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Brand Financial Training
  • CII Exams
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      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
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      • CII AF5 Financial Planning Process
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      • CF Exams
      • CII CF1 UK Financial Services, Regulation and Ethics
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      • CII CF8 Long Term Care Insurance
      • ER Exams
      • CII ER1 Equity Release
      • FA Exams
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      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
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      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
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      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
      • 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
      • CII R03 Personal Taxation
      • CII R04 Pensions and Retirement Planning
      • CII R05 Financial Protection
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    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
      • CII Certificate in Insurance
      • CII Certificate in Investment Operations
      • CII Certificate in Mortgage Advice
      • CII Certificate in Paraplanning
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      • CII Certificate in Securities Advice and Dealing
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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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We provide FREE tasters for many of our exam learning resources. Just pick an exam below, check out the available resources and get your freebies.

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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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  • "Brand's Fact Find Analysis for AF5 was instrumental in my obtaining a pass. Furthermore, I found the friendly and engaging approach of Catriona evidenced a genuine interest in my successfully navigating this level 6 paper."
    Marius HampdenMarius HampdenConsultant, Hopwood Ash Financial Planning, Newbury
  • I have said it a few times before, but the Brand Financial Training study material is brilliant. Having sat the R06 exam in April 2019 and was not successful without using the analysis but passed the July exam with it, examples how much it helped me.
    AdamAdamFinancial Adviser, Devon
  • 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
  • We’ve been using the Brand Financial Training resources for our employees for over a year now and everyone at Y Tree Limited who has taken the exams using the Brand resources has passed first time.
    Eliana SydesEliana SydesHead of Financial Life Strategy
  • I relied on the AF5 analysis heavily for my exam and was delighted to receive the pass. I would always recommend the team at Brand for their resources and customer service.
    Rebecca EllisonRebecca EllisonParaplanner, Belfast
  • I was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • The mock exams I purchased from you were so helpful in the days leading up to the exam!
    Claire SlaterClaire SlaterFinancial Planner
  • "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
  • The analysis and revision notes have been extremely helpful throughout my studies, from R03 to R06 (I didn’t discover Brand until R03! – Would have been extremely helpful for R01 & R02!) and could not have got through without them.
    Matthew M KenworthyMatthew M KenworthyInvestment Associate, North Yorkshire
  • Just wanted to say THANK YOU! to you for your services, I have recently passed FA2, CF1 and also LP2 with thanks to your mock tests. I honestly couldn't do these exams without the mocks.
    Nikki WelshNikki WelshSenior Associate, Edinburgh

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  • Studying with a Baby or Toddler
    Studying with a Baby or Toddler
  • Our Post-Exam Review of the April 2026 CII R06 Exam
    Our Post-Exam Review of the April 2026 CII R06 Exam

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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.