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R06 Study Plan (April Sitting)

Exam Information

The R06 Financial planning practice unit brings together all the knowledge gained throughout the previous five R0 units. The exam assesses both technical knowledge and financial planning capabilities.

Exam sitting:

This exam can be sat on four set dates throughout the year, usually in January, April, July, and September/October.

Suggested R06 Study Plan

This study plan is based on 100 hours of study time over an 8 week period. The CII recommendation is 100 hours of study time, however this is only an indication of how long you will need. You may take more or less time than this depending on your prior knowledge and experience, and work/study/home commitments.

Thursday 13th February - 1pm

Attend the BTS R06 Kick Start Webinar

BTS run a live one-hour introduction webinar to help kick start your R06 studies. Get a better idea of what the R06 exam is like, listen to different strategies that can help you maximise your chances of a pass, and find out about how to build a robust study plan.

You’ll also have the opportunity to ask any burning R06 related questions throughout this hour long webinar.

Register to attend the live webinar and/or watch the recording after the event on the Webinars page.

Thursday 13th February - 1pm
ASAP

Join the BTS R06 forum

Our student-led forums are a space for you to chat to other candidates about all things study and exam.

Click on the ‘BTS Forums’ in the menu on the left and check out the R06 forum.

ASAP
Mid to end Feb 2025

Study period starting at least 8 weeks prior to the exam

Start working through the BTS study guide covering the full exam syllabus and guidance on the necessary exam question answering techniques.

Revise key technical areas from across the R01 – R05 syllabi, aiming to get your wider revision completed before the case studies are released.

Mid to end Feb 2025
Mid to end March 2025

Past paper practise

Alongside your revision, you need to prepare yourself for the exam experience. Use past papers as mock exam sittings. Complete the paper in exam conditions then self-mark using the examiner’s report. BTS recommend you self-mark by applying the examiner’s comments to the letter, only awarding yourself a mark if it is clearly there.

The examiner’s report is a useful document to study as it contains information on candidate performance in previous sittings including common mistakes. Completing as many past papers as you can will allow you to build up a picture of regularly asked question types, examiner favourites, and common pitfalls.

You can access free past papers from the CII website on the R06 pages, these are also available to useful downloads section at the top of this page.

The BTS Case Study Analysis e-Learning module contains the full analysis from the previous sitting to use as a past paper, complete with suggested answers.

If you’re booked onto a BTS R06 workshop you will receive access to the e-Learning module when your booking is confirmed. If you can’t attend a workshop, you can purchase the e-Learning module separately.

Mid to end March 2025
Friday 4th April 2025

CII case studies released

The case studies will be made available on the CII supporting exam documents page, on the Friday two weeks before the exam sitting. As soon as the case studies are released you need to be devoting your time to analysing the details of your clients. Identify the key technical areas and use this to focus your technical revision and check your knowledge is up to speed.

Friday 4th April 2025
Monday 7th April 2025

Exam booking deadline

Monday 7th April 2025
Monday 7th April 2025 - 12:30pm

Attend the Professional Paraplanner R06 technical webinar

BTS run a live webinar for every R06 exam sitting, in collaboration with Professional Paraplanner.

April’s webinar will look firstly at generic aspects of this exam, followed by a closer look at the actual April case studies, their keys facts and possible areas of examiner focus.

The session will last approximately 60 minutes and will include time for questions.

Register to attend the webinar here.

Monday 7th April 2025 - 12:30pm
In the two weeks immediately after case studies are released

Attend a BTS 2-day exam preparation workshop

Attend one of our two-day remote workshops held approximately two weeks before the exam sitting. BTS will have analysed the two exam case studies prior to the workshop. The two days will involve working through possible questions and answers to practice the key R06 exam techniques and technical knowledge, specifically focused on the facts contained in the case studies.

Attendees receive access to the BTS Case Study Analysis e-Learning module as part of the booking.

In the two weeks immediately after case studies are released
8th April 2025 onwards

Practise potential questions using the BTS Case Study Analysis

Continue your question answering practise by working through the BTS case study analysis. We make the analysis available as an e-Learning module two weeks prior to the exam sitting date. It contains a thorough analysis of the case studies and considers potential questions, answer strategies and provides a range of crib sheets to revise key technical knowledge.

Workshop attendees receive access to this as part of their workshop booking. If you can’t attend a workshop you can purchase the analysis stand-alone.

8th April 2025 onwards
Wednesday 23rd April 2025

Sit your exam - Good luck!

Wednesday 23rd April 2025
Friday 30th May 2025

Results day

Friday 30th May 2025

The BTS approach to passing R06

This R06 study plan has been designed by the team at BTS.

Our highly-qualified and experienced team sit the Chartered Insurance Institute (CII) Level 4 and Level 6 exams annually. This helps to ensure that the materials we produce are as up to date and ‘exam style’ as possible for our customers. 

R06 Study Plan Overview

Study

Work through the BTS study guide

What is the aim of this guide?
As you read each chapter of the guide you will gradually work through the R06 syllabus and practise the necessary exam question answering techniques, using:

Available in a choice of printed or digital format from the BTS shop.

Train

Attend a BTS workshop

What is the aim of a workshop?
You will work with an experienced BTS Associate over the two days to develop an understanding of what the examiner is looking for and how to approach the questions. We discuss and practice the key question answering techniques and revise possible technical areas that may be examined.

BTS R06 workshop attendees receive access to the e-Learning module as part of their workshop booking fee.

Available to book on the BTS website.

e-Learn

e-Learn to practise exam standard questions

What is the aim of the e-Learning module?

The BTS R06 Case Study Analysis e-Learning module is also available to purchase stand-alone within days of the release of the CII case studies. If you can’t attend a workshop, it allows you to work through your R06 case study analysis at your own pace, covering:

Available to order from the BTS shop.

Exam Sitting

Exam bookings are made directly with the CII.

Before booking an exam, candidates must purchase the unit from the CII website.

There is an option to purchase ‘assessment only’ which means just the exam sitting. This allows candidates to purchase study materials elsewhere, e.g. BTS.

Information and  guidance on booking and sitting your exam can be found in our Exam FAQs:

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