CII trials coursework-based diploma assessments

Changes to R06 Financial Planning Practice unit

Jenna Brown
clock • 2 min read

The Chartered Insurance Institute (CII) is to trial replacing exams with client-focused coursework assessments for the R06 Financial Planning Practice unit after adviser feedback.

The changes come as a result of the ‘Shaping the future together' consultation released in October 2021 which gave members the chance to share their views on the organisation's plans and the services it provides. The CII said it would pilot changes to assessments in RO6 as the majority of financial planners who responded to the consultation said they wanted more flexibility and realistic assessed tasks. It explained that in place of the scheduled written exams, the CII would pilot using coursework assessments for the R06 Financial Planning Practice unit of the CII Level 4 Diploma in R...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advised clients want more personal investment communication

Advised clients want more personal investment communication

Four in ten say comms focused more on product than goals

Jenna Brown
clock 12 November 2026 • 3 min read
How economic abuse manifests itself in pensions, mortgages and protection

How economic abuse manifests itself in pensions, mortgages and protection

Second in a three part series

Shelley Read
clock 11 November 2026 • 5 min read
Celtic FP founder launches online admin platform for advisers

Celtic FP founder launches online admin platform for advisers

‘Developed by people who understand the industry’

Jenna Brown
clock 10 November 2026 • 2 min read