CII R06 Financial Planning Practice
CII R06 Financial Planning Practice

CII R06 Financial Planning Practice — Syllabus & notes

Case study pack

Practise R06 answers with point-by-point feedback

  • 4 original case studies, 72 to 78 marks each
  • Short-answer questions in lettered parts, marks shown
  • Type your answers against a 90-minute clock
  • Every part marked point by point
  • Model answers for every part
  • Your total against the 55% pass mark
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Exam overview

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.

Subjects
Client information and needs · Analysis and recommendations · Implementation and review
Exam languages
English
Official exam website
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