

• Exam Guides​​​

• support with study planning, study tips and exam hints

Who should attend?

• Those supporting financial planning processes, in particular those who already hold CII credits that count towards completion
• Paraplanners, technical consultants, and those in financial planning support roles

March 2026 Cohort Training Dates

Delivered between: 9 March 2026 - January 2027, 09:30 - 12:45 (UK)

R01: Financial services, regulation and ethics - 4 x training sessions

• Monday 9 March 2026
• Tuesday 10 March 2026
• Monday 16 March 2026
• Tuesday 17 March 2026

R02: Investment principles and risk - 4 x training sessions

• Tuesday 19 May 2026
• Wednesday 20 May 2026
• Tuesday 2 June 2026
• Wednesday 3 June 2026

R03: Personal taxation - 4 x training sessions

• Tuesday 9 June 2026
• Wednesday 10 June 2026
• Tuesday 30 June 2026
• Wednesday 1 July 2026

R04: Pensions and retirement planning - 4 x training sessions

• Tuesday 6 October 2026
• Wednesday 7 October 2026
• Tuesday 13 October 2026
• Wednesday 14 October 2026

R05: Financial protection - 2 x training sessions

• Tuesday 10 November 2026
• Tuesday 17 November 2026

R06: Financial planning practice - 1 x training session

• TBC January 2027

October 2026 Cohort Training Dates

Delivered between: 20 October 2026 -  September 2027, 09:30-12:45 (UK)

R01: Financial services, regulation and ethics - 4 x training sessions

• Tuesday 20 October 2026 
• Wednesday 21 October 2026 
• Tuesday 27 October 2026 
• Wednesday 28 October 2026

R02: Investment principles and risk - 4 x training sessions

• Wednesday 18 November 2026
• Thursday 19 November 2026
• Wednesday 25 November 2026
• Thursday 26 November 2026

R03: Personal taxation - 4 x training sessions

• Tuesday 26 January 2027
• Wednesday 27 January 2027
• Tuesday 2 February 2027
• Wednesday 3 February 2027

R04: Pensions and retirement planning - 4 x training sessions

• Tuesday 30 March 2027
• Wednesday 31 March 2027
• Tuesday 6 April 2027
• Wednesday 7 April 2027

R05: Financial protection - 2 x training sessions

• Friday 28 May 2027
• Friday 4 June 2027

R06: Financial planning practice - 1 x training session

• TBC September 2027

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.

Public course booking form

Corporate (In-house) training

Interested in other courses?

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.