Stop waiting for the next classroom date.
Our RO1 2-Day Virtual Revision Workshop gives you the same structured, expert-led teaching you’d expect from a live session – but available instantly, and built to fit around your job.
R01
Financial Services,
Regulations and Ethics
RO1 Financial Services, Regulation and Ethics is a core
unit within the Diploma in Regulated Financial Planning.
This programme is designed to build your knowledge and
understanding of the financial services industry, with a focus
on regulation, legislation, and the Code of Ethics that underpin
professional practice.
Virtual Revision Workshop
What you get:
• Structured 2-day classroom format
• Clear breakdown of key examinable areas
• Calculation walkthroughs step by step
• Exam technique and time management guidance
• Real exam-style question practice
• On-demand access – pause, replay, repeat
If you want a structured, professional revision workshop – without being tied to someone else’s calendar – this is it.
RO1 2-Day Virtual Revision Workshop
Available on demand.
Digital Textbook
Stop relying on generic textbooks.
Our Plannex Study Texts are expertly written, easy to digest, and built with one clear focus – helping you pass the exam.
Created specifically for CII candidates, these digital texts break down complex topics into clear, structured content that makes revision more efficient and far less overwhelming.
What you get:
• Clear exam-focused explanations
• Simplified breakdown of complex technical areas
• Content structured around the CII syllabus
• Focus on key examinable points
• Designed for efficient, confident revision
If you want study materials that are practical, focused, and built around what actually gets tested – this is it.
Clear. Focused. Exam-ready.
Plannex Training App
Stop guessing if you’re ready.
Our Plannex Training App is built to sharpen your exam technique and highlight exactly where you need to improve. The app gives you the depth of practice and feedback serious candidates rely on.
What you get:
• Thousands of exam-standard questions
• Full mock exams and shorter targeted mocks
• Instant performance feedback by syllabus area
• Detailed explanations for every answer
• Track your progress and focus on weak spots
If you want structured, exam-focused practice that builds confidence and improves results – this is it.
The Plannex Training App.
Available now.
Our Preferred Route
Most students don’t fail because they didn’t work hard enough. They fail because their approach is misaligned.
This brings everything together – the app, study texts, and workshop – into one clear, structured way to prepare for your exam.
Each part has a role. Together, they remove the guesswork and give you a clear path to follow.
Why this works
Understanding alone isn’t enough. Practice alone isn’t enough. You need both – applied in the right way.
This gives you:
• Clear expectations of what you actually need to know.
• Structured teaching to show how it comes up in the exam.
• Focused practice so you can apply it under pressure.
How it fits together
• Start with the study texts to build your understanding.
•Use the workshop to bring it to life.
•Use the app to test, reinforce, and track your progress.
A more effective way to prepare. Instead of jumping between resources, you follow a proven path. Instead of second-guessing your progress, you can see it.
Supercharge your Financial Planning firm with Plannex Connect Scale Training Live
Unlock new growth, sharpen your skills and build a thriving financial planning business, with confidence and clarity.
