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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.

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, 2018 exam pass rates ranged from only 53% 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.

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