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Welcome to Brand Financial Training


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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  • “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 hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "The calculation work book for AF4 was really helpful. A question on Return on Equity came up and I'd literally only come across this in the Brand workbook. Glad to say I passed the exam with flying colours!"
    Russell HammondRussell HammondSenior Partner, London
  • "I regularly recommend the purchase of your study support materials to staff, as I receive many favourable comments regarding them being very helpful and realistic to aid exam study."
    Lee ArmstrongLee ArmstrongTraining & Compliance Manager, Gibbs Denley Financial Services Ltd, Cambridge
  • "Pleased to inform you I passed! I just want to thank you for your calculation work book as I would not have Passed without it. Thanks for an excellent personal service and encouragement."
    Christopher HargreavesChristopher HargreavesInvestment Adviser, Southport
  • "I was having a particular problem with one of the R0 exams needed for my Level 4 Qualification. Having failed the exam a few times and tried one or two learning sources without success I tried the Webinars offered by Brand Financial Training. They were focused and relevant and after also downloading a number of exam papers I passed at the next attempt with far more confidence! I will continue to use the learning resources and would recommend them without hesitation."
    Thornton HolmesThornton HolmesDirector, Orchid Financial Services Ltd, Peterborough
  • "I found the masterclass audio an ideal alternative to book based learning for my AF3. It was good to get an alternative take on the subject matter. I also found it invaluable as a learning resource for those long car drives and early morning runs. I found it a very efficient use of my time."
    Stuart BrewerStuart BrewerIFA, LFS and Partners, Devon
  • "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
  • "Having been recommended to you guys via our link to Paradigm, I noticed that you did an analysis of the RO6 exam questions, which having done some reading prior to taking the exam, I thought I'd take the hit and check it out. Having worked my way through all of the RO's previously, I wanted to ensure that I had the best possible preparation to enable me to pass RO6 first time and get my Diploma in Regulated Financial Planning. All in all, I was impressed with how close the predicted questions were to those in the actual exam and this, in turn, meant that I was well prepared to back up my own personal knowledge for the exam, and your customer service support has also been very helpful. The resources were cost effective as well - a small price to pay to achieve the first milestone in my career qualifications! I would happily recommend Brand to others who are looking for materials to help them with their ongoing qualifications and I will definitely continue to make use of your resources as I work towards achieving Chartered status."
    Jake ClarksonJake ClarksonParaplanner, Clarkson Wayman Ball Ltd, Market Harborough, Leicestershire
  • "I've always used your mock papers for past exams which have been very helpful. As I found the AF3 exam tough to study for, I bought the study notes and calculation workbook for more guidance. Both I found very helpful and in the end helped me to pass AF3."
    Claire ScottClaire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh