CII's Diploma in Regulated Financial Planning

Posted May 17, 2010

The CII’s Diploma in Regulated Financial Planning requires advisers to pass 6 exams.

The 6 exams are:

  • R01 Financial services, regulation and ethics - 100 multi-choice questions, 2 hour exam, 60 study hours, 20 credits
  • R02 Investment principles and risk - 100 multi-choice questions, 2 hour exam, 60 study hours, 20 credits
  • R03 Personal taxation - 50 multi-choice questions, 1 hour exam, 50 study hours, 10 credits
  • R04 Pensions and retirement planning - 50 multi-choice questions, 1 hour exam, 50 study hours, 10 credits
  • R05 Financial protection - 50 multi-choice questions, 1 hour exam, 50 study hours, 10 credits
  • R06 Financial planning practice – written exam, 100 study hours, 30 credits. Two case studies are sent to candidates two weeks before the exam, which contain client information that forms the basis of the exam questions.

The Diploma in Financial Planning has multi-choice assessment for R01 – R05 and can be sat at any time subject to a week's notice. The R06 exam provides a written element with a focus on the application of knowledge, this being a requirement of the exam standards. R06 is normally available in January, April, July and October.

Q. What training material does Wizard Learning provide?
A. We cover all the exam that make up the Diploma in Regulated Financial Planning. In addition we support manny more exams and provide a CPD system see here for details.

Training Directory see here
 

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