The Journey to R06 | A Study Journal

by Adam on January 19, 2015, no comments

Today was the January sitting of the R06 Financial Planning exam. I plan on sitting the exam for the April 2015 sitting so today is a good day to get serious about learning the content and preparing for the exam.

R06 is the final exam I need to pass to achieve a Diploma in Regulated Financial Planning. It’s 30 Diploma credits, which combined with the 70 credits I have earned by passing R01 to R05, will take me to 100 credits.

Rather than concentrating on one part of the financial planning progress, like the other R0 exams do, this unit has been developed to help advisers develop and demonstrate their financial planning capabilities – taking lots of different things into account, as would be required as a real financial planning professional. The exam tests the practical application of technical knowledge and planning skills already gained.

It is a case-study exam, meaning you are given 2 case studies two weeks before the examination. To get January’s case studies as a guide, just put in your email below and I’ll send them over to you straight away.

I’d love for you to get in touch and let me know how you’re getting on. Let’s help each get this exam passed in April 2015!


Can you add anything to this? Be sure to join the discussion by leaving a comment below this post.


This post was written by Adam, a Financial Services Apprentice (and aspiring financial planner) based in York, UK. Read more here. To follow his progress just put your name and email in the boxes below and join the Financial Planning Academy