CII R06 Financial Planning Practice

The R06 Financial Planning and Practice exam is a core unit for the Diploma in Regulated Financial Planning. R06 is designed to demonstrate your financial planning capabilities, using previously acquired knowledge, skills and techniques to provide solutions to financial planning scenarios.

The key to passing this exam is to have the technical knowledge and an understanding of the exam itself. How are the questions written? How should you approach your answers? What is the examiner looking for? What are the proven techniques to pass? Purchase our support and we will answer all of these for you, see below for the options and click on each to find out more and/or purchase.

R06 Exam Support

Our R06 Analysis includes:

  • Full comprehensive and detailed analysis of both case studies
  • We walk through each paragraph of the case study explaining what it is telling you and what to look out for
  • Highlighted technical knowledge required and referenced to the relevant R0 text so you can brush up on any areas easily
  • A detailed list of potential questions which may be asked in the exam
  • Full model answers and technique on how to lay out your answer and gain the maximum marks available
  • Forum access to ‘ask the expert’ and interact with fellow students. This is a key resource where you can ask questions, discuss the case studies and get additional help right up to the exam day
  • Access to our full case study analysis’ from the previous 2 exam sessions for you to download at no additional cost to help you understand the R06 exam and start preparing before the case studies are released
  • You will receive our full analysis for the April 2024 exam. The release date for the CII case study is two weeks prior to your exam and we will have our analysis published and ready for you within 7 days of the release date.

R06 Study Resources

R06 Exam Preparation Webinar

25th March 2024

12:00 – 13:00

Delivered by – John Smith

Join us for our free R06 webinar where we will be sharing some top tips on how to approach the exam, what to watch out for and what you can do to start preparing whilst waiting on the case studies being released. By the end of our webinar, you will have a better insight into the R06 exam, what is expected and what you can start doing to prepare to pass.

Customer Reviews

”Thoroughly pleased with all the help Expert Pensions gave me. Would highly recommend to anyone taking R06. Professional and no nonsense revision day with high detail and helpful revision materials give in plenty of time before the exam. Thank you all who helped.”

William Motion

”Expert Pensions was an invaluable tool for me to prepare for R06. I had very little time to get ready for the exam and without the support material from EP. I would have never formed the right method and mental approach to pass my exam! ”

Gianpaolo Parodi

“I believe your analysis made the difference between passing and failing”

Steven Leech

”I passed it without even reading the book thanks to your model answers”

James Williamson

“I felt the case study analysis really benefited my studying which ultimately helped me pass the exam. I only gave myself 2 weeks to study as I passed my R04 3 weeks before the R06 date and just went for it. This was the perfect studying method for me personally as the analysis nearly covered every question in the exam”

Jordan McCulloch

“Thanks to your case study analysis I am pleased to say that I passed and I truly don’t think I would have without your help.”

Hannah Rogers

R06 Financial Planning and Practice Exam

R06 Exam dates:

The R06 exam sittings have been confirmed for January, April, July & October [Click here to view the CII exam dates]. Click below to access the CII website to book your exam and view the full R06 syllabus:

https://shop.ciigroup.org/financial-planning-practice-r06–r06.html

What areas does the R06 exam cover?

R06 is a core unit for the CII RQF level 4 Diploma in Regulated Financial Planning and it draws on the knowledge, skills and application learned from the other R0 units. This unit combines all the knowledge from R01 through to R05 and that is why it is recommended to sit this after you have completed all the other units.

What is the exam structure?

It is a 3 hour exam with questions based on 2 pre-released case studies which are designed to demonstrate your knowledge, skills and techniques to provide sound  financial planning practice. The nominal pass mark is 55%.

Why choose Expert Pensions?

Our experts know and understand the R06 exam and the key to achieving a pass is to ensure that you have the technical knowledge and understanding of all of the syllabus topics included.  How well can you recall and apply your knowledge of the financial planning process to the client-facing scenarios you have been presented with? Our R06 study resources will help you to identify essential information helpful in producing quality answers.  Through our analysis we show you how to demonstrate good technical understanding of the potential topics that could be tested, through to clear and comprehensive explanations of how to apply this technical understanding to the specific scenarios.  We also help you to develop key examination skills through question practice/revision and access to past paper analysis materials.

Need more information to make your decision? Then try our free R06 trial module, we have included part of our previous analysis from July 2019 to highlight the quality of our content and what you can expect from us.

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