Pass, competently.

A full e-learning platform for the CII Diploma. Learn every syllabus topic in a guided, interactive course, then practise with exam-style questions and case studies that are marked instantly, just like an examiner would.

Covers the full CII Diploma in Regulated Financial Planning, R01 to R06, plus CF6 Mortgage Advice. ER1 is in development and coming soon.

Start your free weekTry it yourself
  • A guided course for R01 to R06 (CF6 coming soon)
  • Instant AI marking for R06 written answers
  • 7 days free, no card needed
The guided course

A guided course for R01 to R06

Learn R01 to R06 from the ground up, in one place (a CF6 course is coming soon). Short, interactive lessons take you through every syllabus topic in a sensible order, with the tools to practise each idea built right into the lesson.

800+
interactive lessons
150+
hours of guided learning
50+
interactive tools built in
6,000+
knowledge checks and quiz questions

  1. Learn

    Each syllabus topic taught step by step, with the key terms and the reasoning behind every rule.

  2. See it worked

    Worked examples that show exactly how the examiner expects the numbers and the advice to come together.

  3. Try it yourself

    Interactive tools inside the lesson: tax and pension calculators, sandboxes, case scenarios, decision trees, sorting and matching exercises.

  4. Check

    Knowledge checks as you go and a quiz at the end, with a study planner and module checks to keep you on track.

Try it yourself

See exactly how it works

No sign-up needed. Try a sample question and see how an R06 case study answer is marked.

Practice question
Income taxR03
1 of 3

For 2026/27, what is the standard personal allowance for income tax?

Pick an answer
Case study & AI marking
Retirement planningR06
8 marks

A sample R06 case study and answer, marked the way Competently marks yours.

What you get

Built for the CII Diploma

Not a generic revision tool. Purpose-built for the CII Diploma, from the R01 to R05 multiple-choice units to the R06 written case studies.

Guided e-learning course

A guided course for R01 to R06 (CF6 coming soon): interactive lessons covering every syllabus topic, with worked examples, knowledge checks and quizzes.

Calculators and sandboxes

Work the numbers yourself: income tax, CGT and IHT calculators, pension and drawdown sandboxes, investment and mortgage tools, built for the exams they belong to.

R06 case studies

A bank of checked R06 case studies, plus new ones generated on demand around the topics you choose. Realistic clients with several planning issues that interact.

Instant AI answer marking

Write your R06 answer and get a mark, point-by-point feedback and a model answer straight away, so you see what an examiner would credit on every attempt.

Practice questions by topic

A checked question bank for every exam, served unseen-first, with your readiness tracked by topic so you know where to spend your next session.

More units coming soon

All six Diploma units, R01 to R06, and CF6 (Mortgage Advice) are live today. ER1 (Equity Release) is in active development and will be included in the subscription at no extra cost when it launches.

Exam coverage

What’s live today

All six Diploma units and CF6 are available now. The units below marked coming soon are still in development and are not yet included.

R01Regulations & EthicsLive
R02Investments & RiskLive
R03Personal TaxationLive
R04Pensions & RetirementLive
R05Financial ProtectionLive
R06Financial Planning PracticeLive
CF6Mortgage AdviceLive
ER1Equity ReleaseSoon
The method

Knowledge gets you into the exam hall. Application gets you out with a pass.

R06 hands every candidate the case studies two weeks before the exam. Everyone walks in with the same facts. The marks go to those who can turn them into advice, one clear point at a time, and that is a skill you build by writing answers and seeing exactly what an examiner would credit.

  1. 1

    Pick a case

    A case study with realistic clients, from our checked bank or generated on demand around the topics you choose.

  2. 2

    Write

    Answer in your own words, the way you will have to on the day.

  3. 3

    Get marked

    Marks in seconds: the points you earned, the points you missed, and a model answer.

Pricing

Two ways to study.

Subscribe for a guided course for R01 to R06 (CF6 coming soon), the calculators and sandboxes, and practice for every exam. Or buy just the exam you are sitting. Try it free for a week first, with no card (mock exams are not part of the trial).

Not sure yet? Try it free for 7 days

No card needed. Every exam and course, with 10 practice questions and 5 lessons per exam (mock exams are not part of the trial). Nothing renews on its own.

One exam, pay once

  • The question bank for the exam you choose
  • Timed mock exams (multiple choice exams)
  • AI marking of written answers and case studies (R06)
  • Progress tracking and readiness score
  • The guided e-learning course and its interactive tools (not included)
  • Calculators and sandboxes (not included)
R01Regulations & Ethics£20
R02Investments & Risk£20
R03Personal Taxation£20
R04Pensions & Retirement£20
R05Financial Protection£20
R06Financial Planning PracticeIncludes AI marking£45
CF6Mortgage Advice£20

The full e-learning platform

Best for full preparation
£199/ year

Billed yearly. Works out at £16.58 a month, saving £89 (31%) against monthly.

  • A guided e-learning course for R01 to R06 (CF6 coming soon)
  • 800+ interactive lessons with worked examples, knowledge checks and quizzes
  • 50+ interactive tools built into the lessons: calculators, sandboxes, case scenarios and exercises
  • Question banks and marking for all 7 exams (R01 to R06 and CF6), with mock exams for the multiple-choice exams
  • AI marking of written answers and case studies (R06)
  • ER1 (Equity Release) included at no extra cost when it launches
Secure payment via StripeCancel your subscription anytimeSingle exams last 12 months and never renewNot affiliated with the CII

Full pricing and common questions

For firms

Training advisers or paraplanners?

If your firm supports staff through the CII Diploma or CF6, get in touch. We would be glad to talk about access for your team.

hello@competently.ai

Take Competently with you
Install it as an app that opens full-screen, no app store needed.