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  • CII Exams
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      • J0 Exams
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    • Exam-Col-03
      • R0 Exams
      • CII R01 Financial Services, Regulation and Ethics
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      • CII Certificate in Advanced Mortgage Advice
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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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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.

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  • "I passed R02 - No doubt thanks to your fantastic workbook which helped no end!  With the extra work that I did going through your workbook, this helped a great deal with feeling confident which in this exam particularly was useful given that the technique and timing is as important as the knowledge and skill in ensuring that you get through the questions in a timely manner. One could so easily become distracted or frustrated trying to work out/remember one particular formula to the deficit of the other questions but your workbook enabled me to feel glad that there were so many calculations in the exam whereby before I actually feared them."
    David GunnDavid GunnAdviser, Nottingham
  • I passed thanks. I found the case study analysis very useful and prepared me well for the exam. I would recommend it to others doing the exam.
    Daniel AndersonDaniel AndersonParaplanner, Independent Financial Advice Centre (Glasgow) Limited, Paisley
  • “The calculation workbook ... is very comprehensive and includes calculations which are used as questions in the exam. The examples are clear and broken down into step by step stages... The resources provided by Brand Financial Training were key to my success. I shall certainly be trying them for future exams.”
    Suzanne WalkerSuzanne WalkerAdviser, The Pension Drawdown Company, Cobham
  • "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
  • 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 am finally Diploma qualified after passing R06. Thank you to the Brand Financial Training team – your training materials for R06 and other exams have been invaluable to me.
    Clare BeswickClare BeswickWealth Business Consultant, Vitality UK
  • The R06 analysis was brilliant and helped me to answer questions effectively without spending too much time. I would most definitely recommend the analysis to anybody. I have used Brand Financial Training for most of my exams now and it’s the most valuable exam resources going, I can confidently say having tried many of the others! Thank you very much for the support.
    Emma BaumbackEmma BaumbackIndependent Financial Planner
  • 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
  • I must say that the exam analysis was absolutely invaluable to me. It really helped me to focus my attention on certain areas and it was nice last-minute reminder to have on more common exam questions (i.e., the roles of a trustee).
    Adam PriceAdam PriceFinancial Planner
  • The Brand analysis was excellent, definitely covered all major areas. There was no waffle in the revision material; it was straight to the point and concise! The email support day was great, and the team were very thorough with their answers which was very much appreciated.
    Jessica CraigJessica CraigTrainee Financial Adviser, Fairstone Financial Management Ltd, Belfast, Northern Ireland

Related Posts:

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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.