{ "name": "CII Academy Public Course Catalog", "url": "https://cii.academy/api/courses", "total": 11, "courses": [ { "id": "cii-cf8", "slug": "cii-cf8-long-term-care-insurance", "shortName": "CF8", "title": "CII CF8: Long Term Care Insurance", "description": "Prepare for the 75-question CII CF8 assessment with focused coverage of UK care funding, long-term care products, legal issues, taxation and client advice.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 10, "url": "https://cii.academy/exam-preparation/cii-cf8-long-term-care-insurance/", "previewAvailable": false, "features": [ "AI Audio Summaries", "AI Chat Tutor", "AI Mentor & Analyzer", "Rapid-Recall CF8 Flashcards", "300 Original Practice Questions · Five Full Mocks" ], "targetAudience": [ "Financial Advisers taking the CF8 exam", "UK advisers developing later-life planning knowledge", "Paraplanners and technical support professionals", "Professionals working toward the CII Award in Long Term Care Insurance" ], "examFormat": { "questions": 75, "assessmentType": "75 multiple-choice questions: 50 standalone questions plus 5 case studies with 5 questions each", "durationMinutes": 120, "passPercentage": 70, "requiredCorrectAnswers": 53, "level": 3, "studyHours": 70, "ciiCredits": 15 }, "price": { "amount": 189, "currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "AI Audio Summaries", "description": "Listen to course modules on the go. 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A full 2026/27 study text was not available for this refresh." } }, { "id": "cii-r03", "slug": "cii-r03-personal-taxation", "shortName": "R03", "title": "CII R03: Personal Taxation", "description": "Prepare for the 50-question CII R03 assessment with focused 2026/27 coverage of income tax, NICs, CGT, IHT, residence, transaction taxes, investment taxation and tax planning.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 12, "url": "https://cii.academy/exam-preparation/cii-r03-personal-taxation/", "previewAvailable": false, "features": [ "AI Audio Summaries", "R03-Grounded AI Tutor", "145 Rapid-Recall Flashcards", "Five Full-Length Mock Exams", "Multiple-Response Practice" ], "targetAudience": [ "Candidates taking the CII R03 examination", "Financial advisers and paraplanners developing personal-tax knowledge", "Professionals working toward the CII Diploma in Regulated Financial Planning", "UK financial-services staff applying tax principles to investment advice" ], "examFormat": { "questions": 50, "assessmentType": "50 multiple-choice questions: 39 standard format and 11 multiple-response format", "durationMinutes": 60, "passPercentage": 65, "level": 4, "studyHours": 50, "ciiCredits": 10 }, "price": { "amount": 189, "currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "Five Full-Length Mock Exams", "description": "Build calculation accuracy, tax judgement and timing with five 50-question practice exams." }, { "title": "R03-Grounded AI Tutor", "description": "Ask questions against the course material whenever a tax rule or calculation needs clarification." }, { "title": "Active-Recall Revision", "description": "Strengthen memory with 145 flashcards and a 132-item reference sheet." }, { "title": "Detailed Chapter Summaries", "description": "Turn a figure-heavy syllabus into structured, outcome-weighted revision." } ], "syllabus": [ { "title": "Understand the UK tax system as relevant to the needs and circumstances of individuals and trusts", "overview": "Income tax, National Insurance contributions, capital gains tax, inheritance tax, residence, self assessment, tax compliance and transaction taxes.", "marks": 30 }, { "title": "Analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts", "overview": "Tax on deposits, securities, shares, property, collective investments, pensions, ISAs, offshore funds, life policies and tax-incentivised investments.", "marks": 30 }, { "title": "Analyse the role and relevance of tax in the financial affairs of individuals and trusts", "overview": "How tax affects ownership, family planning, remuneration, retirement, estates, gains, disclosures and anti-avoidance controls.", "marks": 20 }, { "title": "Apply the knowledge of personal taxation to the provision of investment advice", "overview": "Using income tax, NIC, CGT, IHT, residence and wrapper analysis to support suitable client recommendations.", "marks": 20 } ], "sourceVerification": { "syllabusVersion": "2026/2027", "lastVerified": "2026-09-01", "officialSourceUrl": "https://www.cii.co.uk/learning/qualifications/unit-R03/", "officialSourceLabel": "CII R03 unit page", "note": "Exam format, pass mark, level, study hours, credits, 2025 pass rate, 2026/27 syllabus weighting and dated tax controls verified against current public CII documents. A full 2026/27 study text was not available for this refresh." } }, { "id": "cii-r04", "slug": "cii-r04-pensions-and-retirement-planning", "shortName": "R04", "title": "CII R04: Pensions and Retirement Planning", "description": "Prepare for the 50-question CII R04 assessment with a dedicated formula bank, step-by-step pension calculations, current 2026/27 figures, five full mocks and applied retirement-planning practice.