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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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  • "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 would highly recommend the material from Brand Financial Training for anyone sitting exams with the CII and working towards Chartered status . The material helped me pass J10 and AF4 first time with very little time to study. Excellent value for money! Thank you Brand Financial Training
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
  • "I have recently used Brand's materials such as the webinar videos (e-learning) which were brilliant in cementing the required knowledge. The study notes were very useful too, in getting to the core of the subject content. I would most definitely recommend the study notes and webinars (e-learning) for anyone taking this exam!"
    Jo DhillonJo DhillonBusiness Analyst, Warwickshire
  • "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
  • "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
  • "The R06 case study analysis was fantastic!  There was nothing in the exam that wasn't covered.  Brand was recommended to me by a colleague who said "you don't need anything else" and they were correct. I would happily recommend your services."
    Edward BarstowEdward BarstowWealth Account Manager, Aviva, Sheffield
  • 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
  • "A really great resource. Of particular use was the audio masterclass which was constantly on whilst driving between client meetings. This void of "dead time" was filled with a productive revision session instead. I combined this with the study notes which was far easier to digest than the AF3 manual. This paper has the lowest number of candidates passing out of all the AF4 papers and I was delighted to pass this first time, as well as the corresponding JO5 paper."
    Chris BinnsChris BinnsIndependent Financial Adviser, Model Wealth Management, York
  • "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
  • I just wanted to say a huge thank you to your team! I had an email conversation with your technical team, and the speed and clarity of your responses, plus the friendliness inherent in the tone was a breath of fresh air. I passed my exam last week and your support in those moments of doubt and confusion around particular questions and scenarios was brilliant, as are your training notes and resources generally.
    David GotteriDavid GotteriSenior Underwriter (Life & Disability Insurance), Aviva, Sheffield