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

EPISODE · Sep 1, 2025 · 29 MIN

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

from Financial Planner Life Podcast · host Sam Oakes

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/Fn8wPIf 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.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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? → Mo...

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

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This episode was published on September 1, 2025.

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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...

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