Checked 7 November 2026. Sitting, closing and results dates were read on the CII’s Important exam deadlines page on 7 November 2026; the CII showed the date bookings open as TBC for every 2027 sitting. Check that page and the R06 unit page before you book.
The CII R06 Financial planning practice exam sits four times in 2027: 19 January 2027, 20 April 2027, 6 July 2027 and 5 October 2027. Booking for each closes on a Monday 15 days before the exam (4 January 2027 for January), the two case studies reach you two weeks before the exam, and results come out on a Friday 38 days after it (26 February 2027 for January). Results for the 6 October 2026 sitting are released on 13 November 2026. R06 is a three-hour written exam of two case studies, typed on screen, with a standard pass mark of 55%. This guide sets out every date, what happens in the case-study fortnight, which tax year each sitting tests, and gives you a countdown from today. ProSyllabus is an independent study site. It is not affiliated with the Chartered Insurance Institute (CII), and nothing here is official. Every date, rule and exam fact below is taken from the CII’s own pages and documents, read on 7 November 2026 unless another date is given; where we add our own reading or suggestion, we say so.
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R06 exam dates 2027
These are the R06 sittings the CII has confirmed for 2027, with the closing date for bookings and the results release date for each. We add the day the case studies should arrive, counted back two weeks from the exam:
| R06 sitting | Booking closes | Case studies arrive (about) | Results released | Tax year tested |
|---|---|---|---|---|
| Tuesday 19 January 2027 | Monday 4 January 2027 | Tuesday 5 January 2027 | Friday 26 February 2027 | 2026/27 |
| Tuesday 20 April 2027 | Monday 5 April 2027 | Tuesday 6 April 2027 | Friday 28 May 2027 | 2026/27 |
| Tuesday 6 July 2027 | Monday 21 June 2027 | Tuesday 22 June 2027 | Friday 13 August 2027 | 2026/27 |
| Tuesday 5 October 2027 | Monday 20 September 2027 | Tuesday 21 September 2027 | Friday 12 November 2027 | Outside the 2026/27 window; not yet confirmed (see below) |
Sitting, closing and results dates from the CII’s Important exam deadlines page, read 7 November 2026; “Available to book from” showed TBC for every 2027 sitting. The case-study column is the exam date minus 14 days, our reading of the R06 unit page’s “two weeks prior”: we found no exact release day on the CII pages we checked. The tax-year column follows the R06 unit page (2026/27 examined from 1 September 2026 to 31 August 2027).
Day counts are ours, from the CII’s published dates.
The pattern is regular: every 2027 sitting is on a Tuesday, closes on the Monday 15 days earlier, and reports on the Friday 38 days later. The 6 October 2026 sitting followed the same 38-day gap to its results on 13 November 2026.
Booking closes before the case studies arrive
Booking for each sitting closes the day before the case studies would arrive, if they come exactly two weeks before the exam. In our reading, that means you commit to a sitting without having seen the clients you will be examined on: you cannot wait for the case studies and then decide. Book on what you know of the syllabus, not on the case.
The CII showed the date bookings open as “TBC” for every 2027 sitting on 7 November 2026, but the closing dates are confirmed. R06 runs only on the scheduled sittings above, whereas the CII says multiple-choice (MCQ) exams are available daily, subject to availability: our CII exams guide explains booking in MyCII, remote invigilation and test centres for all units.
Where and how you sit it:
- R06 is an on-screen written exam: you type your answers. The R06 exam guides give instructions “for candidates sitting via remote invigilation or at a test centre”, and the CII’s assessment information page says written exams are available at UK and non-UK exam centres.
- The supplementary information and tax tables are provided within the on-screen exam. An on-screen scientific calculator is provided, or you can use your own physical non-programmable calculator.
- By remote invigilation you must download a Secure Browser add-on before testing; the CII says the download link is on the exam scheduling site 30 minutes before your exam.
- Written exams are studied on a 12-month enrolment from the date of purchase. The CII unit shop listed an R06 Assessment Only (digital) option at £200, or £146 for members, on 5 November 2026; in our reading it is the exam entry to use for a resit, but check with CII Customer Service before you buy.
From the CII’s Assessment information page, its two “About your exam” pages for on-screen written exams and the R06 June 2026 exam guide, read 7 November 2026, and the R06 purchase options, read 5 November 2026.
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The case study release: your two-week window
The R06 unit page describes the assessment as a “Three hour exam comprising two written case studies on financial planning practice (candidates receive the case studies two weeks prior to exam sitting)”. The CII’s Supporting exam documents page adds the rules for that fortnight:
- The case studies contain the client information that forms the basis of the exam questions.
- You cannot take your copy into the exam; the case studies are provided in the online exam, with no new or different information.
