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  • CII Exams
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      • AF Exams
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      • CII AF5 Financial Planning Process
      • CII AF7 Pension Transfers
      • CF Exams
      • CII CF1 UK Financial Services, Regulation and Ethics
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
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      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
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      • J0 Exams
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      • CII J07 Supervision in a Regulated Environment
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      • LP Exams
      • CII LP2 Financial Services Products and Solutions
    • Exam-Col-03
      • R0 Exams
      • CII R01 Financial Services, Regulation and Ethics
      • CII R02 Investment Principles and Risk
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    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
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      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
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      • CII Certificate in Investment Operations
      • CII Certificate in Mortgage Advice
      • CII Certificate in Paraplanning
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      • CII Diploma in Financial Planning
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Brand Financial Training

Welcome to Brand Financial Training

We have been providing learning resources to over 60,000 CII exam candidates since 2008.

Written by our team of experts and designed to suit all styles of learning, our resources have proven to help our customers successfully pass their exams time and time again.

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Understand the CII Qualifications

Our resources cover CII Diploma, Advanced Diploma, Certificate, and Award qualifications and exams.

Find out more here about the wide range of CII qualifications available.

If you already know which qualification is right for you, find out what’s involved and the exams required by choosing your qualification below:

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  • By using your revision notes, [mock] papers and calc books, I've been able to pass all my R0 exams in around 5-6 months. Honestly cannot thank Brand enough. Notes are always impeccable and customer service has always been spot on. Such an amazing service at such a reasonable price – almost feels like cheating!
    Charlie GarnerCharlie GarnerFinancial Planner, Islands FS, Buckinghamshire
  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
    Josh ButtenJosh ButtenMDG MK, Milton Keynes
  • "Brand are my 'go to' company for providing exam resources. In the past 18 months I've sat (and passed) 12 CII exams and I know I wouldn't have been as successful without the mock papers, calculation workbooks and analysis I've purchased from Brand Financial Training. Thank you!"
    SaffieSaffieParaplanner, Lorica Wealth Management, Bournemouth
  • Upon completion of the exam, I actually couldn’t believe how accurate your case study analysis was at predicting the questions. I finished the exam in 1hr 30mins and came out feeling totally confident I had done enough to pass, and I attribute this to your case study analysis.
    Ben WernhamBen WernhamParaplanner, Newbury
  • Just wanted to say how much your [mock] papers have helped me ultimately smash the exams I have sat over the past few months. I absolutely loved the R02 E-Mocks.
    Morgan BowenMorgan BowenFinancial Planner
  • The fact find analysis for AF5 was first class! Almost every question asked in the exam was covered off in the analysis. Thank you!
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
  • "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
  • The Brand analysis prepared me perfectly for the R06 exam. Thank you for such a great resource.
    Damien GoodallDamien GoodallLocal Mortgage and Protection Manager, Lloyds Banking Group, Plymouth, Devon
  • "I would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."
    Antony GummersonAntony GummersonClient Support, W Denis Financial Services, Leeds
  • I passed R01-R06 with a 100% success rate, and a lot of that has been down to the Brand study materials that really simplify the learning process. The practice exams for R01-R05 were great, as all answers were explained at the back of each paper. For R06 the case study breakdowns were really simple to understand and covered a lot of what was in the actual exam. I’ve recommended Brand to all my colleagues that are studying for R0 exams, and I will certainly be using your services again when I move on to the AF exams.
    Michael HennessyMichael HennessyParaplanner, Essex

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Information : 26/27 Updates

Sitting your CII financial services exam after 1 September?

The CII examine tax year 25/26 until 31 August 2026. They examine tax year 26/27 from 1 September 2026.

Those who purchase most of our 25/26 resources between 1 June and 31 August 2026, will be able to request the updated 26/27 versions (examinable from 1 September) free of charge. We will email you about this in mid-August.

NOTE: This excludes our E-Mocks products (which have a standard 4-month subscription and will be automatically updated), our R06 and AF5 analyses, IF Mock Papers (as they are still valid until 31 December), and any discontinued resources.