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Financial planning practice

R06 (30 Diploma credits)

This unit has been developed to help advisers develop and demonstrate their financial planning capabilities. It tests the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriate advice.

Candidates should note: Two case studies will be sent to candidates two weeks before the examination and will also be available to download here.

Study material testing period

2016/17 editions are applicable to exams sat from 01 September 2016 to 31 August 2017.

2017/18 editions are applicable to exams sat from 01 September 2017 to 31 August 2018.

Important

If you would like to purchase the 2016/17 edition of the blended learning package, please contact Customer Service on +44 (0)20 8989 8464.

 

 

Not a member?

Members receive exclusive discounts on CII tuition, courses and exam entry


Revision courses

Members
£265.00
Non-members
£310.00
Revision day
 
Select course & date

Revision day

Revision day

CII revision courses provide expert tutor support ahead of the exam and are designed to improve your chances of passing.

Single day revision courses are structured to cover key elements of the syllabus and give suggestions for effective revision and exam technique.

They enable you to:

  • Explore the syllabus in detail
  • Clarify areas of concern in the syllabus
  • Discover what the examiner is looking for
  • Discuss common mistakes and how to avoid them
  • Learn useful revision and exam techniques.

Learn more about CII face-to-face training venues »

Study package - 17/18 edition

Members
£263.00
Non-members
£338.00
Blended learning and exam package - 2017/18 edition

Blended learning offers supported and structured learning, combining printed materials with online learning tools that can be accessed 24 hours a day, 7 days a week, from any device.

The blended learning package includes a 20% discount on individual member and non-member prices, and includes the following:

  • Study text with updates
    Covering the unit syllabus in a straightforward and user-friendly format.
  • RevisionMate
    A host of online study support services including a study planner, quiz questions, specimen exam and a series of valuable hints and tips.
  • Key fact booklet
    Pocket-sized booklet summarising key points from the study text, great for use while on the move.
  • Learn interactive tutorial
    Online tutorial providing highly interactive study, backed by a revision assessment tool to check understanding as you progress with your studies. 
  • Audio revision
    MP3 material covering the key elements of each subject, perfect for using while travelling.
  • Question pack
    An online bank of 300 questions, providing comprehensive self-testing of the unit syllabus.
  • Discounted revision course
    A discounted 20% on the respective revision course for the unit.
  • Exam entry
    Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase  and a study option renewal service is available if needed.
  • ebooks
    ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

    Please note:
    • ebooks are not pdf files and cannot be printed.
    • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

    An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

    Additional benefits include:
    • Portability - study on the move and when using a printed study text isn't practical
    • Reduced paper use - paperless study reduces your impact on the environment
    • No postage fee - ebooks are delivered electronically through RevisionMate
    • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

           Depending on the device used, ebook features can inclusde:
           • Annotation tools - these include the ability to add notes to pages and highlight key points
           • Easy navigation  - interactive contents page and search function help you pinpoint content
           • Quick web link access - related articles and resources can be accessed with a single click
           • In-built dictionary - definitions for unfamiliar words
           • Read-aloud - available on supporting devices, allowing increased accessibility

           Find out more
           • Free sample chapters
           • ebooks FAQs 
           

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

 


Blended learning and exam package - 2017/18 edition

Blended learning offers supported and structured learning, combining printed materials with online learning tools that can be accessed 24 hours a day, 7 days a week, from any device.

The blended learning package includes a 20% discount on individual member and non-member prices, and includes the following:

  • Study text with updates
    Covering the unit syllabus in a straightforward and user-friendly format.
  • RevisionMate
    A host of online study support services including a study planner, quiz questions, specimen exam and a series of valuable hints and tips.
  • Key fact booklet
    Pocket-sized booklet summarising key points from the study text, great for use while on the move.
  • Learn interactive tutorial
    Online tutorial providing highly interactive study, backed by a revision assessment tool to check understanding as you progress with your studies. 
  • Audio revision
    MP3 material covering the key elements of each subject, perfect for using while travelling.
  • Question pack
    An online bank of 300 questions, providing comprehensive self-testing of the unit syllabus.
  • Discounted revision course
    A discounted 20% on the respective revision course for the unit.
  • Exam entry
    Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase  and a study option renewal service is available if needed.
  • ebooks
    ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

    Please note:
    • ebooks are not pdf files and cannot be printed.
    • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

    An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

    Additional benefits include:
    • Portability - study on the move and when using a printed study text isn't practical
    • Reduced paper use - paperless study reduces your impact on the environment
    • No postage fee - ebooks are delivered electronically through RevisionMate
    • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

