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CII exam preparation for R01, R02, R03, R04, R05, CF8, J02, J05, J07, AF6 and AF8

Study online from anywhere. Choose the unit that matches your qualification path, understand its official assessment requirements and prepare with detailed notes, active recall, flashcards and an AI tutor.

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Compare the eleven CII units

R01, R02, R03 and R04 use standard and multiple-response questions, R05 uses standard single-answer questions, CF8 combines standalone questions with case studies, J02, J05 and J07 are written short-answer examinations, and AF6 and AF8 are assessed by three coursework assignments.

Unit Official assessment Duration Pass mark Level / credits Study hours
CF8 Long Term Care Insurance 75 multiple-choice questions: 50 standalone questions plus 5 case studies with 5 questions each 120 minutes 70% Level 3 / 15 credits 70 hours
R01 Financial Services, Regulation and Ethics 100 multiple-choice questions: 87 standard format and 13 multiple-response format 120 minutes 65% Level 4 / 20 credits 60 hours
R02 Investment Principles and Risk 100 multiple-choice questions: 72 standard format and 28 multiple-response format 120 minutes 65% Level 4 / 20 credits 60 hours
R03 Personal Taxation 50 multiple-choice questions: 39 standard format and 11 multiple-response format 60 minutes 65% Level 4 / 10 credits 50 hours
R04 Pensions and Retirement Planning 50 questions: 39 standard-format questions and 11 multiple-response questions 60 minutes 65% Level 4 / 10 credits 50 hours
R05 Financial Protection 50 standard single-answer multiple-choice questions 60 minutes 70% Level 3 / 10 credits 50 hours
AF8 Retirement Income Planning Three written coursework assignments, each typically 2,000–3,000 words 12-month enrolment; assignments due at approximately months 3, 6 and 9 50% Level 6 / 30 credits 150 hours
AF6 Senior Management and Supervision Three written coursework assignments, each typically 2,000–3,000 words 12-month enrolment; assignments due at approximately months 3, 6 and 9 50% Level 6 / 30 credits 150 hours
J02 Trusts Written short-answer questions 120 minutes 55% Level 4 / 20 credits 100 hours
J05 Pension Income Options Written short-answer questions 120 minutes 55% Level 4 / 20 credits 100 hours
J07 Supervision in a Regulated Environment 15 compulsory written short-answer questions carrying 130 marks 120 minutes 55% Level 4 / 20 credits 100 hours

CII CF8: Long Term Care Insurance

Prepare for the 75-question CII CF8 assessment with focused coverage of UK care funding, long-term care products, legal issues, taxation and client advice.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
AI Audio Summaries
AI Chat Tutor
AI Mentor & Analyzer
Rapid-Recall CF8 Flashcards
300 Original Practice Questions · Five Full Mocks
Case-Study Question Practice
Detailed Topic Summaries
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CII R01: Financial Services, Regulation and Ethics

Prepare for the 100-question CII R01 assessment with focused coverage of UK financial services, FCA regulation, advice, Consumer Duty and professional ethics.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
AI Audio Summaries
R01-Grounded AI Tutor
157 Rapid-Recall Flashcards
Five Full-Length Mock Exams
Multiple-Response Practice
Detailed Chapter Summaries
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CII R02: Investment Principles and Risk

Prepare for the 100-question CII R02 assessment with focused coverage of asset classes, economics, investment theory, risk, products, advice, planning and performance.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
AI Audio Summaries
R02-Grounded AI Tutor
130 Rapid-Recall Flashcards
Five Full-Length Mock Exams
Multiple-Response Practice
Detailed Chapter Summaries
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CII R03: Personal Taxation

Prepare for the 50-question CII R03 assessment with focused 2026/27 coverage of income tax, NICs, CGT, IHT, residence, transaction taxes, investment taxation and tax planning.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
AI Audio Summaries
R03-Grounded AI Tutor
145 Rapid-Recall Flashcards
Five Full-Length Mock Exams
Multiple-Response Practice
Detailed Chapter Summaries
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CII R04: Pensions and Retirement Planning

Prepare for the 50-question CII R04 assessment with a dedicated formula bank, step-by-step pension calculations, current 2026/27 figures, five full mocks and applied retirement-planning practice.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
AI Audio Summaries
R04-Grounded AI Tutor
318 Recall and Calculation Flashcards
Five Full-Length Mock Exams
Formula Bank and 2026/27 Figures
Detailed Chapter Summaries
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CII R05: Financial Protection

Prepare for the 50-question CII R05 assessment with focused 2026/27 coverage of life assurance, income protection, critical illness, care, taxation, State benefits and suitable personal and business protection.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
AI Audio Summaries
R05-Grounded AI Tutor
239 Rapid-Recall Flashcards
Five Full-Length Mock Exams
Exact Official Blueprint
11 Chapter Summaries
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CII AF8: Retirement Income Planning

Prepare for the three CII AF8 Retirement Income Planning assignments with source-grounded study tools, client fact-find analysis and scenario-based coursework-planning practice.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
Eight Chapter Summaries
Five Coursework Planning Drills
50 Scenario Questions
110 Active-Recall Flashcards
Source-Grounded AI Tutor
88-Item Reference Sheet
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CII AF6: Senior Management and Supervision

Prepare for the three CII AF6 assignments with source-grounded study tools covering regulation, risk, supervision, competence governance, leadership and culture.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
Six Chapter Summaries
Five Coursework Planning Drills
50 Scenario Questions
100 Active-Recall Flashcards
Source-Grounded AI Tutor
94-Item Reference Sheet
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CII J02: Trusts

Build the legal, taxation and planning knowledge needed for the two-hour CII J02 written short-answer examination.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
Final Written Exam Practice
AI Audio Summaries
J02-Focused AI Tutor
75 Knowledge Drills
110 Rapid-Recall Flashcards
Detailed Chapter Notes
81-Item Trust Tax Quick Reference
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CII J05: Pension Income Options

Build the technical and advisory knowledge needed for the two-hour CII J05 written short-answer examination.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
15 Typed Written Questions
AI Audio Summaries
J05-Focused AI Tutor
80 Rapid-Recall Flashcards
Detailed Chapter Notes
Pension Quick Reference
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CII J07: Supervision in a Regulated Environment

Prepare for the two-hour CII J07 written short-answer exam across supervision, leadership, communication, learning, regulation, management information and employment law.

Built around the current published CII syllabus. Independent provider; not affiliated with the CII.
15 Typed Written Questions
11 Chapter Summaries
Five Written-Response Drills
75 Scenario Questions
130 Flashcards
99-Item Quick Reference
J07 AI Tutor
Lifetime Access
$151 $440 Save 66%
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Which course should you choose?

CF8

Long-term care advice

Choose CF8 if your pathway requires knowledge of long-term care products, UK care funding, legal issues, taxation and suitable client advice.

J02

Trust law and taxation

Choose J02 if you need deeper knowledge of trust creation, administration, powers of attorney, wills, bankruptcy and trust taxation.

J05

Pension income options

Choose J05 if your work or qualification path requires knowledge of annuities, flexible benefits, phased retirement, regulation and retirement-income advice.