CII R06 Financial Planning Practice
Unit of the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, which the CII describes as a core unit of the diploma meeting the FCA's qualification requirements for retail investment advisers. It tests the practical application of the technical knowledge from units R01 to R05. The CII assesses it by a three-hour exam of two written case studies with short-answer questions; candidates receive the case studies two weeks before the exam sitting.
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CII R06 Explained: Format, How It Builds on R01–R05 and How to Prepare
What the CII R06 Financial Planning Practice unit is, how its two written case studies draw on R01 to R05, how the paper is set out and marked, and how to prepare before the case studies arrive.
R06 Case Study: How to Analyse the Pre-Released Case Study in Two Weeks
A 14-day method for the CII R06 pre-released case studies: a fact-find template, objectives and gaps, the calculations to prepare, options and recommendations, and how to turn it into exam answers.
R06 Exam Dates 2026/27: Sittings, Case Study Release, Booking, Results
Every CII R06 sitting for 2027 with its booking closing date, when the two case studies arrive, results release dates, which tax year each sitting tests, and a countdown from today.
R06 Results: When They Come Out, the 55% Pass Mark, Remarks and Resits
CII R06 results: when and where they are released, what the 55% pass mark and moderated marks mean, the £93 review of marking, appeals and a resit plan if you fail, with a dates planner.
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- 21 min
Study: Client information and needs
- 6 min
Review what you missed. Write down the reason behind each correction.
- 3 min
Close your notes and recall the main ideas in your own words.
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