           Depending on the device used, ebook features can inclusde:
           • Annotation tools - these include the ability to add notes to pages and highlight key points
           • Easy navigation  - interactive contents page and search function help you pinpoint content
           • Quick web link access - related articles and resources can be accessed with a single click
           • In-built dictionary - definitions for unfamiliar words
           • Read-aloud - available on supporting devices, allowing increased accessibility

           Find out more
           • Free sample chapters
           • ebooks FAQs 
           

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

 

Study options – printed book

Members
£92.00
Non-members
£127.00
Study text with updates (applicable to exams sat 01 Sep 16 to 31 Aug 17)

This is a self-study course applicable to exams sat from 01 Sep 2016 - 31 Aug 2017. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
Additionally, you will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: Access is granted until 31 Aug 2017 when this study text enrolment expires.
 
Support typically include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Study text with updates (applicable to exams sat 01 Sep 16 to 31 Aug 17)

This is a self-study course applicable to exams sat from 01 Sep 2016 - 31 Aug 2017. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
Additionally, you will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: Access is granted until 31 Aug 2017 when this study text enrolment expires.
 
Support typically include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Members
£92.00
Non-members
£127.00
Printed study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 - 31 Aug 2018. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
Additionally, you will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: Access is granted until 31 Aug 2018 when this study text enrolment expires.
 
Support typically include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Printed study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 - 31 Aug 2018. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
Additionally, you will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: Access is granted until 31 Aug 2018 when this study text enrolment expires.
 
Support typically include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Members
£46.00
Non-members
£64.00
Update your study text to the next edition

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Update your study text to the next edition

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Study options – ebook (not refundable once downloaded)

Members
£92.00
Non-members
£127.00
ebook study text with updates (applicable to exams sat 01 Sep 16 to 31 Aug 17)

This is a self-study course applicable to exams sat from 01 Sep 2016 - 31 Aug 2017. It consists of a digital ebook study text, with electronic updates which will be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study tool, where you will also have access to an unrivalled suite of online services to support your studies. Please note: Access to this support is granted until 31 Aug 2017 when this study text enrolment expires.

Support typically includes a study planner, key points and a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, the latest examination guide and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android and Windows tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday(customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs and unit availability

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

ebook study text with updates (applicable to exams sat 01 Sep 16 to 31 Aug 17)

This is a self-study course applicable to exams sat from 01 Sep 2016 - 31 Aug 2017. It consists of a digital ebook study text, with electronic updates which will be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study tool, where you will also have access to an unrivalled suite of online services to support your studies. Please note: Access to this support is granted until 31 Aug 2017 when this study text enrolment expires.

Support typically includes a study planner, key points and a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, the latest examination guide and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android and Windows tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday(customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs and unit availability

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£92.00
Non-members
£127.00
ebook study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 to 31 Aug 2018. It consists of a digital ebook study text, with electronic updates which will be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study tool, where you will also have access to an unrivalled suite of online services to support your studies. Please note: Access to this support is granted until 31 Aug 2018 when this study text enrolment expires.

Support typically includes a study planner, key points and a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, the latest examination guide and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

ebook study text - 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

This is a self-study course applicable to exams sat from 01 Sep 2017 to 31 Aug 2018. It consists of a digital ebook study text, with electronic updates which will be made available for the examination period to which they relate (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study tool, where you will also have access to an unrivalled suite of online services to support your studies. Please note: Access to this support is granted until 31 Aug 2018 when this study text enrolment expires.

Support typically includes a study planner, key points and a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, the latest examination guide and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£46.00
Non-members
£64.00
Update your ebook study text to the next edition

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the ebook study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Update your ebook study text to the next edition

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the ebook study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Revision aids - 16/17 editions

Members
£44.00
Non-members
£48.00
MP3 audio revision - 16/17 edition

This MP3 audio material covers the key elements of each subject and is applicable to exams sat from 01 September 2016 to 31 August 2017. Please note that access to the audio course will not be available after this period but downloaded audio files will never expire.

They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text.

Delivered online via RevisionMate, they are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

MP3 audio revision - 16/17 edition

This MP3 audio material covers the key elements of each subject and is applicable to exams sat from 01 September 2016 to 31 August 2017. Please note that access to the audio course will not be available after this period but downloaded audio files will never expire.

They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text.

