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Brand Financial Training
  • CII Exams
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      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
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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
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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 have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing).  I have recommended you to all who wish to sit the exams in the future."
    Brian HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
  • 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
  • I passed thanks. I found the case study analysis very useful and prepared me well for the exam. I would recommend it to others doing the exam.
    Daniel AndersonDaniel AndersonParaplanner, Independent Financial Advice Centre (Glasgow) Limited, Paisley
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • I received a pass in my recent AF5 and the Fact Find analysis I purchased was the most amazing help. It’s fair to say my journey would have been a lot harder had I not invested in your services.
    Phillip WilliamsPhillip WilliamsRegional Pension Specialist, Bristol
  • "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 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
  • 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
  • Couldn’t recommend Brand enough to anyone, the mock papers for the multiple choices are hands down the reason I passed each of the exams, I used your materials as my main study method for each of the exams over the past year!
    Andrew LloydAndrew LloydParaplanner, People and Business IFA Limited, Liverpool
  • I did pass AF5 on my first attempt. I found your analysis to be brilliant for summarising the most likely questions and you were spot-on with much of what came up on the day of the exam. I now only have AF8 to pass to achieve Chartered Status but I would recommend your resources to anyone sitting AF5 in the future.
    James BrownJames BrownFinancial Planner, Leicester

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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, FA1, FA2, J02, J07, LP2, R01, R02, R03, R04, 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.