Diploma in Regulated Financial Planning Academy

Supporting employees from start to success with expert-guided learning

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With extensive experience in CII qualifications, our Diploma in Regulated Financial Planning Academy offers expert guidance and a structured path to help employees efficiently and confidently earn their Dip PFS qualification.

Programme details

  • CII Exam Vouchers for each module
  • Fully guided 18-month learning journey accessed via our LMS
  • Technical CII Support Workshops with our Expert Tutors for each CII module
  • Exam Revision Webinars with our Expert Tutors for each CII module
  • Digital Study Guides and access to our Study Buddy app
  • Full Case Study Analysis for R06
  • Interactive Study Resources for each CII module

Disclaimer: Davies Professional Education and our CII tutors/coaches are bound by the CII Code of Ethics. Suspected breach or actual breach of these rules will be reported to the CII, particularly in relation to plagiarism and collusion.

Our Diploma in Regulated Financial Planning Academy includes:

As part of our Diploma in Regulated Financial Planning Academy, we manage all CII exam vouchers on your behalf. Pricing is based on CII member rates, meaning employees will need to be registered members in advance.

Exam resits are not included and can be arranged separately if required.

Each CII module within the Diploma is supported by a dedicated learning pathway, expertly designed to build knowledge across core financial services topics. With full mobile and tablet compatibility, employees can access their learning on demand whenever and wherever it suits them.

Delivered via Microsoft Teams, employees attend live, tutor-led CII support workshops. These sessions simplify complex topics, strengthen exam preparation, and provide tailored study strategies, alongside valuable industry insight and motivation.

Delivered via Microsoft Teams, employees attend focused, tutor-led exam preparation webinars. These sessions help practise and refine their approach to answering exam questions, strengthen technique across each area of the syllabus, and build confidence through targeted exam-style practice and expert guidance on avoiding common pitfalls.

To set your employees up for success from the start of their qualification journey, we provide additional support in the form of our BTS Study Guides. Designed as a full replacement for the CII textbook, they feature clear, structured explanations supported by visuals, along with exam‑relevant activities, end‑of‑chapter questions, and a full mock exam for each CII module.

Employees also benefit from access to BTS Study Buddy, our exam practice app, offering timed, exam‑standard questions, instant feedback, and progress tracking to build confidence from the outset.

Delivered via our LMS, employees follow a structured R06 case study analysis designed to guide exam preparation step by step. This E-learning breaks down each case study in detail, explores potential exam questions and answers, and provides practical guidance on how to approach the exam, supported by exam‑style practice and graphical crib sheets to reinforce key technical areas and build confidence ahead of the sitting.

Delivered via our LMS, employees have access to a comprehensive suite of study resources, including digital workshop materials, crib sheets, practice questions, and full mock exams. These resources support and enhance the learning journey, providing employees with the flexibility to access the content they need, whenever they need it.

Want to give your employees even more support?

We also offer E-learning for all modules included in our Diploma in Regulated Financial Planning Academy. Our E‑learning targets high-impact exam topics, breaking complex content into clear, visual, interactive modules that build and reinforce exam‑ready knowledge through flexible digital study. If you would like to include E-learning for R01-5, we can tailor your academy to meet these requirements.

For employees requiring additional support, whether in the lead-up to exams, following a deferred success, or due to specific learning needs, our expert tutors can provide one-to-one support. These sessions can be booked as needed to offer targeted guidance at the point it matters most.