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AF5 Fact Find Analysis e-Learning Module 2022-2023 (September 2023 exam sitting)
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AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)
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The Chartered Insurance Institute (CII) level 4 Diploma in Regulated Financial Planning is made up of six core modules, commonly referred to as the R0 exams. The level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers.
BTS offer support for each R0 module and we love taking candidates through from R01, when they start their journey, to R06 when they finally achieve their CII Diploma in Regulated Financial Planning. As the R0 exams are what we are all about, we thought it made sense to tell you a little more about each of them.
| Exam | Recommended study hours | Credits | Pass mark | National pass rate (2021) |
|---|---|---|---|---|
| R01 Financial services, regulation and ethics | 60 | 20 | 65% | 69% |
| R02 Investment principles and risk | 60 | 20 | 65% | 65% |
| R03 Personal taxation | 50 | 10 | 65% | 57% |
| R04 Pensions and retirement planning | 50 | 10 | 65% | 57% |
| R05 Financial protection | 50 | 10 | 70% | 78% |
| R06 Financial planning practice | 100 | 30 | 55% | 74% |
The BTS R0 Exam Study Toolkits have been specially designed to guide you through all 6 R0 units, helping you to achieve your CII Diploma in Regulated Financial Planning.
Find out more about each unit, and the study support available here:
