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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
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      • 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
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      • 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
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    • Qual-Col-01
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      • 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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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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  • "Brand's solution papers were massively helpful in my preparation for the R06 exam. The expected questions came up on the exam and I was well prepared to give answers that covered all the aspects that I needed to in order to get a good mark. Gained a very good pass so am very grateful to Brand for their support."
    Matt HignettMatt HignettIFA
  • I did pass! I’m quite sure I would not have passed without the case study analysis and am so happy I invested in it; worth every penny!
    Ruth ArnettRuth ArnettMaidstone
  • "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing).  I have recommended you to all who wish to sit the exams in the future."
    Brian HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
  • 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
  • I found the Brand Financial Training R06 analysis extremely useful when preparing for my exam and passed with 76%, which I’m not sure I would have gotten without your material. The most helpful aspect was identifying the sequence of questions that are likely to be asked in the exam. This allowed me to focus on ‘core areas’ to secure the bulk of the marks. This is questions like ‘detail the additional information required’ and the generic questioning.
    John EdwardsJohn EdwardsIFA, Hoyl Independent Advisers, Cromer
  • "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
  • I would highly recommend the material from Brand Financial Training for anyone sitting exams with the CII and working towards Chartered status . The material helped me pass J10 and AF4 first time with very little time to study. Excellent value for money! Thank you Brand Financial Training
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
  • 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 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
  • “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

Related Posts:

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    Pensions and IHT - Assessment and Payment
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    Pensions and IHT - Liability and Impact
  • Current CII Exams Pass Rates - as at June 2026
    Current CII Exams Pass Rates - as at June 2026

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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.