This is the final unit needed to achieve the CII Diploma in Regulated Financial Planning. It brings together all the knowledge gained throughout the previous five units. Candidates cannot achieve their level 4 qualification or apply for their Statement of Professional Standing (SPS) without a pass in the R06 exam to complete their Diploma.
The R06 exam is a three-hour written exam based on case studies released two and a half weeks prior to the exam sitting. Worth 30 credits and with a recommended 100 hours of study, this is a chunky unit that needs serious attention. The R06 exam can be sat four times a year (January / April / July and October usually), so if a candidate fails, they have to wait a while until the next sitting.
The BTS resources provide a structured study path through the R06 syllabus, covering both the technical knowledge and exam technique required to achieve a pass.
We follow a simple model based on our proven STEP approach to planning your study: Study | Train | e-Learn | Practise
Below you will find an overview of the study support options that make up the BTS approach with details of how the BTS materials can be used to support your learning.
You don’t need to use every element of the BTS approach, but we recommend starting by working through the BTS study guide before attending a workshop in the lead up to your exam sitting. Workshop attendees receive access to the e-Learning Case Study Analysis module as part of their booking fee but it is possible to purchase the Case Study Analysis standalone if you can’t attend a workshop.
Working through our study guide is the essential first step in your R06 study plan.
The BTS R06 study guide is a complete replacement for the examining body textbook.
How is the BTS R06 study guide different?
Our study guides have been designed with learners in mind. We bring the subject matter to life by building up the key knowledge areas with you, using charts and visuals to paint pictures, making the syllabus as interesting as possible.
This guide will get you started on the right exam track in terms of your question answering techniques.
It will introduce you to key techniques and mnemonics to help answer the questions in a way the CII R06 examiner will love. It is full of practice case studies that enable you to learn and then practise these techniques on.
Available in a choice of printed or digital format.
Mind not made up? Order a free sample to try before you buy.
The key to exam success is not just reading and learning technical information parrot fashion.
Think of your BTS study guide as the first step on your very own revision track. You’ll be able to check your progress throughout, using activities, practice questions and end of chapter tests.
As you work through each chapter, you will gradually cover the full R06 syllabus and practise the required exam techniques through the use of:
Our R06 study plan has been designed to encourage and support your planning as you work through the R06 unit.
BTS study plans show you how to:
To view the full BTS study plan for R06, you will need to create a free account on the BTS website. When you login you will have access to our Careers Zone, packed full of information and guidance to support your studies including study plans for every exam we support and online student-led forums so you can chat to others on the same journey.
Really enjoying working my way through the Bespoke Training Solutions Study Guide for R06. In comparison to the CII Guides I’ve used for previous exams, reading this is far less confusing and stressful! Also delighted to have secured a place on their R06 Workshop! The end line is near and it’s so exciting to hopefully have the Diploma done and dusted by the start of next season. Huge thanks to BTS for their continued support and especially Luiza Todd FPFS CFP for always being there to answer the barrage of questions I always have!
Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R06 workshop like?
The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass.
The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 exam techniques and technical knowledge. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the R06 exam sitting as much as possible.
R06 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options.
The workshop is ideal preparation in the lead up to your R06 exam sitting.
What makes the R06 workshop so useful?
A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam. Discussions within the group can help to reassure you and improve your understanding of key exam areas. You’ll get out of your day as much as you put in (and more!).
Included in the fee is access to the R06 case study analysis module, so you do not need to purchase this separately. Access to the R06 case study analysis for the previous exam sitting (for past paper practise) will be provided when your booking has been confirmed. The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the case studies.
You’ll also be able to continue your conversations with your fellow R06 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.
Our R06 study plan has been designed to encourage and support your planning as you work through the R06 unit.
BTS study plans show you how to:
To view the full BTS study plan for R06, you will need to create a free account on the BTS website. When you login you will have access to our Careers Zone, packed full of information and guidance to support your studies including study plans for every exam we support and online student-led forums so you can chat to others on the same journey.
Today I found out I passed the R06 exam, which is the final exam I needed to achieve the CII Level 4 Diploma in Regulated Financial Planning! A big thank you to Bespoke Training Solutions Ltd for their fantastic Workshop and e-learning module – I would highly recommend them to anyone sitting the RO exams.
Delighted to have become Level 4 qualified this morning after passing my R06 exam. Massive thanks to Jeff Scholes DipPFS for his online Workshops and the rest of the team at Bespoke Training Solutions Ltd for their exam resources!
Really enjoying working my way through the Bespoke Training Solutions Study Guide for R06. In comparison to the CII Guides I’ve used for previous exams, reading this is far less confusing and stressful! Also delighted to have secured a place on their R06 Workshop! The end line is near and it’s so exciting to hopefully have the Diploma done and dusted by the start of next season. Huge thanks to BTS for their continued support and especially Luiza Todd FPFS CFP for always being there to answer the barrage of questions I always have!
What a fantastic way to end the week! Less than 24 hours after receiving my pass in R04, I can now finally say that I have passed R06 this morning. I would also like to give a mention to Bespoke Training Solutions Ltd for their excellent revision aids, Workshops and all-round great training.
Attended BTS workshops ahead of sitting R06. Really useful experience to highlight technical areas where knowledge was rusty, but more importantly on how to answer questions the way CII want you to in order to obtain marks!! Would definitely recommend.
The module allows you to work through your R06 preparation systematically, with potential exam questions fully explored.
What is the BTS R06 e-Learning like?
More than just an analysis, the module guides you through the materials step by step.
The e-Learning module includes guidance on how to approach your preparation for the exam, together with information on the actual case studies for your sitting and potential examination questions. The e-Learning module is packed full of as many possible R06 exam questions that the BTS technical team can think of!
Also included are a series of graphical crib sheets covering the key technical areas relevant to the fact-find.
Key features of BTS e-Learning include:
Mind not made up? Order a free sample to try before you buy.
Some candidates choose to use our e-Learning as an alternative to attending a workshop, some will utilise both a workshop and e-Learning. BTS R06 workshop attendees receive access to the Case Study Analysis e-Learning module as part of their workshop booking fee. If you can’t attend a workshop you can purchase the e-Learning separately.
The analysis e-Learning module includes access to the full BTS case study analysis for the previous exam sitting to use as past paper practise whilst waiting for the release of the analysis for the next sitting. The BTS analysis for your sitting is automatically added to the course within four days of the release of the case studies.
Every question includes a suggested answer with fully explained rationale and discussion points. Technical crib sheets are included, so you can revise key technical knowledge as you work through the module.
Our R06 study plan has been designed to encourage and support your planning as you work through the R01 unit.
BTS study plans show you how to:
To view the full BTS study plan for R06, you will need to create a free account on the BTS website. When you login you will have access to our Careers Zone, packed full of information and guidance to support your studies including study plans for every exam we support and online student-led forums so you can chat to others on the same journey.
Today I found out I passed the R06 exam, which is the final exam I needed to achieve the CII Level 4 Diploma in Regulated Financial Planning! A big thank you to Bespoke Training Solutions Ltd for their fantastic Workshop and e-learning module – I would highly recommend them to anyone sitting the RO exams.
Below, you will find a range of recent articles providing insights, help and advice for this unit, we hope you find these useful. Remember if you have any questions on your journey feel free to get in touch with the BTS support team.
