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.
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.
This introductory module enables candidates to achieve a broad understanding of the financial services industry, with a focus on regulation, legislation, and the Code of Ethics.
The focus here is to develop knowledge of different investment products so candidates can apply the investment advice process effectively.
Tax is relevant to all aspects of financial planning. The aim of this module is to ensure candidates understand the UK tax system and can apply it to different financial advice scenarios.
This module will enable candidates to identify and analyse relevant pension and retirement planning considerations when they are delivering financial advice.
Protection lies at the core of all financial planning considerations, so this important module equips candidates with the knowledge they need to identify risks and work with clients to implement the right protection solutions for them.
This is the final module needed to achieve the CII Diploma in Regulated Financial Planning. It brings together all the knowledge gained throughout the previous modules. Candidates are expected to apply what they know to case studies to test the practical application of the technical knowledge they have learned.
Our guides provide a clear, visual way to study for regulated exams.
They help you develop the base knowledge and understanding required for an exam pass.
There is no need to purchase the examining body R0 study text, our BTS guides are a complete replacement.
Available in a choice of two formats: printed or digital.
BTS offer face to face and remote workshops, and 1:1 training.
Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.
BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.
BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.
It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.
BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.
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