CII Diploma
CII Diploma in Regulated Financial Planning: Unit Order and Credit Route
See the six CII Diploma units, 100-credit requirement and a practical study-order method that keeps the integrative R06 case-study exam until last.
Read the guide →CII study desk
Exam technique, made practical.
Original guidance created specifically for CII candidates: how to retrieve, structure, compare and apply technical knowledge in multiple-choice exams, written papers and coursework.
CII J05
CII J05 Pension Income Options: A Structured Comparison
Compare J05 pension-income routes by certainty, flexibility, investment risk, tax and client need with an interactive decision-prompt tool.
Read the guide →CII J02
CII J02 Trust Tax: Identify the Event, Tax and Taxpayer
Use an event-first map to separate trust income, gains and inheritance-tax questions, identify the likely taxpayer and structure a concise J02 answer.
Read the guide →CII AF8
CII AF8 Retirement Income: Stress-Test the Cash Flow
Use a simple AF8 retirement-income calculator to find the first-year portfolio draw, starting withdrawal rate and rate after an immediate market fall.
Read the guide →CII CF8
CII CF8 Care Funding: Estimate the Planning Shortfall
Calculate a simple weekly, annual and selected-period care-funding gap, then use the result correctly in CII CF8 case analysis.
Read the guide →CII Exam Dates
CII Exam Booking Guide: Dates, Costs and Remote Invigilation
Learn which CII exams use fixed dates, how to book through MyCII, what the price includes and how remote and test-centre delivery differ.
Read the guide →CII J07
CII J07 Supervision Cases: Evidence, Action and Escalation
Triage CII J07 supervision cases with a practical decision tool that separates evidence, immediate action, root cause, support and escalation.
Read the guide →CII RPL
CII Recognition of Prior Learning (RPL): Credits and Exemptions Guide
Check CII RPL eligibility, understand credits and exemptions, prepare evidence, apply correctly and use your learning statement to plan remaining units.
Read the guide →CII Study Materials
CII Study Materials: Study Texts, RevisionMate and Exam Guides
Use CII study texts, RevisionMate, syllabuses, exam guides, tax tables and past papers in the right order for your examination year and unit.
Read the guide →CII AF6
CII AF6 Management Controls: Turn a Case into an Action Plan
Use a direct AF6 case method and interactive decision tool to identify the risk, test control evidence and build a proportionate management action plan.
Read the guide →CII R05
CII R05 Protection Needs: Calculate the Shortfall
Turn a CII R05 client scenario into a clear protection shortfall using a direct formula, worked example and interactive checking calculator.
Read the guide →CII R04
CII R04 Pension Annual Allowance Calculations: A Working Sheet
Calculate the CII R04 pension annual allowance, taper and carry forward in a fixed order using a worked example and interactive checking sheet.
Read the guide →CII R03
CII R03 Personal Tax Calculations: Income and Gains Workflow
Work through CII R03 income tax and capital gains calculations in the correct order using current 2026/27 figures and a checking tool.
Read the guide →CII R02
CII R02 Investment Return Calculations: A Working Method
Use a repeatable CII R02 method to calculate total return, real return, future value, present value and approximate bond-price changes.
Read the guide →CII Written Exams
CII Typed Written Exams: J02, J05 and J07 Practice Guide
Understand the CII J02, J05 and J07 typed written-exam format, how to build mark-led answers and where to practise a complete paper online.
Read the guide →CII Written Exams
CII Written Exam Mistakes That Typed Practice Reveals
Find the hidden answer, timing and application mistakes that affect CII J02, J05 and J07—and use typed practice to correct them before exam day.
Read the guide →CII Written Exams
How to Practise CII Written Exam Answers Online
Use a structured online routine to plan, type, review and improve CII J02, J05 and J07 written answers under realistic time pressure.
Read the guide →CII AF8
CII AF8 Coursework and Assignment Guide
Plan each CII AF8 assignment from command-word analysis and client facts through calculations, evidence, recommendations and final quality control.
Read the guide →CII Exams
CII Exam Formats and Pass Marks Guide
Compare the current standard pass marks, timings and assessment formats for CII R01–R05, CF8, J02, J05, J07, AF6 and AF8.
Read the guide →CII Revision
How to Choose a CII Revision Course
Compare CII revision courses by assessment fit, syllabus coverage, practice quality, study tools, source currency and the evidence available before you enrol.
Read the guide →CII AF6
A Practical CII AF6 Senior Management and Supervision Study Plan
Plan CII AF6 study across six chapters, four learning outcomes and three coursework assignments with weekly applied management and supervision practice.
Read the guide →CII AF8
A Practical CII AF8 Retirement Income Planning Study Plan
Use a focused CII AF8 study plan for all eight chapters, three coursework deadlines, client analysis, calculations and evidence-based recommendations.
Read the guide →CII J07
A Practical CII J07 Supervision Study Plan
Build a practical CII J07 study plan for the written supervision exam using chapter retrieval, model comparisons, applied scenarios and timed answers.
Read the guide →CII R04
A Practical CII R04 Pensions and Retirement Planning Study Plan
Build a direct CII R04 study plan around the eight exam outcomes, current pension rules, active recall and realistic retirement-planning practice.
Read the guide →CII R05
A Practical CII R05 Financial Protection Study Plan
Build a direct CII R05 study plan around the official ten-outcome weighting, product comparisons, active recall and realistic protection scenarios.
Read the guide →CII R02
CII R02 Investment Principles and Risk Study Framework
Prepare for CII R02 with a weighted plan for asset classes, investment theory, risk, products, advice and performance, plus a reliable multiple-response method.
Read the guide →CII R03
A Practical CII R03 Personal Taxation Study Plan
Build a focused CII R03 study plan that connects the 12 chapters to four exam outcomes, keeps tax-year figures controlled and improves tax-application decisions.
Read the guide →CII CF8
CII CF8 Care-Funding Decision Map
Turn CF8 care scenarios into a clear decision sequence covering needs, public support, personal resources, funding choices, legal authority and suitability.
Read the guide →CII J02
CII J02 Trust and Tax Revision Grid
Organise J02 trust scenarios by parties, ownership, powers, distributions, tax events and administration so written answers remain accurate and structured.
Read the guide →CII J05
CII J05 Four-Week Written Exam Plan
A four-week J05 revision plan that moves from pension-income rules to comparisons, client scenarios and timed written-answer practice.
Read the guide →CII R01
CII R01 Multiple-Response Question Strategy
Learn how to handle R01 multiple-response questions using scope checks, statement-by-statement decisions and regulatory boundary tests.
Read the guide →CII R01
CII R01 Financial Services, Regulation and Ethics Study Guide
Study CII R01 with a connected framework for UK financial services, law, FCA regulation, advice and ethics, plus a focused mock-exam method.
Read the guide →CII J02
CII J02 Written-Answer Technique
A practical method for planning concise J02 answers, separating legal rules from tax consequences and turning revision into retrievable scoring points.
Read the guide →CII J05
CII J05 Pension-Income Comparison Method
Learn a structured way to compare pension-income choices across flexibility, guarantees, tax, death benefits and client suitability for J05 written answers.
Read the guide →CII CF8
CII CF8 Case-Study Workflow
Use a repeatable CF8 case-study workflow to sort client facts, identify funding gaps and avoid common errors across care, benefits, tax and legal issues.
Read the guide →