R01 TO R06 LIVE EXAM SUPPORT
Your future in financial planning.
On your terms.
CII Diploma in Regulated Financial Planning
Work towards becoming a financial adviser, sharpen your paraplanning knowledge or develop your team. Bring your learning together with focused support for every stage of the Diploma.
Targeted exam preparation alongside your CII study.
Book one unit or plan your support across all six.
YOUR DIPLOMA PATHWAY
LIVE ONLINE
Six units.
One career-building qualification.
Regulation and ethics
Investment and risk
Personal taxation
Pensions and retirement
Financial protection
Planning practice
CII Level 4 Diploma in Regulated Financial Planning
100 credits upon successful completion
ONE PATHWAY. DIFFERENT AMBITIONS.
A recognised qualification.
A stronger next chapter.
The CII Diploma in Regulated Financial Planning builds technical knowledge across the core areas of financial planning and meets the FCA’s qualification requirements for retail investment advisers.
6
4
100
Core units.
Level
CII Credits
The qualification is awarded by the CII, not by attending a masterclass or course programme.
ASPIRING FINANCIAL ADVISERS
Turn your ambition into a clear direction.
Build the knowledge behind financial advice and work towards the Diploma, with focused revision support as you prepare for each exam.
PARAPLANNER & TECHNICAL TEAMS
Deepen the expertise behind the advice.
Strengthem your understanding of investments, tax, pensions and protection. Consolidate the technical knowledge that supports financial planning.
EMPLOYERS & TEAM LEADERS
Develop the people your business needs.
Support future advisers and capable parplanners more swiftly. Target the units each colleague or team needs without enrolling them on an apprenticeship.
New to the Diploma? Our masterclasses and support packages consolidate learning, they do not replace studying the full CII material. Plan your CII study first, then use a masterclass to sharpen your understanding before the exam. Qualification alone does not establish adviser competence or permission to practice.
EXPLORE THE R01 to R06 PATHWAY
Your next unit. Your next step.
Choose the support you need now, or build a revision plam across the full Diploma.
Live online tuition.
View each product for current dates, fees, formats and inclusions.
Financial services, regulation and ethics
Build your regulatory foundations.
Make sense of the UK financial services framework, regulation and professional ethics.
Regulation. Consumer protection. Ethical practice.
20 CII credits
Multiple-choice exam
Investment principles and risk
Understand the investment picture.
Consolidate your understanding of investment products, asset classes and the relationship of risk and return.
Investment principles. Risk. Investment planning.
20 CII credits
Multiple-choice exam
Personal taxation
Bring clarity to the calculations.
Strengthen your understanding of UK personal taxation and its relevance to financial planning.
Income and gains. Investments. Inheritance tax.
10 CII credits
Multiple-choice exam
Pensions and retirement planning
See retirement planning more clearly.
Untangled pension principles, retirement options, and planning for later life.
Pension schemes. Tax treatment. Retirement options.
10 CII credits
Multiple-choice exam
Financial protection
Put protection into perspective.
Explore protection needs and the solutions that help safeguard clients, their families and their finances.
Life cover. Health protection. Income protection.
10 CII credits
Multiple-choice exam
Financial planning practice
Bring your knowledge together.
Apply the knowledge from R01 to R05 to client scenarios and prepare for the case-study examinations.
Client needs. Planning options. Recommendations.
30 CII credits
Case-study exam
Flexible order, clear destination. The Diploma comprises all six core units, subject to CII recognition of prior learning. You do not have to study in numerical order. R06 brings together the knowledge from R01 to R05.
Qualification fees are separate. CII enrolment, study texts and exam fees are not included. Credits shown relate to passing CII units, not attending workshops. Check each product page before booking.
THE SKILLS EDGE APPROACH
Turn study into exam confidence.
You have put in the study time. Now make it count. Our tutor-led workshops help you clarify difficult concepts, identifty gaps and practise applying what you know.
PLAN
Expert guidance. Clear strategy.
Understand what the exam asks of you and focus your preparation on the areas that need attention..
PROGRESS
Focused learning. Real momentum.
Make connections, work through questions and turn challenging topics into clearer understanding.
PASS
Confident. Prepared. Exam-ready.
Approach your assessment with stronger knowledge and practical techniques to support your performance.
Expert led, not left to chance
Learn with expert tutors who understand the CII syllabus and the challenges learners face.
Study text made simple
Break down complex topics with clear explanations, examples and practical context.
Interactive, not passive
Ask questions, take part in discussion and test your understanding during live tuition.
Exam focused, not text led
Consolidate key areas of your unit and develop practical approached to exam questions.
Online, wherever you are
Join through Microsoft Teams without travelling to a classroom. Choose from the published course dates.
Focused formats that fit
R01 to R05 offerone day masterclasses and study programmes. R06 has dedicated case-study workshops.
A FLEXIBLE ALTERNATIVE TO APPRENTICESHIP DELIVERY
Professional learning.
Without an apprenticeship timetable.
Choose self-funded or employer-funded exam support without enrolling on an apprenticeship. Plan learning around existing knowledge, exam goals and business priorities.
Online, wherever you are
Support a full Diploma journey or focus revision on the next unit a colleague needs.
Keep control of the pace
Set a study plan around workload and readiness, then book a suitable published workshop date.
No apprenticeship funding administration
Directly purchased courses do not require an apprneticeship training plan or funding evidence.
Develop different people differently
Discuss support for future advisers, established paraplanners and colleagues progressing at different stages.
MEET YOUR TRAINER
Sue Cox
Over 30 years industry experience, with more than 25 years working directly with the CII across Diploma and Adv Diploma training.
Expertise you can revisit
The R0 masterclasses include a session recording and resources, with content aligned to the latest CII syllabus. Check each product page for the support included with that unit.
Explore the R0 masterclass experience →
A CLEAR PLAN FROM HERE
Your study.
Our support. Your next step.
Whether you are beginning the Diploma or preparing for your final unit, put the right support at the right point in your learning.
- 01Choose your goal and next unit.
Consider your experience, existing passes and the expertise you want to build.
- 02Study the full CII material.
Arrange CII enrolment and work through the unit before your revision workshop.
- 03Bring it together in a masterclass.
Choose a date close to your exam, clarify questions and focus your final preparation.
- 04Sit your exam. Plan what follows.
Book your assessment separately with the CII and build towards the full Diploma.
Trainers with sector experience
Live, online learning
Interactive with questions and answers
YOUR NEXT STEP
Let's put your
next chapter
into motion.
One exam, the full Diploma or a stronger technical team. Tell us where you want to go and we will help you plan the next steps.
A conversation about what matters to you.
Your goals, your starting point, the support you need and a realistic plan for moving forward.