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  • CII Exams
    • Exam-Col-01
      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
      • CII AF4 Investment Planning
      • CII AF5 Financial Planning Process
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      • CF Exams
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      • IF Exams
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      • J0 Exams
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      • 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
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    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
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      • CII Certificate in Investment Operations
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      • CII Certificate in Paraplanning
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    • Qual-Col-03
      • CII Diploma in Financial Planning
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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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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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  • Just wanted to say THANK YOU! to you for your services, I have recently passed FA2, CF1 and also LP2 with thanks to your mock tests. I honestly couldn't do these exams without the mocks.
    Nikki WelshNikki WelshSenior Associate, Edinburgh
  • "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 found the Brand R06 analysis invaluable, as it addressed all the questions that came up in the exam in great depth, meaning that I could focus my revision on specific areas. I would recommend the Brand material to any budding advisor.
    Ryan CrozierRyan CrozierTrainee Financial Planner, Navigator Financial Planning, Northern Ireland
  • "Your AF5 analysis would stand anyone in very good stead for passing the exam providing them with a refresher for the key points tested.  Of course, you don't know exactly what will come up, or the tack/slant the question will take, but your analysis coupled with some general revision on the key areas highlighted will have helped anyone tremendously."
    Peter CainPeter CainFile Review Manager, RBS Group
  • 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
  • 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
  • I just wanted to say a big thank you for the R03 calculations workbook and mock paper purchased earlier this year which have been invaluable as part of my study. I passed the R03 this morning and have used your material to practice and practice again. Without these, I don't think I would have passed.
    Andreas NicolaouAndreas NicolaouOperational Tax Manager
  • The analysis was pretty much spot on with regards to all of the topics – so thank you for the accuracy. Thank you for your help, I’ll definitely be using the resources for the advanced diploma.
    Sahiba KohliSahiba KohliParaplanner
  • "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 did pass - actually, I’ve now completed the Advanced Diploma and achieved Chartered status, passed every exam from level 3-6 first time and can honestly say the Brand materials were essential and I would not have had the journey I have without them.
    Peter SpencePeter SpenceResearch Analyst, North Yorkshire

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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.