Apply the financial planning process to client cases, type structured answers and justify recommendations for the three-hour CII R06 written assessment.
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Practise the published response format: type every answer yourself, with no answer choices.
Work through 2 typed questions worth 150 marks in the published 180-minute format. After submission, AI-assisted feedback checks each response against authored, source-backed marking criteria.
Preview one typed question Syllabus coverage reviewed for 2026 against current CII qualification information. Course updates are included with lifetime access.
R06 combines regulation, investment, tax, pensions and protection knowledge in client-specific written answers. Preparation needs more than recognising a rule: identify missing facts, quantify weaknesses, compare options and explain why an action suits the client.
Study the seven chapters in their official order, then use 132 flashcards and 166 reference entries to retrieve methods and close distinctions. Twenty worked applications show formulas, supplied inputs, ordered steps, answers and limitations, including education funding, gearing, tax, estate bands and retirement cash flow.
Five original guided papers each contain two client cases, 150 marks and a three-hour exam-conditions option. Topic areas define the response scope while you supply the facts, analysis, recommendations and reasons. The authored 75/75 case allocation is a practice design, not a fixed official split. Type answers, flag parts and review your work; source-backed criterion feedback gives practice estimates rather than official CII grades.
The separate five answer-planning sets provide 140 selected-response questions with explanations. These shorter drills develop decisions and response structure. Their 45-minute clock and 70% mastery target differ from the official written examination and do not reproduce or grade it.
The official R06 assessment comprises two case studies with short-answer questions, 180 minutes and 150 marks, with a standard pass reference of 55%. CII releases its cases two weeks before the sitting. Use the official preparation materials alongside this independent course.
Work through five original two-case papers and explain your recommendations in your own words.
Use 166 reference entries, including 20 complete worked applications and a matching Formula Bank.
Study seven chapters and retrieve key distinctions with 132 flashcards.
Explore planning methods and calculations against the course material.
Free written-answer preview
Try one 12-mark R06 short-answer question. After you submit, you’ll receive a clear breakdown of the points your answer covered and what to improve.
Question (a)
Identify six additional items needed to complete the family fact-find, giving a case-specific reason for each. Cover one distinct response in each area: income/employment; existing personal protection; dependency and care; mortgage; education objectives; communication/support. Identify a specific point within each area; repeating a topic label alone earns no credit.
12 marks available. Use the mark allocation to judge how much relevant detail to include.
Use optional Knowledge Drills to check recall, then apply that knowledge in the separate AI-marked written paper.
Choose an answer, see immediately whether it is right or wrong, and read the explanation before moving on.
Complete optional answer-choice Knowledge Drills against the timer, then use the written paper above to type full answers and receive criterion-level practice estimates.
Establish the relationship, needs, priorities, vulnerability and understandable risk profile.
Identify gaps and obtain relevant additional information.
Quantify the current position, weaknesses and alternative solutions.
Recommend appropriate action and explain reasons, risks and limitations.
Coordinate actions and adapt the plan using appropriate review triggers and benchmarks.
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The questions are very similar to the real test. I was worried about the time limit, but practicing with these mocks helped me manage my pace. Highly recommended!
Trust taxation is complex, but the cheat sheets made it simple. Passed my J02 exam yesterday!
Trusts and planning tools are explained well for the exam. Glad I passed!
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Tax planning can be tricky, but the trust diagrams in this course are wonderful. They help you visualize how different tax rules apply. I passed with 76%!
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The Trustee Act rules are dry, but this made them easy to understand. Passed my J02 exam!
R06 has two case studies with short written answers. The paper lasts 180 minutes, carries 150 marks and has a standard pass reference of 55%. CII releases cases two weeks before the sitting.
Five independently authored guided papers, each with two cases and 150 marks. Topic areas define the scope; you type your own answers. The 75/75 case split is an authored practice choice. Feedback is a practice estimate, not an official CII grade.
No. The 140 selected-response questions across five sets support decisions and answer structure. Their 45-minute clock and 70% mastery target are practice settings; the official R06 examination requires written answers.
Twenty worked applications cover time value, education payments, gearing, different inflation rates, cash flow, protection gaps, income tax and NICs, CGT, estate bands and retirement needs. Each supplies inputs, steps, result and limitations.
The official unit lists 100 notional study hours and 30 CII credits at Level 4. Your needs depend on prior technical knowledge and written practice.
This is independent preparation organised around the R06 syllabus and retained study sources. It is not an official CII examination or familiarisation test.
Yes. Type one response in the free CII R06: Financial Planning Practice AI-marked written-answer demo. The official R06 exam uses typed short answers with no answer choices. Our authored, source-backed criteria return a practice estimate, not an official CII grade.
Try 15 optional answer-choice learning drills from Learning Outcome 1
The official CII R06: Financial Planning Practice exam has typed short-answer questions with no answer choices. These are optional learning drills, not exam-format questions.
What should be agreed before substantive planning begins?
Financial planning connects a client's resources with their aims and the risks that could prevent those aims being met. Establish what work is being commissioned before collecting information or selecting investments. Explain the firm's regulatory and advice status, the scope and limits of the service, initial and ongoing costs, conflicts, confidentiality and the review service. The client needs to understand what the adviser will do and what the agreement excludes. A signed form is evidence of an agreement; it does not establish that the client understood it.
ISO 22222 describes six linked stages: establish and define the relationship; gather data and determine goals and expectations; analyse and evaluate financial status; develop and present the plan; imp…
Open every chapter’s key areas, pitfalls, exam traps and key numbers.
Use structured notes, active recall and realistic practice to identify and close specific knowledge gaps before exam day.
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