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
Get your FREE Taster samples!
We provide FREE tasters for many of our exam learning resources. Just pick an exam below, checkout the available resources and get your freebies.
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Understand the CII Qualifications
Find out everything you need to know about all the CII qualifications. Whats involved? What exams are required? Choose your qualification below:
- CII Advanced Diploma in Financial Planning
- CII Award in Financial Administration
- CII Award in Life and Pensions Foundations
- CII Award in Long Term Care Insurance
- 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 Pension Transfer Advice
- CII Certificate in Regulated Financial Services Operations
- CII Certificate in Securities Advice and Dealing
- CII Diploma in Financial Planning
- CII Diploma in Regulated Financial Planning
We are here to help!
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!
Get in touch- "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 HargreavesInvestment Adviser, Southport - "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 CourageDirector and Lifestyle Financial Planner, Encompass Financial Management Ltd, Berkshire - I passed R02 and honestly don’t think I would have done it without your brilliant resources. I also bought the videos this time round – these don’t usually click with my brain as well as written word and audio, but this time they really helped. Your help on understanding certain answers from the Calculation Workbook was also very much appreciated
David GotteriSenior Underwriter, Aviva, Chesterfield - "The R06 case study analysis was fantastic! There was nothing in the exam that wasn't covered. Brand was recommended to me by a colleague who said "you don't need anything else" and they were correct. I would happily recommend your services."
Edward BarstowWealth Account Manager, Aviva, Sheffield - 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.AdamFinancial Adviser, 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 MillenOval Financial Services, Bristol - "... I discovered the Brand Financial Training Calculation Workbook. This was an absolute godsend for me, the workbook covered every conceivable type of calculation question and then gave plenty of each type to work through. Once I had worked through (and understood) several of the different calculations, I became so much more confident and dare I say actually started to enjoy the complex calculations; seeing them as an easy way to pick up marks. Brand Financial Training are so easy to deal with and the purchased material comes through instantly via email. Thank you Brand Financial Training."
Rebecca LucasDirector, Lime Outsourced Paraplanning - “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 WalkerAdviser, The Pension Drawdown Company, Cobham
- I found the audio masterclasses very helpful. They gave a slightly different explanation to the CII and so helped me understand some of the areas better e.g. spreading of tax relief. Each was just the right length and I would certainly recommend them.Maureen HooleChartered Financial Planner, Malbon Townsend, Congleton
- "Brand Financial Training's calculation workbook is an excellent tool for learning and understanding the complexities of financial formula. An essential resource ... It comes highly recommended."Jonathan HuntDirector, Expert Financial Solutions Ltd, Oxfordshire