Plannex Training
Study smarter, pass faster, and grow further with Plannex Training.
Access clear, structured resources that make financial planning exam preparation easier.
Learn from experts who know the financial planning exams inside out.
Build confidence with guidance designed to help you pass first time.
Study anytime with flexible materials that fit around your busy schedule.
Your Next Step
Every great financial planning career starts with the right qualifications. Plannex Training gives you the tools, knowledge and confidence to pass your exams and progress faster.
Whether you are new to the profession or ready to take the next leap, our expert-led resources make your study time count and your goals achievable.
Trusted by over 2,000 financial planners across the UK and beyond
Learn Prepare Achieve .
Whether you are studying for your R0, J0 or AF exams, the right training makes all the difference. Our resources are built by financial planning experts, making complex topics easier to understand and ensuring your study time is focused and effective.
Succeed
Passing your financial planning exams opens the door to greater opportunities, career growth and professional credibility. Plannex Training gives you the structure, support and expertise you need to succeed, helping you feel confident and prepared every step of the way.
Are you a member of Plannex Connect?
Choose Your Exam Level
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R01 – Financial Services, Regulations and Ethics
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R02 – Investment Principles and Risk
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R03 – Personal Taxation
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R04 – Pensions & Retirement Planning
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R05 – Financial Protection
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R06 – Financial Planning Practice
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J02 – Trusts
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J10 – Discretionary Investment Management
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ER1 – Equity Release
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CF8 Long Term Care
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AF1 – Personal Tax & Trust Planning
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AF4 – Investment Planning
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AF5 – Financial Planning Process
Frequently asked questions
What is Plannex Training?
Plannex Training provides high-quality, flexible online learning for financial professionals preparing for the CII exams.
Our resources include Virtual Classrooms, Study Texts, and the Plannex Training App; all designed and delivered by expert tutors to help you pass with confidence.
What’s included with Annual Plannex Membership?
Annual Membership includes:
- Free access to one Virtual Classroom from R01–R05
- 24/7 access to the member-only private community with over 2400 people
- Access to exclusive webinars and content
- 200+ hours of structured CPD content through the CPD Pathfinder
I already upgraded to Annual Membership earlier in the year. Do I get access to the new Virtual Classrooms automatically?
Yes. If you are already an Annual Member, you’re entitled to free access to Virtual Classrooms for R01-R05 until the end of August 2026.
On this Training page, click “Access Member Discounts” and follow the steps to generate your coupon code for free Virtual Classrooms. You use these coupons at the checkout to change the price to £0.
If you don’t see your code or encounter an error, contact@plannex.co.uk and will be able to assist you.
How do I upgrade from Monthly to Annual Membership?
To upgrade, visit the Plannex Connect page, and select the “Pay yearly” option on individual membership. We’ll adjust the direct debit automatically once you’ve sorted it, so that’s all you need to do.
What happens if my upgrade shows as pending until my next billing date?
If your upgrade confirmation says it will take effect from your next billing date, you’ll still qualify for the free Virtual Classroom offer.
Use contact@plannex.co.uk and we can activate your access early if needed.
What are Virtual Classrooms?
Our Virtual Classrooms are recorded, expert-led courses for each R0 exam.
They provide the same depth of teaching as a live course, with the flexibility to pause, rewind, and study at your own pace.
Each classroom is fully up to date with the latest syllabus, examples, and exam guidance.
How much do Virtual Classrooms cost?
Virtual Classrooms for R01-R05 are available individually for £170 + VAT per exam.
If you upgrade to Plannex Connect Annual Membership; you get one free!
What is the Plannex Training App?
The Plannex Training App is our interactive learning platform for the R0 exams.
It features:
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Thousands of exam-standard questions
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Short and full-length mock exams
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Instant feedback on your performance
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Detailed explanations for every answer
The app helps you track your progress, identify weak areas, and study more effectively.
How much does the App cost?
The App is available now at an introductory price of £45 + VAT per exam (R01–R05).
How do I access the App after purchase?
Once you’ve purchased access, you’ll receive an email with a magic link which will take you to the app and log you in.
If you haven’t received your email within an hour, please check your spam or junk folder, or email contact@plannex.co.uk.
What are the Plannex Study Texts?
Our Study Texts are clear, comprehensive written guides that help you understand complex R0 topics quickly and easily.
They include worked examples, practice questions, and key takeaways; ideal for self-study or as a companion to our Virtual Classrooms.
Currently available for:
- R02 – Investment Principles & Risk
- R03 – Personal Taxation
Each Study Text costs £100.
How do I access my purchased courses and materials?
Once you purchase a Virtual Classroom, Study Text, or App subscription, you’ll receive immediate access via email.
All materials are available on demand, allowing you to study anytime, anywhere.
I’m new to the R0 exams; where should I start?
We recommend starting with either R01 – Financial Services, Regulation & Ethics, as it provides the foundation for all other R0 exams, or R05 – Financial Protection as it is often considered the easiest of the exams (and sometimes it’s nice to start there isn’t it?),
Use our combination of Virtual Classroom, App, and Study Text for a complete, structured study plan.
Need more help?
Our support team is always happy to assist.
Email: contact@plannex.co.uk
We’ll respond as quickly as possible to help with any queries or technical issues.
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