Financial Planning Practice (R06)
CII R06 Financial Planning Practice course is meticulously designed to empower financial advisers in developing their financial planning capabilities. This unit serves as a practical test of your ability to apply the technical knowledge and planning skills acquired through previous study, reinforcing your capacity to provide competent and fitting financial advice.
The course begins by emphasising the critical importance of acquiring relevant client information and gaining an in-depth understanding of their needs, desires, values, and risk profile, which are the cornerstones of effective financial planning. It further explores the extensive spectrum of client information, subjective factors, and indicators that form the bedrock for financial planning assumptions and decisions, taking into account a client’s unique situation while evaluating the pros and cons of suitable options.
The course guides you in the formulation of well-suited financial plans, requiring you to articulate and substantiate your recommendations effectively and it addresses the vital phases of plan implementation, review, and maintenance, all aimed at achieving your client’s objectives and adapting to changing circumstances. Whether you’re an aspiring financial adviser or seeking to elevate your existing practice, this course equips you with the practical skills and knowledge needed to excel in financial planning, allowing you to demonstrate your expertise in this essential field.
R06 Revision Course
Duration:2 x half day sessions
Location: Online – Microsoft Teams
This course is designed to test and elevate learners existing knowledge. Geared towards learners who have diligently studied the complete CII study text, this workshop should be aligned closely with your exam date. Our aim is to fine-tune your understanding, ensuring you’re not just prepared for the exam but truly “exam-ready.”
Why Choose Skills Edge?
- Experienced CII Tutors: Our workshops are led by experienced CII tutors with years of experience delivering the CII syllabus. Benefit from their in-depth knowledge and insights into the exam’s nuances.
- Comprehensive Study Notes: Access study notes tailored to the CII R06 syllabus. These notes serve as an invaluable resource to help you grasp complex concepts and stay on track with your studies.
- Interactive Learning Resources: Our interactive learning modules and tools make studying engaging and effective. Reinforce your understanding through quizzes, practice exercises, and interactive content that brings the material to life.
- Extensive Mock Question Bank: Prepare with confidence using our extensive bank of over 6000 mock questions. Practice and measure your progress to ensure you’re exam ready.
Over 80% Pass Rate: Join a community of successful learners.
What our learners Say:
“I found the course very helpful and I found Skills Edge’s training excellent. It was engaging and provided a good base to learn from.”
“The course was such a great help. The tutor was amazing, best sessions.”
“This was my first attempt following the sessions with Skills Edge. It really suited my learning style, the slides were fantastic & stuck in my mind.”