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 10, "url": "https://cii.academy/exam-preparation/cii-r04-pensions-and-retirement-planning/", "previewAvailable": false, "features": [ "AI Audio Summaries", "R04-Grounded AI Tutor", "318 Recall and Calculation Flashcards", "Five Full-Length Mock Exams", "Formula Bank and 2026/27 Figures" ], "targetAudience": [ "Candidates taking the CII R04 examination", "Financial advisers and paraplanners developing pensions knowledge", "Professionals working toward the CII Diploma in Regulated Financial Planning", "UK financial-services staff supporting retirement-planning advice" ], "examFormat": { "questions": 50, "assessmentType": "50 questions: 39 standard-format questions and 11 multiple-response questions", "durationMinutes": 60, "passPercentage": 65, "level": 4, "studyHours": 50, "ciiCredits": 10 }, "price": { "amount": 189, "currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "Five Full-Length Mock Exams", "description": "Build pension judgement and timing with five 50-question practice exams." }, { "title": "R04-Grounded AI Tutor", "description": "Ask questions against the course material whenever a pension rule or benefit choice needs clarification." }, { "title": "Active-Recall Revision", "description": "Strengthen recall with 318 flashcards and a 387-item Formulas and Figures hub." }, { "title": "Worked Calculations and Current Figures", "description": "Learn the R04 calculation process and revise the current syllabus-year numbers in one place." }, { "title": "Detailed Chapter Summaries", "description": "Turn a broad pensions syllabus into structured, outcome-weighted revision." } ], "syllabus": [ { "title": "Understand the political, economic and social environment factors which provide the context for pensions planning", "overview": "Government policy, demographic and social change, employer influences, incentives, risks and the main forms of pension provision.", "marks": 10 }, { "title": "Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning", "overview": "Contribution relief, annual allowance, carry-forward, tapering, MPAA, lump-sum allowances, benefit taxation, death benefits and overseas schemes.", "marks": 20 }, { "title": "Understand the relevant aspects of pensions law and regulation to pensions planning", "overview": "Regulators, guidance and dispute bodies, protection schemes, workplace duties, divorce, employment law and bankruptcy.", "marks": 8 }, { "title": "Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual's pension planning", "overview": "Benefit design, funding, trustees, leavers, retirement, ill health, death, transfers, transfer advice and public-sector schemes.", "marks": 14 }, { "title": "Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual's pension planning", "overview": "Occupational and personal DC, stakeholder pensions, SIPPs, SSASs, investment, leaver benefits and transfer analysis.", "marks": 12 }, { "title": "Analyse the options and factors to consider for drawing pension benefits", "overview": "Small benefits, scheme pensions, annuities, drawdown, UFPLS, phased retirement, tax, sequencing risk and sustainable income.", "marks": 18 }, { "title": "Explain the structure, relevance and application of State Schemes to an individual's pension planning", "overview": "New State Pension, qualifying years, transitional 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dedicated learner-facing hub and rechecked against the 2026/27 control sources.", "changes": [ "Expanded the course to 33 step-by-step worked calculations and a separate 33-card Formula Bank.", "Added source-required methods for PCLS recycling, protected lump sums, maximum DB PCLS, triviality, capped drawdown and serious ill health.", "Expanded numerical revision to 93 number-recall cards and 33 calculation-recall cards.", "Changed the public demo and course dashboard so formulas, inputs, worked answers and common traps are visible rather than buried behind generic reference