Delivered online via RevisionMate, they are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£44.00
Non-members
£48.00
Learn interactive tutorial - 16/17 edition

The Learn online tutorial provides highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

This edition is based on the 2016/17 tax year and exam syllabus which is examined from 01 September 2016 to 31 August 2017. Please note that access will not be available after this date.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Minimum system requirements:

  • Operating system: Windows/OSX/Android/iOS devices
  • Web browser: Latest versions of IE/Safari/Firefox/Chrome
  • Computer/laptop users: Latest version of Adobe Flash player.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Learn interactive tutorial - 16/17 edition

The Learn online tutorial provides highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

This edition is based on the 2016/17 tax year and exam syllabus which is examined from 01 September 2016 to 31 August 2017. Please note that access will not be available after this date.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Minimum system requirements:

  • Operating system: Windows/OSX/Android/iOS devices
  • Web browser: Latest versions of IE/Safari/Firefox/Chrome
  • Computer/laptop users: Latest version of Adobe Flash player.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£26.00
Non-members
£31.00
Key fact booklet (applicable to exams sat 01 Sep 16 to 31 Aug 17)

Comprehensive pocket-sized booklets summarising the key information contained in the study text (applicable to exams sat from 01 September 2016 to 31 August 2017).

These are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

Key fact booklet (applicable to exams sat 01 Sep 16 to 31 Aug 17)

Comprehensive pocket-sized booklets summarising the key information contained in the study text (applicable to exams sat from 01 September 2016 to 31 August 2017).

These are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

Members
£26.00
Non-members
£31.00
e-key fact booklet (applicable to exams sat 01 Sep 16 to 31 Aug 17)

Summarising the key information contained in the study text (applicable to exams sat from 01 September 2016 to 31 August 2017). Please note that access to the e-key facts booklet will not be available after this period.

e-key fact booklets are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

e-key fact booklets are delivered via RevisionMate, the CII's online study tool and are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones, using appropriate ereader software.

They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

e-key fact booklet (applicable to exams sat 01 Sep 16 to 31 Aug 17)

Summarising the key information contained in the study text (applicable to exams sat from 01 September 2016 to 31 August 2017). Please note that access to the e-key facts booklet will not be available after this period.

e-key fact booklets are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

e-key fact booklets are delivered via RevisionMate, the CII's online study tool and are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones, using appropriate ereader software.

They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£12.00
Non-members
£13.00
Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Revision aids - 17/18 editions

Members
£26.00
Non-members
£31.00
Printed key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Comprehensive pocket-sized booklets summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018).

These are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

Printed key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Comprehensive pocket-sized booklets summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018).

These are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

Members
£26.00
Non-members
£31.00
e-key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18) **Available w/e 28 Jul**

Summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018). Please note, access to the e-key facts booklet will not be granted after this period.

e-key fact booklets are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

e-key fact booklets are delivered via RevisionMate, the CII's online study tool and are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones, using appropriate ereader software.

They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.


Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete. 

e-key fact booklet – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18) **Available w/e 28 Jul**

Summarising the key information contained in the study text (applicable to exams sat from 01 Sep 2017 to 31 Aug 2018). Please note, access to the e-key facts booklet will not be granted after this period.

e-key fact booklets are perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

e-key fact booklets are delivered via RevisionMate, the CII's online study tool and are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones, using appropriate ereader software.

They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.


Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete. 

Members
£44.00
Non-members
£48.00
Learn interactive tutorial – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18) **Available w/e 08 Sep**

The Learn online tutorial provides highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

This edition is based on the 2017/18 tax year and exam syllabus which is examined from 01 September 2017 to 31 August 2018. Please note that access will not be available after this date.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Minimum system requirements:

  • Operating system: Windows/OSX/Android/iOS devices
  • Web browser: Latest versions of IE/Safari/Firefox/Chrome
  • Computer/laptop users: Latest version of Adobe Flash player.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Learn interactive tutorial – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18) **Available w/e 08 Sep**

The Learn online tutorial provides highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

This edition is based on the 2017/18 tax year and exam syllabus which is examined from 01 September 2017 to 31 August 2018. Please note that access will not be available after this date.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Minimum system requirements:

  • Operating system: Windows/OSX/Android/iOS devices
  • Web browser: Latest versions of IE/Safari/Firefox/Chrome
  • Computer/laptop users: Latest version of Adobe Flash player.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£44.00
Non-members
£48.00
MP3 audio revision – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18) **Available w/e 25 Aug**

This MP3 audio material covers the key elements of each subject and is applicable to exams sat from 01 Sep 2017 to 31 August 2018. Please note that access to the audio course will not be available after this period but downloaded audio files will never expire.

They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text.

Delivered online via RevisionMate, they are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

MP3 audio revision – 2017/18 edition (applicable to exams sat 01 Sep 17 to 31 Aug 18) **Available w/e 25 Aug**

This MP3 audio material covers the key elements of each subject and is applicable to exams sat from 01 Sep 2017 to 31 August 2018. Please note that access to the audio course will not be available after this period but downloaded audio files will never expire.

