Pass, competently.

Most candidates fail because they practise on static PDFs and never get real feedback. Competently gives you AI-generated case studies and marks your written answers instantly - just like an examiner would.

Covers the full CII Diploma in Regulated Financial Planning, R01 to R06. CF6, ER1 and the Advanced Diploma (AF) units are in development and coming soon.

Start your free weekTry it yourself
AI marks your answers instantly
Case studies never repeat
7 days free, then £25/month
Try it yourself

See exactly how it works

No sign-up needed. Answer a real practice question, and watch a case study generate and get marked, exactly what you get inside.

Practice question
Income taxR03

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

Pick an answer
Case study & AI marking
Retirement planning[8 marks]
A fresh R06 case study, generated and marked just like the real exam.
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.

AI case study generator
Every case study is unique. Real client names, realistic financial positions, multiple interacting planning issues. A fresh scenario in seconds - every time you hit generate.
Instant AI answer marking
Write your answer and get a mark, point-by-point feedback, and a model answer immediately. No waiting. No comparing against a static mark scheme. Real feedback on every attempt.
Practice questions by topic
Drill the areas you're weakest on. Choose retirement planning, IHT, DB transfers, protection - whatever needs work. Every question is generated fresh.
Flashcard revision
Quick-fire topic revision covering all exam areas. Definitions, rules, current tax year figures, and exam technique.
Progress tracking
Every question and case study builds a picture of your readiness. See which topics need another session before your sitting date.
More units coming soon
All six Diploma units, R01 to R06, are live today. CF6 (Mortgage Advice), ER1 (Equity Release) and the Advanced Diploma (AF) units are in active development, bringing the same AI-powered approach to the rest of the qualification.
Exam coverage

What’s live today

All six Diploma units are available now. The units below marked coming soon are still in development and are not yet part of the subscription.

R01Regulations & EthicsLive
R02Investments & RiskLive
R03Personal TaxationLive
R04Pensions & RetirementLive
R05Financial ProtectionLive
R06Financial Planning PracticeLive
CF6Mortgage AdviceSoon
AF1Personal Tax & TrustsSoon
AF4Investment PlanningSoon
AF5Financial Planning ProcessSoon
AF6Senior Mgmt & SupervisionSoon
AF7Pension TransfersSoon
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.

01
Generate
A fresh case study with realistic clients, built around the topics you choose.
02
Write
Answer in your own words, the way you will have to on the day.
03
Get marked
Marks in seconds: the points you earned, the points you missed, and a model answer.
Pricing

Two plans. Everything included.

Try it free for a week. Less than a single tutor session after that, and you can cancel whenever you’re ready.

DIPLOMA
£25
per month · cancel anytime
First 7 days free
✓All Diploma units: R01–R06
✓CF6 & ER1 free when they launch
✓Unlimited AI questions & case studies
✓Unlimited written answer marking
✓All flashcards & progress tracking
Start your free week
ADVANCED DIPLOMA
£55
per month · cancel anytime
✓Everything in Diploma
✓All Advanced Diploma (AF) exams
✓AF-level case study practice
✓Unlimited written answer marking
✓All flashcards & progress tracking
COMING SOON
Secure payment via Stripe
Cancel anytime
Not affiliated with the CII
C.
Take Competently with you
Install it as an app that opens full-screen, no app store needed.