r/cii

Hi everyone,

I’ve completed both my RO1 and RO5, went to complete my RO2 this morning and the proctor stated that from the 2nd of October, you are not allowed to take a non-programmable scientific calculator with you into remote exams?

Spoken to CII who have said that it is untrue but aren’t speaking to PSI about it - PSI are sticking the heels in and still not letting me take in a calc, so in a bit of a loop.

Anyone else experienced this?

Plenty of coverage on this in the media today.

Would you be concerned as someone looking to make a career as an FA? I know it has been said that Paraplanning could be ripe for automation, but the consensus has usually been that adviser roles should be safer…this news would suggest not!

I just finished the exam, I felt there was a lot of overlap with the brand analysis!

what did everyone think of the exam?

Level 4 qualified for a few years now. Made the decision to work towards achieving chartered status over the next couple of years (end of 2028).

Current credits/certificates:
L4 DiFA - 50
R02 - 20
J10 - 20
J12 - 20
R03 - 10
RO4 - 10
R05 - 10
CF8 - Long term Care Insurance -15
Total = 155

Planned sittings:
J02 - trusts (20)
AF1 - personal tax & trust planning (30)
AF8 - retirement income planning (30)
AF5 - financial planning process (30)
AF6 – Senior Management & Supervision (30)

This should bring me up to 295 credits total
- I have chosen the fist 2 x AFs as they play to my strengths and cover topics I deal with regularly in my day job
- J02 chosen to support AF1 studies
- AF5 as mandatory
- AF6 is only on there as a colleague told me it’s a good one to do, but I’m open to other suggestions

Does this sound like a clear pathway?

Typically I'd have used knowR0, but now I'm passed the R0 exams (hopefully) I need to look at other options. Any recommendations - or links free resources available, very welcome!

Hi guys, does anyone have any materials for this exam? Happy to swap (j10 or af4)!

Thanks :)

Long (and cheeky) shot I know but is there any Good Samaritan that has the study texts for CF6 and ER1 to hand at all that they would be willing to share at all?

I would be eternally grateful.

Hi everyone. I’m about to start my R0s, Js and AFs. I’ve managed to get an exemption from R01 as i’ve done the regs module with the CISI. Basically I used Fitch Learning for that which was really helpful - lecture-style videos from a tutor talking you through the important parts of the content and then a massive bank of practise questions amd mock exams.

I’m just wondering if there’s anything similar for the CII exams as I can’t retain information by just reading a textbook???

I’ve heard KnowR0 and Plannex are good - anyone here used them that can attest to that?

I’m going to start with R05 and then do that fast track route where you bunch up the related R0s with Js and AFs.

Thanks in advance