R03 Course - Personal Taxation (CII Level 4) | Day 1, 11th Sep 2025

WHAT WE DO

Our R03 course is tailored to help candidates succeed in the CII Level 4 Diploma module on Personal Taxation. Our revision courses review the syllabus and then guide you through a question bank that mirrors the structure and difficulty of the actual CII exam, ensuring a solid grasp of the CII syllabus and helping you to pass the exam.

WHY TAKE OUR CII R03 COURSE?

• Precision-focussed revision course, to help you pass your R03 exam.
• Up to 50 mock questions created, as per the CII level of difficulty, and mapped directly to CII learning outcomes.
• Build your confidence and sharpen your exam strategy in just half a day.

WHAT DOES OUR R03 COURSE INCLUDE?

• The R03 syllabus consists of 9 Learning Outcomes, so the course is split into 2 x half-days for focus.
  • Day 1: Learning Outcomes 2 & 4
  • Day 2: Learning Outcomes 1 & 3
• The half-day sessions can be purchased individually or together.
• Each half-day features a LIVE ONLINE, tutor-led session guiding you through questions linked to the respective learning outcomes, with an emphasis on understanding the logic and context behind the correct answers.

LEARNING OUTCOMES

R03 – Personal Taxation

Day 1

• LO2: Analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts
• LO4: Apply the knowledge of personal taxation to the provision of investment advice

Day 2

• LO1: Understand the UK tax system as relevant to the needs and circumstances of individuals and trusts
• LO3: Analyse the role and relevance of tax in the financial affairs of individuals and trusts

HOW DOES IT WORK?

• Choose which R03 course dates (Day 1 & Day 2) you want to attend. Each half-day session can be purchased individually or together, offering a saving of £20.00.
• Attend the LIVE ONLINE half-day sessions via Microsoft Teams.
• Review key concepts and test your knowledge through guided question practice.

R03 COURSE DATES:

OUR TUTOR:

Jane Alford is an experienced financial planning trainer with 12+ years’ experience in providing exam support for the Diploma in Regulated Financial Planning and Financial Advisers. Jane has a deep understanding of the industry and is dedicated to supporting professionals to achieve their qualifications.

HOW TO REGISTER:

• Select which R03 course you wish to attend and choose the respective dates.
• Place your order.

What is the Diploma in Regulated Financial Planning (CII Level 4)?

The Diploma in Regulated Financial Planning (CII Level 4) 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.