entries.", "Repaired AI-tutor retrieval so calculation material is selected by the learner's question instead of being cut off by a fixed prefix limit." ] } ] }, { "id": "cii-r05", "slug": "cii-r05-financial-protection", "shortName": "R05", "title": "CII R05: Financial Protection", "description": "Prepare for the 50-question CII R05 assessment with focused 2026/27 coverage of life assurance, income protection, 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"currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "Five Full-Length Mock Exams", "description": "Build protection judgement and timing with five complete 50-question practice exams." }, { "title": "R05-Grounded AI Tutor", "description": "Ask questions against the course material whenever a product, tax rule or suitability decision needs clarification." }, { "title": "Active-Recall Revision", "description": "Strengthen recall with 239 flashcards and a 227-item reference sheet." }, { "title": "Detailed Chapter Summaries", "description": "Turn a broad protection syllabus into structured, outcome-weighted revision." } ], "syllabus": [ { "title": "Consumer and retail market factors and trends", "overview": "Risk transfer, consumer attitudes, health, longevity, employment, product development, pricing and access to advice.", "marks": 6 }, { "title": "Protection needs and sources", "overview": "Health, incapacity, income, debt, death, estate and business needs, existing resources and main sources of cover.", "marks": 6 }, { "title": "State benefits and local-authority provision", "overview": "Bereavement, income, disability, child, housing and pension support and its limitations in private planning.", "marks": 6 }, { "title": "Life assurance and pension-based protection", "overview": "Policy types, ownership, trusts, terminal illness, waiver, premiums, underwriting, assignments and claims.", "marks": 16 }, { "title": "Taxation of protection policies", "overview": "Qualifying and non-qualifying policies, life funds, chargeable-event gains, onshore and offshore treatment and inheritance-tax planning.", "marks": 12 }, { "title": "Income protection insurance", "overview": "Types, incapacity definitions, exclusions, options, taxation, group cover, premiums, underwriting and claims.", "marks": 12 }, { "title": "Critical illness insurance", "overview": "Policy design, covered conditions, exclusions, term, amount, taxation, trusts, group cover, premiums, underwriting and claims.", "marks": 12 }, { "title": "Long-term care insurance", "overview": "Care regulation and support, product types, costs, resources, immediate and future needs and legal authority.", "marks": 6 }, { "title": "Other insurance-based protection", "overview": "Personal accident, private medical, hospital cash, dental, mortgage and payment protection policies.", "marks": 12 }, { "title": "Evaluate needs and select suitable solutions", "overview": "Consequences, personal and business analysis, product matching, affordability, Consumer Duty, life events, trusts and review.", "marks": 12 } ], "sourceVerification": { "syllabusVersion": "2026/2027", "lastVerified": "2026-09-14", "officialSourceUrl": "https://www.cii.co.uk/learning/qualifications/unit-financial-protection-r05/", "officialSourceLabel": "CII R05 unit page", "note": "Aligned to the current public 2026/27 CII syllabus, exam guide and indicative content, including the 2 September 2026 update. SSP and other time-sensitive rules were checked against official guidance on 14 September 2026. Stable concepts use the retained 2025/26 study text; the full 2026/27 workbook has not been obtained." } }, { "id": "cii-af8", "slug": "cii-af8-retirement-income-planning", "shortName": "AF8", "title": "CII AF8: Retirement Income Planning", "description": "Prepare for the three CII AF8 Retirement Income Planning assignments with source-grounded study tools, client fact-find analysis and scenario-based coursework-planning practice.