- The questions focus on the clients’ financial objectives identified from the case studies, and a summary of the key objectives is supplied in the exam.
- Compound interest tables are not provided in any exam, R06 included, so you need the formulae and a suitable calculator.
The CII also lists past case studies on that page: “R06 October 2026 Case Studies (PDF)” was there when we checked on 7 November 2026. They are useful for seeing the length and style of a real release before your own arrives.
Two weeks is not long, so plan the fortnight before it starts. In our suggestion, keep the case-study weeks for the two clients: the tax tables, the R01 to R05 technical content and your exam timing should already be in place by the day booking closes. The countdown below lays those steps out for your sitting.
Which tax year each sitting tests
The R06 unit page says exams are based on the published syllabus and on English law and practice unless otherwise stated, that the general rule is the English legislative position three months before the exam, and that the tax year 2026/2027 will be examined from 1 September 2026 until 31 August 2027. The R06 July 2026-27 syllabus says it is examined over the same dates. The Supporting exam documents page says the 2026-2027 tax tables are provided for candidates taking exams from 1 September 2026 to 31 August 2027, so they cover the January, April and July 2027 sittings; for October 2027, confirm the syllabus and tax tables on the R06 unit page.
Two updates sit on the R06 unit page after the Autumn Budget of 28 October 2026: a Budget summary and an October 2026 version of the 2026-27 tax tables. Our suggestion: check the latest materials on the unit page and confirm which updates apply to your sitting’s syllabus and testing position.
Worked example 2
Which tax year will the 5 October 2027 sitting test?
- The R06 unit page says the tax year 2026/2027 will be examined from 1 September 2026 until 31 August 2027, and the 2026/27 syllabus is examined over the same dates.
- The January, April and July 2027 sittings all fall before 31 August 2027, so they test 2026/27.
- 5 October 2027 falls after 31 August 2027, outside that window.
Not confirmed yet, and outside the 2026/27 window. In our reading, the October 2027 sitting falls in the next testing year, which on the same pattern would be 2027/28. We did not find a 2027/28 R06 syllabus or tax tables on the CII pages we checked, so confirm on the R06 unit page before you start studying for October 2027.
From the R06 unit page and the R06 July 2026-27 syllabus, read 7 November 2026. The 2027/28 reading is ours, not a CII statement.
- 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
A countdown plan for your sitting
R06 countdown: your sitting, step by step
Choose your sitting. The countdown counts the days from today (your device’s date when the page loads or you change the sitting) to each step, using the CII’s dates. The case-study day is our reading of “two weeks prior”, so it is marked “about”.
Dates from the CII’s Important exam deadlines page, read 7 November 2026. The study suggestions are ours.
| When | What the CII sets | Our suggestion |
|---|---|---|
| Until booking closes | Book your sitting (closing dates above) | Refresh R01 to R05, learn the tax tables for your sitting (2026/27 for January, April and July 2027) and practise timed answers on past-style cases |
| Two weeks before the exam | The two case studies arrive | Work through both clients: their circumstances, objectives and figures; you cannot take your copy of the case studies into the exam |
| Exam day | Three hours, 150 marks, two case studies; the exam guides advise about 90 minutes per case study | Spend your time by the marks shown next to each question part |
| 38 days after the exam | Results, typically by 09:00 UK time, in MyCII | Up to the July 2027 results, the next listed sitting’s closing date is still ahead; check when its booking opens |
From the R06 unit page, the Supporting exam documents page and the R06 exam guides of January and June 2026 (150 marks, about 90 minutes per case study), read 7 November 2026. The suggestions are ours.
Our suggestion: practise timed answers before the case-study fortnight starts. The ProSyllabus CII R06 Case Study Pack has four original practice case studies in the R06 layout for 2026/27, with typed answers marked point by point against model answers and your score against the 55% pass mark. They are our own cases, not CII case studies or past papers.
R06 results dates
For on-screen written exams, the CII says results are typically released by 09:00 (UK time) on the published release date, in the Bookings and Results section of MyCII, and a record of achievement for a pass is available on the day of the results release. Results for the 6 October 2026 sitting are released on 13 November 2026. The 2027 results dates are in the table above: 26 February 2027, 28 May 2027, 13 August 2027 and 12 November 2027.
From October 2026 to July 2027, each results date falls before the next sitting closes: the October 2026 results come 52 days before the January closing date, and the January, April and July 2027 results come 38, 24 and 38 days before the next one. The tightest gap is from the April results (28 May 2027) to the July closing date (21 June 2027). The standard pass mark is 55%, and the R06 unit page gives a 2025 pass rate of 71.34%.
Worked example 1
You sat R06 on 6 October 2026. If the result is a fail, can you still sit in January 2027?
