skip to Main Content

Effective one-day revision courses for Financial Adviser Examinations OUR COURSES

Welcome to Financial Training South West

Whether you’re a trainee adviser, a paraplanner or an administrator, we’re here to get you through the R0 exams as quickly as possible, so that you achieve your CII Diploma in Regulated Financial Planning. This is the qualification you need if you want to give personal financial advice.

RO Training via video and online conferencing

In the light of the coronavirus restrictions, we will now be running all our Financial Training SW workshops via combined video and online conferencing. This will avoid wasted time travelling long distances and you can now choose your most effective learning environment, be that in the office or at home.

We want to offer the option of running a full day’s course (morning and afternoon session) or two consecutive morning sessions. The latter will eliminate the long afternoon session when a lot of people are falling asleep instead of learning, although two mornings may not be everyone’s first choice.

The first session will make sure all participants have a clear understanding of the relevant R0 exam and of techniques to maximise exam success. We will reinforce understanding of the particular R0 learning outcomes and increase confidence in answering multiple choice and multiple response questions. The second session will consolidate understanding of the learning outcomes from the first session and then we will complete an R0 test under exam conditions to check understanding and to practice good exam technique. We will review the answers within the group and cover any outstanding issues or queries. Practicing exam papers within the allotted time is the best way to change a “just failed” into a “just passed”.

We normally charge £300 for two half day online and video conferencing sessions, but we are reducing this to our normal workshop rate of £249. I hope the additional advantages of studying from home, reduced travelling costs, smaller groups and a reduced price will encourage you to participate in these online workshops and complete your CII Diploma in Regulated Financial Planning in the extra time you may have available this year.

To achieve the CII Diploma in Regulated Financial Planning you must pass six compulsory units. These are:

R01 Financial services regulation and compliance

R02 Investment and risk

R03 Personal Taxation

R04 Pension and retirement planning

R05 Financial protection

R06 Integrated financial planning

Nationally, the latest exam pass rates range from only 56% to 78% across all six units.

But don’t worry, we are here to help you pass first time.

Our Courses

We run one day revision sessions on all six exams. These workshops are tailored to your needs and existing level of knowledge giving you more confidence and a better understanding of the topics covered in the syllabus as well as practicing a lot of exam-style questions. We will provide you with techniques for answering exam questions. Although this does not remove the need to study the CII course book or study guides, it will allow you to maximise the use of your time by concentrating on topics with larger exam weightings. » More about our courses


Please get in touch if you would like to find out more about our financial exam  training workshops.

Back To Top