R03 Course - Personal Taxation (CII Level 4) | Day 2, 12th 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 R03 exam.

WHY CHOOSE OUR R03 COURSE?

• Structured revision support, focused specifically on passing your CII R03 exam.
• Up to 50 mock questions created, as per the CII level of difficulty, and mapped directly to CII learning outcomes.
• Build confidence, improve recall, and sharpen your exam strategy in just half a day.

WHAT DOES THE 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 course can be purchased individually or together, offering a saving of £20.00.
• Attend the LIVE ONLINE half-day course through Microsoft Teams
• Review key concepts and test your knowledge through guided question practice.

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 date you wish to attend and choose the respective dates.
• Place your order.

*Please note that all courses are subject to availability and course dates may be adjusted due to unforeseen circumstances.