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

Friday Night Takeaway: It's the return of the banks

Friday Night Takeaway: It's the return of the banks

The news editor's Friday Night Takeaway from 10 July

Isabel Baxter
clock 10 July 2026 • 3 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

Professional Adviser
clock 10 July 2026 • 1 min read
FCA spotlights vulnerability in latest Consumer Duty review

FCA spotlights vulnerability in latest Consumer Duty review

Treatment of vulnerable clients still an area of improvement for firms

Sophia Panayi
clock 10 July 2026 • 2 min read