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 8, "url": "https://cii.academy/exam-preparation/cii-af8-retirement-income-planning/", "previewAvailable": false, "features": [ "Eight Chapter Summaries", "Five Coursework Planning Drills", "50 Scenario Questions", "110 Active-Recall Flashcards", "Source-Grounded AI Tutor" ], "targetAudience": [ "Candidates enrolled in the CII AF8 Retirement Income Planning unit", "Financial planners and paraplanners developing Level 6 retirement-planning knowledge", "Professionals working toward the CII Advanced Diploma in Financial Planning", "UK advisers who need structured revision across decumulation, later life and estate planning" ], "qualificationOutcome": "AF8 develops the ability to advise clients on income planning when approaching and during retirement, including later-life planning.", "examFormat": { "assessmentType": "Three written coursework assignments, each typically 2,000–3,000 words", "durationMinutes": 0, "passPercentage": 50, "level": 6, "studyHours": 150, "ciiCredits": 30 }, "price": { "amount": 189, "currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "Coursework-Focused Scenario Practice", "description": "Practise applying the fact-find, command word and evidence to retirement-planning decisions." }, { "title": "Detailed Chapter Summaries", "description": "Work through all eight official study-text chapters in their exact order." }, { "title": "Active-Recall Revision", "description": "Strengthen recall with 110 flashcards and an 88-item reference sheet." }, { "title": "AF8-Grounded AI Tutor", "description": "Clarify source concepts and compare planning approaches inside the course." } ], "syllabus": [ { "title": "1.1 Evaluate the client's financial and personal position", "overview": "Retirement and estate objectives plus income, expenditure, assets, liabilities, taxation and estate position." }, { "title": "1.2 Utilise financial planning tools and analyse outcomes", "overview": "Cash-flow planning, risk profiling, asset allocation, assumptions, stress tests and interpretation of results." }, { "title": "1.3 Formulate suitable retirement income strategies", "overview": "Pension-fund withdrawals, savings and investment withdrawals, tax sequencing and management of investment risk." }, { "title": "1.4 Formulate estate, later-life and vulnerable-client strategies", "overview": "Estate planning, care funding, legal authority, capacity, vulnerability and protection of client outcomes." } ], "practiceInventory": { "title": "AF8 coursework-planning practice", "details": [ "Five ten-question scenario drills at the official 50% pass threshold", "Balanced coverage of all four numbered syllabus criteria", "Exercises support analysis and structure; they do not replace the three official assignments" ] }, "sourceVerification": { "syllabusVersion": "2025/2026", "lastVerified": "2026-08-01", "officialSourceUrl": "https://www.cii.co.uk/learning/qualifications/advanced-diploma-in-financial-planning-qualification/unit-retirement-income-planning-af8/", "officialSourceLabel": "CII AF8 unit page", "note": "Assessment method, enrolment schedule, pass mark, level, study hours, credits and learning outcome were verified against the supplied official sources and current CII unit page. Current exemplars inform technique only; the supplied 2025/26 text remains the technical source basis." } }, { "id": "cii-af6", "slug": "cii-af6-senior-management-and-supervision", "shortName": "AF6", "title": "CII AF6: Senior Management and Supervision", "description": "Prepare for the three CII AF6 assignments with source-grounded study tools covering regulation, risk, supervision, competence governance, leadership and culture.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 6, "url": "https://cii.academy/exam-preparation/cii-af6-senior-management-and-supervision/", "previewAvailable": false, "features": [ "Six Chapter Summaries", "Five Coursework Planning Drills", "50 Scenario Questions", "100 Active-Recall Flashcards", "Source-Grounded AI Tutor" ], "targetAudience": [ "Candidates enrolled in the CII AF6 Senior Management and Supervision unit", "Senior managers and supervisors in regulated financial-services firms", "Professionals working toward the CII Advanced Diploma in Financial Planning", "Compliance, risk and competence leaders developing Level 6 governance knowledge" ], "qualificationOutcome": "AF6 develops Level 6 understanding of senior-management accountability, supervisory governance, competence, leadership and culture in regulated financial services.", "examFormat": { "assessmentType": "Three written coursework assignments, each typically 2,000–3,000 words", "durationMinutes": 0, "passPercentage": 50, "level": 6, "studyHours": 150, "ciiCredits": 30 }, "price": { "amount": 189, "currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "Coursework-Focused Scenario Practice", "description": "Practise diagnosing management and supervision problems before planning a written response." }, { "title": "Detailed Chapter Summaries", "description": "Work through all six study-text chapters in their official order." }, { "title": "Active-Recall Revision", "description": "Strengthen recall with 100 flashcards