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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 help you get through the R01 – R06 exams, so that you achieve your CII Diploma in Regulated Financial Planning as quickly as possible.

R01 – R06 Online Revision Workshops via Zoom

All our revision workshops are run onscreen using the latest Zoom technology allowing you to fully participate in your learning. Because it’s online, it saves you time.

We run a full day’s workshop with regular breaks.
Morning session: 9.30am to 12.30pm.
Afternoon session: 1.30pm to 4.30pm.

The cost is £249.

Each workshop will:

  • Focus on your technical knowledge
  • Ensure you have a clear understanding of the exam
  • Give you techniques to improve your chances of success.
  • Practise exam questions
  • Increase your confidence

» More about our workshops

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

R01 Financial services, regulation and ethics

R02 Investment and risk

R03 Personal Taxation

R04 Pension and retirement planning

R05 Financial protection

R06 Financial planning practice

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.


Please get in touch to book one of our financial exam training workshops

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