They last between 3-5 hours depending on the subject and provide an ideal way to reinforce the learning from the study text.

Delivered online via RevisionMate, they are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£12.00
Non-members
£13.00
Examination guide (April 2017)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Examination guide (April 2017)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Book exam or redeem exam voucher

Book your exam here. You can also book here if you have a valid exam voucher and will not be charged.

Members
£97.00
Non-members
£138.00
Unit R06 exam
 

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Assessment methods include:

  • Multiple-choice exams - the assessment method for Award, Certificate, and Diploma in Regulated Financial Planning units R01-R05 assessed in the UK. Exams are delivered on-screen at a network of over 40 public centres across the UK. Sittings are available year-round, often on a weekly basis.
  • Written exams - the assessment method for some Diploma and Advanced Diploma units and all units examined outside the UK. Sittings are typically available twice-yearly in April and October at over 50 public centres throughout the UK and over 120 public centres outside the UK.
  • Coursework assessment - available for a select number of Advanced Diploma in Insurance units, Advanced Diploma in Financial Planning unit (AF6) Senior management and supervision and financial services unit (J09) Paraplanning, coursework assessment involves the completion of three written assignments during a 12 month period.
  • Mixed assessment - available for a number of Diploma in Insurance units and all Diploma in Insurance units by April 2018 (unit codes begin with the letter M). This involves the successful completion of both a coursework assignment and a multiple-choice exam. This has an 18 month enrolment period.
  • Dissertation assessment - available for Advanced Diploma units (991) London market insurance specialisation and (994) Insurance market specialisation. This involves the submission of a dissertation proposal and an 11,000 word dissertation. This has an 18 month enrolment period. 

Find out more

It is essential that candidates familiarise themselves with the guidelines and instructions which are shown on the CII website under the relevant units. In addition candidates should familiarise themselves with the coursework and dissertation policies as well as exam policies (before the assessment) and notes to results (after the assessment).

Learning solutions update

These updates are Learning Solutions updates for study purposes.

Please note that for Financial Planning examinations, the tax year 2016/17 will be examined from 1 September 2016.

2016-17 edition

Pdf icon small R06 2016-17 edition changes

Pdf icon small R06_2016-17_Web_update_01_16-01-2017

Pdf icon small R06_2016-17_Web_update_02_07-03-2017

Pdf icon small Autumn Statement 2016

Pdf icon small Tax tables 2016/17

Pdf icon small Budget summary March 2016

2017-18 edition changes

Pdf icon small R06 2017-18 edition changes

Pdf icon small Budget Summary 2017

Pdf icon small Update to budget summary 17-03-2017 

Other information

Pdf icon small Financial services current editions

 

 

 

 

 

Qualification update

Testing Position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • It is important that you keep yourself informed of any changes which may occur affecting the units you are studying by using material suggested in the reading lists on the syllabuses in the relevant qualification section of this website.
  • The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known but it cannot guarantee this in time for any particular exam. Candidates should refer to the CII update website www.cii.co.uk/updates for the latest information on changes to law and practice and when they will be examined.
  • Candidates will be examined on the basis of law and practice in England unless otherwise stated.
  • Candidates must keep up to date with legislative and industry changes that occur within the tax year.
  • The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes not related to the Finance Act will be examined three months after they become legally effective.

Tax year

  • The tax year 2016/2017 will be examined from 1 September 2016 until 31 August 2017.

EU Referendum

  • On 23 June 2016, the UK voted to leave the European Union (EU).
  • The UK Government invoked 'Article 50' of the Lisbon Treaty on 29 March 2017. In doing so, the two-year negotiation period which will result in Britain leaving the EU began. This means that, at the time of publication, the UK's membership of the EU will cease on 29 March 2019.
  • Until this final 'withdrawal agreement' is entered into, the UK will continue to be a full member of the EU, compliant with all current rules and regulations, and firms must continue to abide by their obligations under UK law, including those derived from the EU, and continue with the implementation of all  legislation that is still to come into effect.
  • The longer term impact of the decision to leave the EU on the UK's overall regulatory framework will depend, in part, on the relationship agreed between the UK Government and the EU to replace the UK's current membership at the end of the 'Article 50' negotiation period.
  • Please note: The UK decision to leave the European Union will have no impact on the 2017- 2018 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.

Inheritance and Trustees Power Act 

  • The changes to the Inheritance and Trustees Power Act become effective on 1 October 2014.

Pdf icon small Pension-Position-2011-2012-revised23.02.2012

 

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.