- The October 2026 results are released on Friday 13 November 2026.
- Booking for the January sitting closes on Monday 4 January 2027: 52 days after the results.
- The January case studies arrive about Tuesday 5 January 2027 (two weeks before the exam), and the exam is on Tuesday 19 January 2027.
- A post-results review of marking must be requested within 20 UK business working days of the results date, and the CII aims to give its outcome within 25 UK business working days of the request, so a review may still be open when booking closes.
Yes, very likely. The January closing date is 52 days after your results, so you have time to decide; check when January bookings open (TBC on 7 November 2026) and book by Monday 4 January 2027. The January results follow on Friday 26 February 2027. Our suggestion, if you ask for a review of marking: consider booking January before its closing date while you wait, because the CII says that if you have booked a resit and the review results in a pass before you re-sit, you can contact Customer Service to claim a refund of the entry fee.
Dates from the Important exam deadlines page, read 7 November 2026; review rules from the Post-results services page, read 5 November 2026. The day count is ours.
What we could not find
| Question | What we found |
|---|---|
| When 2027 R06 bookings open | “TBC” for every 2027 sitting on the Important exam deadlines page on 7 November 2026; the closing dates are confirmed. |
| The exact day and time the case studies are released | The R06 unit page says “two weeks prior to exam sitting”; we found no published day or time. Our “about” dates are the exam date minus 14 days. |
| The start time of the exam on each sitting day | Not on the pages we read; check your booking confirmation in MyCII. |
| The 2027/28 R06 syllabus and tax tables for October 2027 | Not found on the CII pages we checked on 7 November 2026; the 2026/27 ones run to 31 August 2027. |
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Frequently asked questions
When are the R06 exam dates in 2027?
Tuesday 19 January, Tuesday 20 April, Tuesday 6 July and Tuesday 5 October 2027, from the CII’s Important exam deadlines page, read 7 November 2026.
When is the R06 booking deadline?
Booking closes on Monday 4 January 2027 for the January sitting, Monday 5 April for April, Monday 21 June for July and Monday 20 September for October: 15 days before each exam. The CII showed the date bookings open as TBC.
When is the R06 case study released?
The R06 unit page says candidates receive the case studies two weeks before the exam sitting. We found no exact release day on the CII pages we checked; counting back 14 days gives about 5 January, 6 April, 22 June and 21 September 2027.
Can I take the R06 case study into the exam?
No. The CII says you cannot take your copy into the exam. The case studies are provided in the online exam with no new or different information, together with a summary of the clients’ key financial objectives and the tax tables.
When are R06 results released?
Friday 13 November 2026 for the 6 October 2026 sitting, then Friday 26 February, 28 May, 13 August and 12 November 2027 for the 2027 sittings. Results are typically released by 09:00 UK time in MyCII.
Which tax year does R06 test in 2027?
The R06 unit page says the 2026/27 tax year is examined from 1 September 2026 until 31 August 2027, which covers the January, April and July 2027 sittings. The 5 October 2027 sitting falls after that window; check the R06 unit page for the testing position before you study for it.
Can I sit R06 by remote invigilation?
Yes. R06 is an on-screen written exam, and the R06 exam guides give instructions for candidates sitting via remote invigilation or at a test centre; check the CII’s remote invigilation requirements for the room and equipment you need. By remote invigilation you must download a Secure Browser add-on before testing; its download link is on the exam scheduling site 30 minutes before the exam.
More in this series
Sources
- official — CII: Important exam deadlines (2027 R06 sittings, booking closing dates and results release dates; 2026 R06 results date; read 7 Nov 2026)
- official — CII: Financial planning practice (R06), unit page (assessment, pass mark, 2025 pass rate, testing position and tax year, tax table updates; read 7 Nov 2026)
- official — CII: R06 July 2026-27 syllabus (PDF; examined from 1 September 2026 to 31 August 2027)
- official — CII: Supporting exam documents (R06 case studies, tax tables 2026-2027, compound interest; read 7 Nov 2026)
- official — CII: R06 exam guides, January 2026 and June 2026 (PDF; 150 marks, two case studies, about 90 minutes per case study, remote invigilation or test centre)
- official — CII: Assessment information (written exam enrolment period and delivery; read 7 Nov 2026)
- official — CII: On-screen written exams by remote invigilation, About your exam (read 7 Nov 2026)
- official — CII: On-screen written exams at a test centre, About your exam (read 7 Nov 2026)
- official — CII: Results information (written exam release time, records of achievement; read 5 Nov 2026)
- official — CII: Post-results services (review of marking deadline, fee and resit refund; read 5 Nov 2026)
official = a document published by the conducting body. reported = a news or coaching site we could not check against an original. Where sources disagree this page says so rather than picking one.