and a 94-item reference sheet." }, { "title": "AF6-Grounded AI Tutor", "description": "Clarify source concepts and compare governance approaches inside the course." } ], "syllabus": [ { "title": "1. Apply knowledge of the regulatory and business environment and practices", "overview": "Regulators, Consumer Duty, SM&CR, systems and controls, strategy, planning, competence and operational resilience." }, { "title": "2. Apply supervisory practices in operational risk management", "overview": "Enterprise and operational risk, people risk, performance, MI, outsourcing, risk-based supervision and governance." }, { "title": "3. Evaluate senior-manager competency requirements and competence governance", "overview": "Board and director responsibilities, SM&CR accountability, competency frameworks, assessment and oversight." }, { "title": "4. Evaluate leadership and culture in a regulated environment", "overview": "Ethics, leadership styles, emotional intelligence, trust, culture, climate and customer outcomes." } ], "practiceInventory": { "title": "AF6 coursework-planning practice", "details": [ "Five ten-question scenario drills at the official 50% pass threshold", "Coverage across all four official learning outcomes and six study chapters", "Exercises support analysis and structure; they do not replace the three official assignments" ] }, "sourceVerification": { "syllabusVersion": "2025/2026", "lastVerified": "2026-08-01", "officialSourceUrl": "https://www.cii.co.uk/learning/qualifications/advanced-diploma-in-financial-planning-qualification/unit-senior-management-and-supervision-af6/", "officialSourceLabel": "CII AF6 unit page", "note": "Assessment method, schedule, pass mark, Level 6 status, study hours, credits, pass rate and learning outcomes were verified against official CII sources. The supplied 2025/26 workbook is the technical source basis; the 2026/27 syllabus retains the same outcome structure." } }, { "id": "cii-j02", "slug": "cii-j02-trusts", "shortName": "J02", "title": "CII J02: Trusts", "description": "Build the legal, taxation and planning knowledge needed for the two-hour CII J02 written short-answer examination.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 9, "url": "https://cii.academy/exam-preparation/cii-j02-trusts/", "previewAvailable": false, "features": [ "Final Written Exam Practice", "AI Audio Summaries", "J02-Focused AI Tutor", "75 Knowledge Drills", "110 Rapid-Recall Flashcards" ], "targetAudience": [ "Financial advisers preparing for the J02 examination", "Paraplanners and technical consultants", "Professionals building knowledge of UK trusts and estate planning", "Candidates using J02 credits toward the CII Diploma in Financial Planning" ], "examFormat": { "questions": 15, "assessmentType": "Written short-answer questions", "durationMinutes": 120, "passPercentage": 55, "level": 4, "studyHours": 100, "ciiCredits": 20 }, "price": { "amount": 189, "currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "Final Written Exam Practice", "description": "Practise the published two-hour J02 structure and see which authored, source-backed marking points your answers cover." }, { "title": "Nine Official Study Chapters", "description": "Move through the J02 material in the same logical sequence as the study text." }, { "title": "Knowledge Drills", "description": "Use 75 optional answer-choice drills to expose knowledge gaps before writing full responses." }, { "title": "Rapid-Recall Flashcards", "description": "Rehearse trust classifications, legal powers and taxation distinctions in short sessions." }, { "title": "Trusts Quick Reference", "description": "Search 81 important definitions, legal distinctions and calculation frameworks from one place." }, { "title": "J02 AI Tutor", "description": "Ask for clarification and step-by-step explanations inside the learning platform." } ], "syllabus": [ { "title": "1. Explain the structure of a trust and the roles of the main parties", "overview": "The legal structure of a trust, the role and legal standing of its main parties, and the benefits and drawbacks of using trusts." }, { "title": "2. Explain how trusts are created", "overview": "The different methods and rules of creating a trust, the various types of trusts, and the main types of trust property." }, { "title": "3. Explain the investment and administration rules for trusts", "overview": "The Trustee Act 2000 and other relevant legislation, variation and charitable trusts, offshore trusts, and trust administration." }, { "title": "4. Explain substituted decision making", "overview": "Powers