Financial Planner Life Podcast

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


Listen Later

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.

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.

...more
View all episodesView all episodes
Download on the App Store

Financial Planner Life PodcastBy Sam Oakes

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like Financial Planner Life Podcast

View all
Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

13 Listeners

This is Money Podcast by This is Money

This is Money Podcast

43 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

93 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

64 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

14 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

12 Listeners

Which? by Which?

Which?

11 Listeners

On The Money by interactive investor

On The Money

5 Listeners

Adviser 3.0: The Podcast by Abraham Okusanya

Adviser 3.0: The Podcast

0 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

3 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

49 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

9 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

37 Listeners

The Stocks and Savings Podcast by Stocks and Savings

The Stocks and Savings Podcast

2 Listeners