The latest published CII pass rates for 2025 show a mixed but encouraging picture for candidates preparing for exams across Financial Planning, Advanced Financial Planning, Mortgage Advice and related qualifications.
AI is already embedded across financial services, helping advisers streamline research, draft client communications and identify planning opportunities more efficiently, but its value depends on how it’s used. While it can save time and improve consistency, it should be treated as a starting point, not a final authority, as outputs can be confident but flawed. Responsibility remains firmly with the adviser and firm, placing SM&CR, Consumer Duty and data protection at the centre of adoption.
If you are taking the CII R06 exam in April, Wizard Learning provides comprehensive Expected Solution Packages designed to help candidates strengthen both their research skills and exam technique.
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