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

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read