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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: |