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Welcome to Brand Financial Training

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Hello! I’m Catriona, the founder of Brand Financial Training. We provide a variety of immediately accessible FREE and paid learning materials to help you pass your CII exams.

Our resources have proven to help our customers successfully pass their exams time and time again! Find out more about us

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Providing excellent customer service and support is very important to us. Got a question, then get in touch and we’ll do our very best to help you!

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Why our customers love us

  • "Brand Financial Training’s exam guides for R06 and AF5 are fantastic. Your contributors seem to get inside of the CII thinking zone and help to blot out a lot of the ‘irrelevant stuff’ that always crops up when one has been advising in the real world for many years! Comparing your guides with that of other well known support providers, I feel Brand Financial Training address the interpretation of some of the questions far better. I will definitely be recommending you as often as I can as your resources helped me get back into the enjoyment of study after a 13 year break and enabled me to reach APFS approx 8 months ahead of my target!"
    Gill MillenGill MillenOval Financial Services, Bristol
  • "Your analysis was extremely accurate when predicting the questions. It was presented in a clear and easy way to digest, providing valuable tips on how to answer questions efficiently and effectively. I finished with half hour to spare, which left plenty of time to check my answers which left me feeling quietly confident of a pass. I will be recommending your solutions to other colleagues."
    Lee HanlonLee HanlonAccount Manager, Zurich UK Life, Swindon
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • "I really liked your analysis, and I passed ... I find the layout much easier to follow and study compared to others in the market. It's more concise and easier for me to study and retain.  I frequently recommend you to junior colleagues and peers alike."
    Richard LibbertonRichard LibbertonAnderson Strathern Asset Management, Edinburgh
  • "There is no doubt that without Brand Financial Training our road towards passing these exams would have been a lot steeper!! There is no doubt that R02 caused the most pain but without your comprehensive notes on formulas etc it would have been even more painful simply because the book was so bland."
    Mark CourageMark CourageDirector and Lifestyle Financial Planner, Encompass Financial Management Ltd, Berkshire
  • "... I discovered the Brand Financial Training Calculation Workbook. This was an absolute godsend for me, the workbook covered every conceivable type of calculation question and then gave plenty of each type to work through. Once I had worked through (and understood) several of the different calculations, I became so much more confident and dare I say actually started to enjoy the complex calculations; seeing them as an easy way to pick up marks. Brand Financial Training are so easy to deal with and the purchased material comes through instantly via email. Thank you Brand Financial Training."
    Rebecca LucasRebecca LucasDirector, Lime Outsourced Paraplanning
  • "I passed my exams 1st time after buying the 3 mock exam packs. They are very relevant and gave me that extra confidence in taking the exam. Thank you Brand :) The service is excellent as well I might add."
    Lianne JacksonLianne JacksonInvestment Sales Adviser, Chelmsford
  • "I passed R02 - No doubt thanks to your fantastic workbook which helped no end!  With the extra work that I did going through your workbook, this helped a great deal with feeling confident which in this exam particularly was useful given that the technique and timing is as important as the knowledge and skill in ensuring that you get through the questions in a timely manner. One could so easily become distracted or frustrated trying to work out/remember one particular formula to the deficit of the other questions but your workbook enabled me to feel glad that there were so many calculations in the exam whereby before I actually feared them."
    David GunnDavid GunnAdviser, Nottingham
  • "The analysis was excellent and extremely helpful in giving guidance on how to present the answers. The sample questions did prove to be very close to the actual questions that appeared in the exam paper."
    Leah RobertsLeah RobertsClient Liaison Manager, Entrust Financial Planners, Cheshire
  • "I would just like to thank you and the team for the hard work you do in creating such manageable and relevant study notes  - they really helped me get to grips with where the gaps in my knowledge were and generally assisted me with supporting the knowledge I already had - and the practise questions, which were a breath of fresh air compared to the basic end of chapter questions in the CII text book and on revision mate.  One thing's for sure, I will be 100% using Brand's products to help me with my next exam!"
    Jon CarterJon CarterAdministration Assistant, Premier Partnership Ltd, Birmingham