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Welcome to Brand Financial Training

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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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  • "The webinar (e-learning) is a refreshing way of studying especially like me if you're a working parent juggling studying between working fulltime and attending to children! It's more practical than a book!"
    Lucy MannLucy MannAdministrator, Suffolk
  • "Brand are my 'go to' company for providing exam resources. In the past 18 months I've sat (and passed) 12 CII exams and I know I wouldn't have been as successful without the mock papers, calculation workbooks and analysis I've purchased from Brand Financial Training. Thank you!"
    SaffieSaffieParaplanner, Lorica Wealth Management, Bournemouth
  • 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 HooleMaureen HooleChartered Financial Planner, Malbon Townsend, Congleton
  • “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
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "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 BarstowEdward BarstowWealth Account Manager, Aviva, Sheffield
  • "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
  • "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
  • "The calculation workbook helped me to memorise the correct steps which pretty much guaranteed me at least half of the marks in the AF3 paper, whilst also making them appear simple which aided in actually understanding them and how they are used. Would definitely recommend."
    JordanJordanParaplanner
  • "The Brand training material certainly helps you to focus on the key information required and get straight to the salient facts. Having to read all of RO4 and JO5 was daunting but by using the notes as a guide it helped me to condense a lot of this information quickly ."
    Mandy SaundersMandy SaundersVerifier