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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

  • "I passed using Brand Financial Training's analysis.... The money I spent with Brand was worth every penny. The techniques saved me time and I felt confident that I had passed! Great service!"
    Stuart WhiteStuart WhiteGranite Financial Management Ltd, Colchester
  • "Brand Financial Training's calculation workbook is an excellent tool for learning and understanding the complexities of financial formula. An essential resource ... It comes highly recommended."
    Jonathan HuntJonathan HuntDirector, Expert Financial Solutions Ltd, Oxfordshire
  • "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 have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
    Paul JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire
  • "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
  • "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
  • "The webinar (e-learning) is a refreshing way of studying especially like me if you're a working parent juggling studying between working fulltime and attending to children! It's more practical than a book!"
    Lucy MannLucy MannAdministrator, Suffolk
  • "I have found the most important resource for any of the diploma papers have been mock questions. The more the merrier! The Brand mock papers I used ... are an excellent indication of the standard of questions from the actual exam and as such a valuable source of revision aid."
    Gavin DuffyGavin DuffyFinancial Adviser, Weston-super-mare
  • “The calculation workbook ... is very comprehensive and includes calculations which are used as questions in the exam. The examples are clear and broken down into step by step stages... The resources provided by Brand Financial Training were key to my success. I shall certainly be trying them for future exams.”
    Suzanne WalkerSuzanne WalkerAdviser, The Pension Drawdown Company, Cobham
  • Your MP3 audio masterclasses were of great quality.  I felt they reminded me of some things I had not thought about for some time and prompted some wider study.  The content was accurate, relevant and up to date for the exam and the length of each class was very good.  The approach was not patronising like so many learning MP3's.  I would definitely recommend.
    Richard BaxterRichard BaxterSenior Financial Adviser, Gower Financial Services, Guernsey