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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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  • “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”
    Philip DoddPhilip DoddChester
  • "Pleased to say I passed R06 comfortably.  I used a range of resources to help prepare me for this and yours was by far the most comprehensive.  Thank you so much for the fantastic support and I would recommend your resources to anyone wanting to complete the level 4 diploma that doesn't have the time or inclination to do resits."
    Donna BaileyDonna BaileyFinancial Services Professional, Walsall
  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."
    Toby Carmichael-JackToby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
  • "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
  • "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
  • “Your R06 case study analysis was great & definitely helped significantly – it was good to know that you are revising the right areas  & hi-lighted some areas which I hadn’t anticipated -  it covered the vast majority  of the questions . Personally, I found the questions on the first case study more challenging than the second. Questions seemed more specific – needing deep knowledge of details rather than an overview, such as on pensions & divorce.  I have used your resources on RO1, RO2,RO3, RO4,RO5 & RO6 & passed them all first time so would recommend them to anybody taking these exams.”
    Jonathan WoodmanJonathan WoodmanBoroughbridge
  • "The calculation workbook helped me to memorise the correct steps which pretty much guaranteed me at least half of the marks in the AF3 paper, whilst also making them appear simple which aided in actually understanding them and how they are used. Would definitely recommend."
    JordanJordanParaplanner
  • Brand has helped enormously with the study & learning process. For me, it adds a different dimension to the otherwise dull & drab CII study syllabus.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "Would highly recommend both the past analysis & analysis for the exam you are sitting. I felt these really helped me understand what the examiners were looking for and how to answer questions."
    Rebecca WelthyRebecca WelthyParaplanner, Essex