How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!

Financial Planner Life Podcast

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19d ago 29:57

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How do you pass the CII RO exams and achieve the DipPFS?

In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months.

We answer the top questions aspiring advisers ask:

What are the RO exams? → Six modules (RO1–RO6) that make up the CII DipPFS qualification.
Which RO exam is hardest? → Most students struggle with RO3 (Personal Taxation).
How long does DipPFS take? → Many take 12–18 months, but Rebecca did it in 5 with the right support.
Do I need experience? → No. With the Academy and Redmill Advance, even career changers can pass.

As a Back to School Special, the St. James’s Place Financial Adviser Academy have 100 discount codes to get 50% OFF RO1 learning materials with Redmill Advance. Financial Planner Life listeners can access the codes on a first come first served basis:
👉 Claim your exclusive discount now: https://shorturl.at/Fn8wP

If you would prefer watching the episode, you can here on the Financial Planner Life Youtube Channel -

This episode blends real experience with expert training insights, making it the perfect study guide if you’re preparing for your CII regulated financial adviser exams.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

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Chapters

1. Introduction to CII RO Exams (00:00:00)

2. Meet the Academy Team (00:05:44)

3. Understanding the Six RO Exams (00:10:15)

4. Optimal Exam Order Explained (00:14:32)

5. Tackling RO3: The Toughest Exam (00:18:58)

6. Key Challenges and Support Systems (00:21:29)

7. Effective Study Solutions and Strategies (00:25:14)

250 episodes

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