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Financial planning practice

R06 (30 CII credits – Diploma level)

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.

Download the 2020/21 syllabus (PDF)

Candidates should note: Two case studies will be sent to candidates two weeks before the examination and will also be available to download on the supporting exam documents page.

Download R06 January 2020 exam guide (PDF)

Download R06 April 2019 exam guide (PDF)

Download R06 July 2020 exam guide (PDF)

Download R06 October 2019 exam guide (PDF)


  • 3-hour exam comprising 2 written case studies on financial planning practice (candidates receive the case studies 2 weeks prior to exam sitting)
  • The pass rate for those completing the unit is currently 67%
  • The nominal pass mark is 55%

Recommended study hours: 100 (will vary depending on your experience and ability)

Prepare for success with Enrolment plus

Improve your chances of exam success with Enrolment plus and receive extra R06 revision aids with your enrolment.

Save while you study: Members save £62 purchasing extra revision aids with Enrolment plus. Non-members save £70.

Printed and digital options

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Enrolment plus – 2020–21 edition (applicable to exams sat 01 Sep 20 to 31 Aug 21)

Information Study text, exam entry and additional revision aids

  • Non-members £342.00
  • Members £253.00

Enrolment – 2020–21 edition (applicable to exams sat 01 Sep 20 to 31 Aug 21)

Information Study text and exam entry

  • Non-members £275.00
  • Members £194.00

Revision aids – 2020–21 edition (applicable to exams sat 01 Sep 20 to 31 Aug 21)

Information Key facts booklet (Digital only)

  • Non-members £36.00
  • Members £31.00

Information Key facts booklet (Printed and digital)

  • Non-members £36.00
  • Members £31.00
  • Non-members £51.00
  • Members £46.00

Information Audio revision

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  • Members £46.00

Information R06 Post Case Study Video Technical Guide – October 20 edition

  • Non-members £122.00
  • Members £102.00

Purchase exam without Enrolment/Enrolment plus

Information Unit R06 exam

You will be provided with an exam voucher to book your exam. You will need to log into MyCII and go to the Booking and results section to redeem this. **Purchasing this option will not provide you with access to the relevant study material or the suite of support tools available via RevisionMate.**

  • Non-members £153.00
  • Members £112.00

Study text renewal

Information Update your study text to the next edition (Digital only)

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Information Update your study text to the next edition (Printed and digital)

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