of attorney, the Court of Protection, the Office of the Public Guardian, and the Mental Capacity Act 2005 and related legislation." }, { "title": "5. Explain Wills and the consequences of dying intestate", "overview": "Valid Wills, intestacy, post-death changes, revocation and challenges, and the roles of executors and administrators." }, { "title": "6. Explain the role of the trustee in bankruptcy", "overview": "The main parties in the bankruptcy process and the effects of bankruptcy on trusts." }, { "title": "7. Analyse how trusts are subject to tax", "overview": "Trustee tax liability and self-assessment, Income Tax, Capital Gains Tax, Inheritance Tax, deceased estates, residence and domicile." }, { "title": "8. Explain investments placed in trust and the tax implications", "overview": "How and why life, pension and other investments are placed in trust, trustees' responsibilities, and the tax implications." }, { "title": "9. Apply effective trust and related tax planning solutions", "overview": "Applying trust and related tax-planning solutions to client objectives and tax liabilities, and identifying events requiring review." } ], "practiceInventory": { "title": "J02 written-answer preparation", "details": [ "75 source-grounded answer-choice prompts across five Knowledge Drill sets.", "110 active-recall flashcards and 81 quick-reference entries.", "Practice options help organise written answers but do not reproduce or grade the official paper." ] }, "sourceVerification": { "syllabusVersion": "J02 syllabus examined from 1 September 2025 to 31 August 2026", "lastVerified": "2026-08-23", "officialSourceUrl": "https://www.cii.co.uk/learning/qualifications/diploma-in-financial-planning-qualification/unit-trusts-j02/", "officialSourceLabel": "CII J02 Trusts unit page", "note": "The course is grounded in the archived official syllabus, study text, February 2026 examination guide and 2025/26 tax tables. Candidates should match the syllabus to their booked sitting." } }, { "id": "cii-j05", "slug": "cii-j05-pension-income-options", "shortName": "J05", "title": "CII J05: Pension Income Options", "description": "Build the technical and advisory knowledge needed for the two-hour CII J05 written short-answer examination.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 8, "url": "https://cii.academy/exam-preparation/cii-j05-pension-income-options/", "previewAvailable": false, "features": [ "15 Typed Written Questions", "AI Audio Summaries", "J05-Focused AI Tutor", "80 Rapid-Recall Flashcards", "Detailed Chapter Notes" ], "targetAudience": [ "Financial advisers preparing for the J05 examination", "Paraplanners and technical consultants", "Professionals supporting retirement-income planning", "Candidates using J05 credits toward the CII Diploma in Financial Planning" ], "examFormat": { "questions": 15, "assessmentType": "Written short-answer questions", "durationMinutes": 120, "passPercentage": 55, "level": 4, "studyHours": 100, "ciiCredits": 20 }, "price": { "amount": 220, "currency": "GBP", "originalAmount": 513 }, "keyBenefits": [ { "title": "Full Typed Final Exam Practice", "description": "Write all 15 compulsory short answers in exam conditions and receive AI-assisted feedback against authored marking criteria." }, { "title": "Eight Detailed Study Chapters", "description": "Follow the full decumulation journey in a clear and connected sequence." }, { "title": "Active-Recall Question Bank", "description": "Use 93 practice questions to find weaker areas before practising written application." }, { "title": "Rapid-Recall Flashcards", "description": "Rehearse pension option features, tax treatment and regulatory distinctions in short sessions." }, { "title": "Pension-Income Quick Reference", "description": "Search key option comparisons, definitions and calculation frameworks from one place." }, { "title": "J05 AI Tutor", "description": "Ask for clarification and step-by-step explanations inside the learning platform." } ], "syllabus": [ { "title": "The Pension Tax Regime", "overview": "Key pension rules including tax-free cash, allowances, and unauthorised payments." }, { "title": "Transitional Provisions", "overview": "Protection regimes and transitional provisions following the abolition of the lifetime allowance." }, { "title": "Lifetime Annuities and Scheme Pensions", "overview": "Types of annuity, pricing factors, and scheme pension rules." }, { "title": "Drawdown and Other Non-Annuity Options", "overview": "Flexi-access drawdown, UFPLS, and short-term annuities." }, { "title": "Phasing Retirement