Plannex Training
Study smarter, pass faster, and grow further with Plannex Training.
Trusted by over 2,000 financial planners across the UK and beyond
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 my Plannex Membership?
Annual Membership includes:
- 24/7 access to our private online community
- Monthly live expert webinars and Q&As
- Interactive e-learning for R01-R05 on our Plannex App
- Access to 200+ hours of structured CPD content and materials
*Business Memberships also receive progress tracking for their members’ training via the Plannex App
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.
What is the Plannex Question App? How is it different to the Plannex App?
The Plannex Training App is our old interactive question app for the R0 exams. This is currently hosted on plannextraining.co.uk.
As of the 1st October 2026, we have moved all of our training content to our new Plannex App, which will also hosts our question practice app. In December 2026, we will be discontinuing plannextraining.co.uk as all our content will now be hosted on app.plannex.co.uk.
Where can I access all of my training content?
As of the 1st October 2026, you can view all of your training content via app.plannex.co.uk.
During your purchase, you will have been asked to create an account or log in to your existing account via the Plannex App. This means your purchase will be linked to this account and will show in your dashboard when you next log in.
If you have any difficulties, please contact us via support@plannex.co.uk. We’ll do our best to get back to you as soon as we can.
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.
Each Study Text costs £100.
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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