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Welcome to Brand Financial Training

Catriona Standingford

Hello! I’m Catriona, the founder of Brand Financial Training. We provide FREE and paid learning materials to help you pass your CII exams.

Join 40,000+ of your fellow financial services professionals in using our exam resources.

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 exams from the CII Diploma and Advanced Diploma, Certificate, and Award qualifications.

Find out everything you need to know about all the CII qualifications. What’s involved? What exams are required? Choose your qualification below:

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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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  • I have passed R06 using only the 'Brand' material for revision.  A lot of similar questions came up.  I learnt the model answers verbatim, which helped I think gain near maximum marks on similar questions.
    John KellyParaplanner, Chase de Vere, London
  • "Brand's Fact Find Analysis for AF5 was instrumental in my obtaining a pass. Furthermore, I found the friendly and engaging approach of Catriona evidenced a genuine interest in my successfully navigating this level 6 paper."
    Marius HampdenMarius HampdenConsultant, Hopwood Ash Financial Planning, Newbury
  • 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 GotteriDavid GotteriSenior Underwriter, Aviva, Chesterfield
  • 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
  • "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 MillenGill MillenOval Financial Services, Bristol
  • 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
  • "A really great resource. Of particular use was the audio masterclass which was constantly on whilst driving between client meetings. This void of "dead time" was filled with a productive revision session instead. I combined this with the study notes which was far easier to digest than the AF3 manual. This paper has the lowest number of candidates passing out of all the AF4 papers and I was delighted to pass this first time, as well as the corresponding JO5 paper."
    Chris BinnsChris BinnsIndependent Financial Adviser, Model Wealth Management, York
  • I just wanted to say a huge thank you to your team! I had an email conversation with your technical team, and the speed and clarity of your responses, plus the friendliness inherent in the tone was a breath of fresh air. I passed my exam last week and your support in those moments of doubt and confusion around particular questions and scenarios was brilliant, as are your training notes and resources generally.
    David GotteriDavid GotteriSenior Underwriter (Life & Disability Insurance), Aviva, Sheffield
  • "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
  • "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"
    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple