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R06 Case Study Deep-Dive: Additional Support to Help You Pass

Tuesday 13 January - Wednesday 14 January 2026
CPD

Summary

These two half-day sessions are designed for individuals preparing to sit the CII R06 Financial Planning Practice exam in January 2026. 

  • Two half-day sessions
  • Dates: 13 January and 14 January
  • Time: 9:30 - 12:30

To ensure an interactive and supportive learning environment, registrations are limited to a maximum of 12 participants and will be allocated on a first-come, first-served basis.

The sessions will focus on the key areas essential for R06 success, including:

1. In-depth case study analysis
2. Exam technique
3. Relevant product areas and core technical knowledge

The webinar aims to build confidence, improve exam performance, and help you apply technical knowledge effectively within the R06 case study framework.

Important information

Due to the nature of the content covered, purchase of the Brand Financial Training CII R06 Case Study Analysis is required to attend this webinar. A 20% discount code is available on request.

Learning Objectives

Following this webinar, delegates will be able to understand:

  1. Understand clients' needs, wants, values and risk profile essential to the financial planning process.
  2. Analyse a client's situation and the advantages and disadvantages of appropriate options.
  3. Formulate suitable financial plans and explain and justify recommendations..
  4. Implement, review and maintain financial plans to achieve the client's objectives and adapt to changes in circumstances.
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 6 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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David Cunningham, Corporate & Estate Planning Protection Specialist
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Steven Heath
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