Diploma in Regulated Financial Planning (CII Level 4)
Exam Training R01, R02, R03 & R04

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COURSE OVERVIEW  

Our exciting, precision-focussed CII Level 4 Training is structured to help you pass your CII exams on your first attempt and progress your financial career. 

We offer training for the below modules:

  • R01 & R02, each featuring 100 multiple-choice questions, and
  • R03 & R04, with 50 multiple-choice questions each.

During our interactive courses, our tutors walk you through practise questions, helping you to boost your confidence, improve your exam preparation, answer your study questions and clarify your concerns, so that you develop the confidence to pass your exams.

The Diploma in Regulated Financial Planning is a Level 4 qualification administered by the Chartered Insurance Institute. Our expert tutors are on hand to impart their know-how and help you succeed in the exams. 

OUR COURSE FORMAT

Our courses run as half-day sessions, helping you to stay optimally alert for the duration of the course and absorb as much learning as possible. 

All our Level 4 courses repeat monthly, giving you more choice as to when you enrol.  Each course focuses on a different module and/or learning outcome, so you can take as many or as few courses as are relevant for you. 

CII courses are Live Online and take place on Microsoft Teams. We request for cameras to be switched on for the duration of the course. 

COURSE PRICING

Each course is priced at £150.00 and we offer a corporate discount of 5% for bookings of 5 or more courses.  

WHY CHOOSE OUR CII L4 COURSES  

  • Precision-focussed, unique training structured to help you prepare for, and pass, your CII exams.
  • Our unique training model is focussed on helping you prepare for exam success using our Question Bank as practice.
  • Live Online half-day courses to keep you awake and engaged.
  • Our question bank mirrors the format and difficulty level of the CII exams, to make sure you are well-prepared for success.

WHO NEEDS TO ATTEND 

  • The CII Diploma is for those wanting to give retail investment advice and our Revision courses are essential for students preparing to pass the CII Level 4 exams, including
    • Paraplanners
    • Trainee financial advisers
    • Trainee financial planners
    • Administrators
    • Those working work in client services or support.

OUR CII L4 COURSE DATES

Module + Learning Outcomes (LOs)

Session Date

Your Tutor

R01 CourseTues, 23rd Sep 2025 | 9am-1pm (GMT)Dean Scott
R02 Course (LO1 & LO6)Thurs, 4th Sep 2025 | 9am-1pm (GMT)Jane Alford
R02 Course (LO2-5 + 7-9)Fri, 5th Sep 2025 | 9am-1pm (GMT)Jane Alford
R03 Course (LO2 + LO4)Thurs, 11th Sep 2025 | 9am-1pm (GMT)Jane Alford
R03 Course (LO1 + LO3)Fri, 12th Sep 2025 | 9am-1pm (GMT)Jane Alford
R04 Course (LO1-4)Mon, 29th Sep 2025 | 9am-1pm (GMT)Dean Scott
R04 Course (LO5-8)Tues, 30th Sep 2025 | 9am-1pm (GMT)Dean Scott

HOW TO REGISTER

  • Select which CII L4 module(s) you need to pass. 
  • Decide which of the Learning Outcomes (LOs) you wish to prioritise.
  • Choose your course date and complete your registration.
View our CII L6 courses

WHAT IS THE CII LEVEL 4 DIPLOMA IN REGULATED FINANCIAL PLANNING?

The CII Level 4 Diploma in Regulated Financial Planning is a nationally recognised qualification comprising 6 units designed for individuals seeking to become qualified financial advisers in the UK. Awarded by the Chartered Insurance Institute, this Diploma equips candidates with the core knowledge and skills required to provide sound financial advice across areas such as investments, pensions, protection and taxation.

View our CII L3 Insurance courses