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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 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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  • "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
  • "It was hard for me to commit myself to start studying again as I am a full time mum of two under 5. However, I took the challenge and  decided to go for it. I was looking for past papers and that's when I came across the mock exams through the Brand Financial Training website. After doing them over and over again I was able to revise  the areas I was weak in. It gave me confidence and I was ready for the exams. If I didn't do these papers I would have been a nervous wreck! I guess I owe a big thank you to Brand Financial Training."
    Shalini DevarajanShalini DevarajanIpswich
  • "... I discovered the Brand Financial Training Calculation Workbook. This was an absolute godsend for me, the workbook covered every conceivable type of calculation question and then gave plenty of each type to work through. Once I had worked through (and understood) several of the different calculations, I became so much more confident and dare I say actually started to enjoy the complex calculations; seeing them as an easy way to pick up marks. Brand Financial Training are so easy to deal with and the purchased material comes through instantly via email. Thank you Brand Financial Training."
    Rebecca LucasRebecca LucasDirector, Lime Outsourced Paraplanning
  • 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
  • "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
  • "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 am pleased to say I passed AF5 using Brand's AF5 Fact-Find Analysis. I am now preparing my application for Chartered Status! I have used the Brand materials for a number of the exams along the way and have found them to be most useful and very reasonably priced and always recommend them to colleagues."
    Tammie SteadmanTammie SteadmanChartered Financial Planner, Footes Financial Planning UK, Birmingham
  • "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
  • "Your study notes were invaluable... I would advise everybody who is due to sit these to use the study notes and the mock exams as these will give you a terrific insight into how the exams work. Good luck."
    Brian LynnBrian LynnPartner, Brian Lynn Financial Services, Scotland
  • 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