Study smarter. Pass with confidence.

All your CII training in one place. Built for financial advice firms developing their team, and every planner working towards their next exam.

Learn, practise and track progress at your own pace

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2,000+

financial planners and firms across the UK and beyond

Qualify your team. Advance your career.

Study on your own or bring your whole firm on board. Everyone gets access to the same training, and firms see the whole team's progress at a glance.

For individuals

Everything you need to pass your next exam.

Buy the subjects you need and study at your own pace
Progress that saves as you go, so you can pick up where you left off
Receive certificates for the modules you complete

Get started Members get R01 to R05 e-learning included.

For firms

Develop your team, and see who's on track.

Interactive R01 to R05 e-learning content for the whole team
See at a glance your team's progression, as well as your own
Invite your team and assign the training you've bought.

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Made for financial planners and the firms behind them.

The Plannex App is the all-in-one space to study your CII exams. You can access expert-led classrooms, study texts, exam-standard questions, mock exams, live sessions and interactive e-learning content.

All your training in one place

Expert-led classrooms, study texts, exam-standard questions and mock exams, all in one app.

See exactly where you are

Progress on every module, instant feedback on your weak areas, and a certificate when you complete.

Interactive e-learning for members

Short interactive lessons with quizzes, audio and video for R01 to R05, included with Plannex membership.

From Diploma to Advanced Diploma

Follow your journey from your first R0 exam through to the AF units, with progress tracked throughout.

Questions

Everything you need to know before you get started.

What does it cost?

Creating an account is free. You then buy what you need from the shop, where every price is listed, and each purchase includes six months' access. Browse the subjects at app.plannex.co.uk/shop.

What is the R01 to R05 e-learning?

Short interactive lessons, chapter quizzes, audio and video, for people who learn best by doing. It's included with individual and business membership, but not when you buy training without a membership.

Do I need to be a member?

No. Anyone can create an account and buy training from the shop. Plannex members also get the R01 to R05 e-learning included, plus access to the Plannex Connect community. Find out about membership: plannex.co.uk/connect

How does it work for business members?

We set your business membership up with you. Once it's active, your main contact invites the team, assigns the training you've bought to anyone with an available seat, and can follow everyone's progress. R01 to R05 e-learning is included for the whole team.

Who do I contact if I'm stuck?

Email support@plannex.co.uk, or use the Support within the app and a member of the Plannex team will be able to help you.

I've bought Plannex training content before. Where is it?

Anything you've bought in the last six months is waiting in your App. Sign in with the email you bought it with. Can't see it? Email support@plannex.co.uk and we'll sort it.

Study smarter, pass faster, grow further.

Study for your exams on the Plannex App

Get started Talk to us