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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
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
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    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
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      • 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
  • CII Qualifications
    • Qual-Col-01
      • CII Qualifications Overview
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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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Understand the CII Qualifications

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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  • "Would highly recommend both the past analysis & analysis for the exam you are sitting. I felt these really helped me understand what the examiners were looking for and how to answer questions."
    Rebecca WelthyRebecca WelthyParaplanner, Essex
  • "Your analysis was extremely accurate when predicting the questions. It was presented in a clear and easy way to digest, providing valuable tips on how to answer questions efficiently and effectively. I finished with half hour to spare, which left plenty of time to check my answers which left me feeling quietly confident of a pass. I will be recommending your solutions to other colleagues."
    Lee HanlonLee HanlonAccount Manager, Zurich UK Life, Swindon
  • "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
  • “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
  • "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 am pleased to confirm I passed R06! The extra study support I bought through Brand was excellent and would recommend to any future R06 exam takers. It really helped me understand the way in which the questions were going to be asked and the most efficient way to answer these. I was able to focus my revision in specific areas and not waste time studying for questions that might not pop up, the pointers from Brand on where to focus revision were spot on! It certainly gave me a lot more confidence going into the exam and I now have the result to prove it.
    Hanna PapworthHanna PapworthParaplanner, Bury St Edmunds
  • I must say the analysis and supporting documents were a great help in preparing me for the exam and to back up my knowledge with the sort of model answers they were looking for.
    TomTomBristol
  • The fact find analysis for AF5 was first class! Almost every question asked in the exam was covered off in the analysis. Thank you!
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
  • By using your revision notes, [mock] papers and calc books, I've been able to pass all my R0 exams in around 5-6 months. Honestly cannot thank Brand enough. Notes are always impeccable and customer service has always been spot on. Such an amazing service at such a reasonable price – almost feels like cheating!
    Charlie GarnerCharlie GarnerFinancial Planner, Islands FS, Buckinghamshire
  • I’m now level 4 qualified and would say the Brand Analysis was extremely useful for my R0’s, particularly R06. I would go as far to say it’s essential for R06, so thank you.
    MatthewMatthewTrainee Financial Planner, IWP Financial Planning Limited, Warwickshire

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Information : 26/27 Updates

Sitting your CII financial services exam on or after 1 September?

Our AF1, AF4, AF5 (Revision Notes), AF7, CF1, CF8, J02, J07, LP2, R01, R02, and R05 resources have now been updated for tax year 2026/27.
Examinable from 1 September 2026

Those who purchased 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.*

>> Submit your request before 30 Sep 2026. <<

If you have purchased resources for the above exams during the eligible period, you will receive an email with details – watch your inbox.

* This excludes our E-Mocks (which have a standard 4-month subscription and will be automatically updated), resources for the IF exams which are examinable until 31 December 2026, our R06 and AF5 analyses which apply to specific exams, and any discontinued resources.