Structured lessons, adaptive quizzes, and mock exams built to the exact CII DipPFS syllabus — starting with R01 and R02. R03, R04 and R05 coming soon. Study smarter — not longer.
Plain-English explanations of every learning outcome — from regulatory principles to legal concepts — with worked examples and concept callouts.
Topic-by-topic MCQs including standard and multiple-response formats that mirror the real exam. Instant explanations after every answer.
Spaced-repetition flashcards for key definitions, regulatory rules, and facts. The system prioritises what you need to review most.
Timed 100-question mock exams with the correct 87:13 standard/multiple-response split. Detailed performance reports by learning outcome.
Visual dashboards showing your score trends, time spent per topic, and weak areas. Know exactly where to focus before exam day.
Set your exam date and get a daily study plan that adapts to your progress. Never go into an exam underprepared again.
The regulatory framework, legal concepts, consumer protection, FCA principles, the Code of Ethics and SM&CR — the foundation exam of the DipPFS.
European & global context, market structure
Financial needs, obligations, products
Contracts, trusts, insolvency, wills
PRA, FCA, HM Treasury, Bank of England
Principles, rules, supervision, enforcement
AML, data protection, compensation
Client relationships, suitability, outcomes
Fact-finding, communication, analysis
FCA Principles, culture, SM&CR
Professional values, ethical dilemmas
Evaluating ethical and compliance outcomes
Asset classes, portfolio theory, macro-economics, investment products and taxation, performance measurement and the full investment advice process. Calculation-heavy and analysis-focused.
Cash, fixed interest, equities, property, alternatives, correlation
Economic trends & indicators, monetary & fiscal policy impact
CAPM, MPT, efficient frontier, behavioural finance, diversification
Compound interest, AER, present value, real vs nominal returns
Liquidity, shortfall, duration, inflation, currency, counterparty risk
Unit trusts, OEICs, ISAs, investment trusts, EIS, VCT, bonds, REITs
Know Your Client, risk profiling, capacity for loss, suitability
Strategic vs tactical allocation, portfolio construction, platforms
Sharpe ratio, alpha, beta, benchmarks, time-weighted return
Exam tips, study strategies and CII syllabus updates
R02 has a reputation for being the hardest of the R0 units. Here's a structured approach to tackling the syllabus in 6 weeks.
Read more →From time management to question elimination strategies — what experienced CII candidates wish they'd known before sitting their first exam.
Read more →Both are respected finance qualifications — but they serve very different careers. Here's how to choose the right path for your goals.
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Currently covering R01 & R02 · R03, R04 and R05 coming soon · Content written from first principles based on the public CII syllabus.
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100 Qs · 2 hours
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LO3 · Legal Concepts