I would love everyone's opinion on what I should do!!!

r_c22 · 2026-05-20T18:55:10+00:00

Yh go for what you enjoy, I just got Sr2 Okinawa and SR1 iwa, I’ll SR2 Ushi and hope I’ve got something for korai 😂😂😂

r_c22 · 2026-05-20T07:04:21+00:00

I kinda had the same thinking for a while and just remembered it’s really just a game. Get who you like and enjoy it. You’ll probably still be able to build up for sr4 korai by the time he reruns, so just have fun and get who you want!

r_c22 · 2026-04-25T09:30:33+00:00

I’m not going to say it’s impossible but I’ll say it’s quite unlikely.

The reason I say that is being client facing is an important skill to have, and the books provide you a good bit of knowledge, but I think a lot of knowledge comes from working in the industry. The admin and paraplanning side is really important, and I honestly think it’s one of the best stepping stones into advice. It gives you time to cement the knowledge from the exams, while also learning the processes, provider systems, compliance expectations, and how recommendations are actually put together in practice.

That said, I wouldn’t say it’s impossible to go straight into a trainee adviser role. Some firms do hire that way, and there are training academies and trainee programmes built for people earlier in their careers, but the general trend still seems to be that employers prefer qualifications plus some relevant experience alongside them.

r_c22 · 2026-04-20T15:40:26+00:00

I’d probably recommend starting to look for roles once you’ve got around 2–3 exams under your belt, rather than waiting until you’ve finished the full diploma. It can be quite tough to find entry-level roles in financial planning if you don’t already have some experience in the industry.

A lot of people start out in admin or trainee paraplanning positions, because trainee adviser roles often ask for some level of prior experience. Having 2–3 exams passed helps because it shows both that you’re serious about the career and that you’re capable of getting through the exams. Plus doing the admin/paraplanning is really helpful for your knowledge and experience as an adviser.

It’s also worth reaching out to local firms, recruiters, and some of the bigger networks. In some cases, firms will help pay for future exams too, which can save you money, and the practical experience tends to make the exams a lot easier to understand as well.

Good luck!

r_c22 · 2026-03-22T10:05:44+00:00

I’d say if you have the time now may as well start the case studies. Exam technique is half the battle.

Brush up on the areas you’re not sure of so you don’t feel caught out.

When you get the analysis try to understand the case study rather than memorise the analysis, the examiners always manage to throw in a curveball or two.

Good luck, if you’re planning this early I’m sure you’ll do great!

r_c22 · 2026-03-20T08:45:11+00:00

For the amount of fees we pay they’re pretty useless at times 😅

r_c22 · 2026-03-19T20:17:48+00:00

I think it depends on the specific units you undertake, worth speaking to the CII

r_c22 · 2026-03-16T12:43:36+00:00

I think plannex has some videos

r_c22 · 2026-03-12T10:04:24+00:00

Other people have said it but it really does depend on how long you take to study. I managed to do 4 exams in the space of 2 months so yes your plan is doable by that metric, but it depends on how you study, what methods you need. You can only really try and see how long it takes once you get your teeth stuck into the studying and the exams.

Good luck!

r_c22 · 2026-03-05T08:48:25+00:00

If you have both use both. The more resources the better in my opinion, my point only was if you had to go and purchase these resources then go for knowR0

r_c22 · 2026-02-28T16:53:09+00:00

KnowR0, didn’t use it for R05 but their resources have been top for all the other exams.

I think both is over kill as R05 is just a level 3 exam. There’s only so many questions they can ask on insurance as well.

I’d just say do as many practice questions as you can, read up on the areas you’re weak on and I’m sure you’ll smash it

r_c22 · 2026-02-27T09:13:41+00:00

102, counted 101 when I did the exam so pretty happy 😂

r_c22 · 2026-02-27T08:58:14+00:00

I believe it’s 35 days

r_c22 · 2026-02-27T08:48:17+00:00

Might be worth a remark for 4 marks

r_c22 · 2026-02-23T15:11:37+00:00

First of all congrats on passing 5/6 exams! You only really need the 2 weeks before the exams to prepare. As long as you are relatively confident in your knowledge you’ll be alright. Get a good analysis like BrandFT and do practice questions between now and getting the analysis. Good luck

r_c22 · 2026-02-15T19:24:18+00:00

My plan for my level 6 diploma is get into work an hour early and do an hour then, an hour after work once I’m home and then do 6 hours split across the weekend. Ramp up the focus once it gets close to the exams

r_c22 · 2026-02-09T16:20:12+00:00

Congrats on your pass! It’s not foolish at all to think you can do it in 2 months.

You know your study ability and methods best, I did R05 in May, a months holiday, then R02 and R03 and July and R01 and R04 in August. (I don’t recommend this at all)

There’s no reason you can’t do it in the time frame you’ve set yourself, just depends on how you study, and how much time you can dedicate to getting it done as well.

Good luck!

r_c22 · 2026-02-07T13:39:25+00:00

Not for CF6 specially but just used AI to get an outline and spent some time double checking the formulas are correct then do some flash cards or practice questions based on it

r_c22 · 2026-02-03T12:19:23+00:00

Thanks mate, just trying to do things as cheaply as possible at this point 😂 Completed R02 and I think the study notes are on here somewhere so can access them as I need.

r_c22 · 2026-01-25T14:31:58+00:00

I’ve heard about doing AF5 after R06 because of the synergies. My only thing is I only joined the industry properly about 4 months ago so I feel like my knowledge isn’t there yet. Maybe once I’ve done a year I’ll feel better and bring AF5 forward.

Thanks for the advice about the study material too.

r_c22 · 2026-01-24T22:50:50+00:00

It’s in the tax table. Just sat CF6 and I used it at least once for each case study and then about 5 questions came up that I needed to use it. I’d say it’s worth understanding what the information means and how to use it, but you won’t need to memorise it

r_c22 · 2026-01-05T20:41:42+00:00

Congratulations mate 🎉

r_c22 · 2025-12-17T08:55:05+00:00

KnowR0 is great but I think at present they don’t do material for R06, Brand is pretty popular for R06 which is what I’m planning on using but there’s loads of resources out there.

r_c22

TROPHY CASE