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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
      • CII CF1 UK Financial Services, Regulation and Ethics
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
      • ER Exams
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      • FA Exams
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      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
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      • J0 Exams
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      • 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
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      • 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
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      • 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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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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  • I passed R04! - your question sets have been an invaluable part of my preparation.
    RobRobLloyds Banking Group
  • "I passed my exams 1st time after buying the 3 mock exam packs. They are very relevant and gave me that extra confidence in taking the exam. Thank you Brand 🙂 The service is excellent as well I might add."
    Lianne JacksonLianne JacksonInvestment Sales Adviser, Chelmsford
  • I passed R06 with distinction! I found the case study analysis really useful, I would recommend it to anyone planning to sit this exam. I found the material very helpful as it gave me some much needed direction in the lead up to my exam.
    Rachel HarperRachel HarperParaplanner, M.R. Financial Services, Preston
  • The case study analysis for R06 was unbelievably useful. It saved me a huge amount of time and really helped me arrange my thoughts around the likely questions. Thank you
    Gavin CaseyGavin CaseyBastion Financial Planning, Guildford
  • The J02 Mock papers were amazing thank you. I ordered them yesterday for the final part of my revision, went through them all and passed the exam today. Hugely grateful!
    Rebecca Maxwell-HyslopRebecca Maxwell-HyslopPrincipal Financial Planning
  • "Pleased to say I passed R06 comfortably.  I used a range of resources to help prepare me for this and yours was by far the most comprehensive.  Thank you so much for the fantastic support and I would recommend your resources to anyone wanting to complete the level 4 diploma that doesn't have the time or inclination to do resits."
    Donna BaileyDonna BaileyFinancial Services Professional, Walsall
  • I found the Brand analysis very helpful with the final stages of my preparation – it was good to have something to use as a focus. It was also good to get a second opinion on possible questions which could be asked in relation to the case studies – as well as some I hadn’t thought of!
    Laura HintonLaura HintonIndependent Financial Adviser, Exeter
  • The Brand analysis was excellent, really helped me! Learning all the possible questions and answers meant nothing in the exam was a surprise, as the majority of questions were pretty much the same as the ones in the analysis
    Jamie BarringtonJamie BarringtonSenior Paraplanner, Sedulo Wealth Management
  • "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 just wanted to send you a quick email to say I passed my AF5 exam with a distinction and really feel that this could not have been achieved without your fact find analysis.
    Jessica BargeryJessica BargeryFinancial Advisor, South Wales

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Information : 26/27 Updates

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

Our AF1, J02, and J07 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.