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Brand Financial Training
  • CII Exams
    • Exam-Col-01
      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
      • CII AF4 Investment Planning
      • 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
      • ER Exams
      • CII ER1 Equity Release
      • FA Exams
      • CII FA1 Life Office Administration
      • CII FA2 Pensions Administration
    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • 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
      • CII R06 Financial Planning Practice
      • CII R07 Advanced Mortgage Advice
      • Study Kit Box
  • CII Qualifications
    • Qual-Col-01
      • CII Qualifications Overview
      • CII Advanced Diploma in Financial Planning
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      • CII Award in Long Term Care Insurance
      • CII Award in Regulated Pension Transfer Advice
    • 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
      • CII Certificate in Regulated Financial Services Operations
      • CII Certificate in Securities Advice and Dealing
    • Qual-Col-03
      • CII Diploma in Financial Planning
      • CII Diploma in Regulated Financial Planning
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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  • I received a pass in my recent AF5 and the Fact Find analysis I purchased was the most amazing help. It’s fair to say my journey would have been a lot harder had I not invested in your services.
    Phillip WilliamsPhillip WilliamsRegional Pension Specialist, Bristol
  • "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 just wanted to send you a quick email to say I passed my AF5 exam with a distinction and really feel that this could not have been achieved without your fact find analysis.
    Jessica BargeryJessica BargeryFinancial Advisor, South Wales
  • From completing my R01 exam in January 2018 to getting my result for my R06 exam in May 2019, Brand Financial Training have helped me work my way through Diploma in Regulated Financial Planning. I have found their Mock Exams and Calculation Workbooks particularly helpful and their R06 Case Study review was critical to me passing my R06 exam. I have recommended Brand Financial Training to my colleagues and wouldn’t hesitate to recommend them to my peers also.
    Matthew BiggsMatthew BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough
  • I cannot praise your materials highly enough - both for AF5 and all other exams too and as someone who has purchased other analysis and resources I can say with full honesty that Brand materials are better than any others I have used within the market! I would not have got to where I am today with my studies without Brand!
    Jack SaundersJack SaundersFinancial Advisor, Lemonade Reward, Hampshire and/or Surrey
  • The Brand analysis was excellent, really helped me! Learning all the possible questions and answers meant nothing in the exam was a surprise, as the majority of questions were pretty much the same as the ones in the analysis
    Jamie BarringtonJamie BarringtonSenior Paraplanner, Sedulo Wealth Management
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • "Your R06 analysis helped me to pass. In fact I spent most of my revision time using your analysis. The detailed breakdowns and the section on the "general" recurring questions meant that I didn't feel that I was scrambling around for marks at all. The key for me was using the analysis you provided as the cornerstone for my exam preparation because the case studies could lead you off the scent or you could miss key CII clues but moreover it allowed me to structure my answers in the exam in a format that I would not have known to otherwise and made for efficient use of time. I have no doubt that your analysis not only gave me the knowledge to pass the exam but a way to demonstrate that knowledge effectively so that the examiner had little/no guesswork in what I was trying to communicate. I recommend your analysis for anyone taking the exam in the future because it gives an efficient, accurate breakdown of what is likely to be asked and the generic section is also hugely valuable too."
    David GunnDavid GunnAdviser, Nottingham
  • This was my 1st AF exam and thanks to your fantastic and spot on analysis I have passed it at first attempt! I have used your materials for all my ‘R0’ and couple of ‘J ‘ exams and I have to admit, that without it I would have not been able to achieve my diploma! Special mention to all the calculation workbooks and their perfect, easy to understand layout.
    AniaAniaParaplanner, Manchester
  • “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

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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.