Benefits", "overview": "Strategies for phased retirement and partial crystallisation." }, { "title": "Regulatory Requirements", "overview": "FCA requirements for pension transfer advice and the suitability process." }, { "title": "State Pension", "overview": "The new State Pension, deferral, and interaction with private pensions." }, { "title": "Advising on Taking Pension Benefits", "overview": "The holistic advice process for retirement income, including case study analysis." } ] }, { "id": "cii-j07", "slug": "cii-j07-supervision-in-a-regulated-environment", "shortName": "J07", "title": "CII J07: Supervision in a Regulated Environment", "description": "Prepare for the two-hour CII J07 written short-answer exam across supervision, leadership, communication, learning, regulation, management information and employment law.", "category": "Financial Planning & Wealth", "awardingBody": "CII", "language": "en", "regions": [ "uk" ], "lessons": 11, "url": "https://cii.academy/exam-preparation/cii-j07-supervision-in-a-regulated-environment/", "previewAvailable": false, "features": [ "15 Typed Written Questions", "11 Chapter Summaries", "Five Written-Response Drills", "75 Scenario Questions", "130 Flashcards" ], "targetAudience": [ "Candidates preparing for the CII J07 written examination", "People managers and aspiring supervisors in FCA-regulated firms", "Financial advisers, paraplanners and technical consultants", "Professionals using J07 credits toward the CII Diploma in Financial Planning" ], "examFormat": { "questions": 15, "assessmentType": "15 compulsory written short-answer questions carrying 130 marks", "durationMinutes": 120, "passPercentage": 55, "level": 4, "studyHours": 100, "ciiCredits": 20 }, "price": { "amount": 189, "currency": "GBP", "originalAmount": 440 }, "keyBenefits": [ { "title": "Full Typed Final Exam Practice", "description": "Write all 15 compulsory short answers in exam conditions and receive AI-assisted feedback against authored marking criteria." }, { "title": "Eleven Detailed Study Chapters", "description": "Follow the official study-text order from competence through employment law." }, { "title": "Active-Recall Revision", "description": "Retrieve named lists, model stages, regulatory distinctions and time limits quickly." }, { "title": "J07 AI Tutor", "description": "Ask focused questions across the source-grounded course material while you study." } ], "syllabus": [ { "title": "Characteristics and role of a manager in financial services", "overview": "SM&CR and T&C competence, management responsibilities, skills, controls, monitoring and people development." }, { "title": "Leadership and behavioural models", "overview": "Leadership preferences, team development, emotional intelligence, change management and motivation." }, { "title": "Effective communication and communication methods", "overview": "One-way and two-way communication, barriers, team management and conflict approaches." }, { "title": "Recruitment and training", "overview": "Business need, job documentation, interviewing, fit-and-proper assessment, induction and Conduct Rules training." }, { "title": "How learning takes place", "overview": "Learning theories, training-needs analysis, the training cycle, structured development and professionalism." }, { "title": "Coaching, counselling and assessing", "overview": "GROW, PESOS, counselling, evidence assessment and ongoing competence." }, { "title": "Legal and regulatory environment for financial planning advice", "overview": "FCA Principles, Consumer Duty, COBS, financial crime, data protection and complaints." }, { "title": "Setting and measuring objectives", "overview": "Corporate and individual objectives, performance measures, MI, appraisal, career and talent development." }, { "title": "Management information and quality standards", "overview": "Outcome evidence, clear MI, exception reporting, quality systems and operational resilience." }, { "title": "Employment, performance management and termination", "overview": "Underperformance, misconduct, ACAS procedures, dismissal, equality and human rights." } ], "sourceVerification": { "syllabusVersion": "Current supplied J07 syllabus", "lastVerified": "2026-08-01", "officialSourceUrl": "https://www.cii.co.uk/learning/qualifications/diploma-in-financial-planning-qualification/unit-supervision-in-a-regulated-environment-j07/", "officialSourceLabel": "CII J07 unit page", "note": "Assessment format, pass mark, pass rate, level, study hours and credits were verified against the official CII unit page and supplied examination documents." } } ] }