Home

  • CII Exams
    • AF Exams
    • CII AF1 Personal Tax and Trust Planning
    • CII AF4 Investment Planning
    • CII AF5 Financial Planning Process
    • CII AF7 Pension Transfers
    • CF Exams
    • CII CF1 UK Financial Services, Regulation and Ethics
    • CII CF6 Mortgage Advice
    • CII CF8 Long Term Care Insurance
    • ER Exams
    • CII ER1 Equity Release
    • FA Exams
    • CII FA1 Life Office Administration
    • CII FA2 Pensions Administration
    • IF Exams
    • CII IF1 Insurance Legal and Regulatory
    • CII IF2 General Insurance Business
    • CII IF3 Insurance Underwriting Process
    • CII IF4 Insurance Claims Handling Process
    • CII IF5 Motor Insurance Products
    • J0 Exams
    • CII J02 Trusts
    • CII J05 Pension Income Options
    • 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
    • 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
    • CII R07 Advanced Mortgage Advice
  • CII Qualifications
    • CII Qualifications Overview
    • Advanced Diplomas
    • CII Advanced Diploma in Financial Planning
    • Awards
    • CII Award in Financial Administration
    • CII Award in Life and Pensions Foundations
    • CII Award in Long Term Care Insurance
    • CII Award in Regulated Pension Transfer Advice
    • Certificates
    • CII Certificate in Advanced Mortgage Advice
    • CII Certificate in Discretionary Investment Management
    • CII Certificate in Equity Release
    • CII Certificate in Financial Services
    • CII Certificate in Insurance
    • CII Certificate in Investment Operations
    • CII Certificate in Mortgage Advice
    • CII Certificate in Paraplanning
    • CII Certificate in Regulated Financial Services Operations
    • CII Certificate in Securities Advice and Dealing
    • Diplomas
    • CII Diploma in Financial Planning
    • CII Diploma in Regulated Financial Planning
  • Main Pages
  • Home
  • Blog
  • Corporate
  • FAQ
  • About
  • Contact
  • Home
  • Blog
  • Corporate
  • FAQs
  • About
  • Contact
Cart
Brand Financial Training
  • CII Exams
    • Exam-Col-01
      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
      • CII AF4 Investment Planning
      • CII AF5 Financial Planning Process
      • CII AF7 Pension Transfers
      • CF Exams
      • CII CF1 UK Financial Services, Regulation and Ethics
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
      • ER Exams
      • CII ER1 Equity Release
      • FA Exams
      • CII FA1 Life Office Administration
      • CII FA2 Pensions Administration
    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • 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
      • CII R07 Advanced Mortgage Advice
      • Study Kit Box
  • CII Qualifications
    • Qual-Col-01
      • CII Qualifications Overview
      • CII Advanced Diploma in Financial Planning
      • CII Award in Financial Administration
      • CII Award in Life and Pensions Foundations
      • CII Award in Long Term Care Insurance
      • 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
      • CII Certificate in Financial Services
      • CII Certificate in Insurance
      • CII Certificate in Investment Operations
      • CII Certificate in Mortgage Advice
      • CII Certificate in Paraplanning
      • CII Certificate in Regulated Financial Services Operations
      • CII Certificate in Securities Advice and Dealing
    • Qual-Col-03
      • CII Diploma in Financial Planning
      • CII Diploma in Regulated Financial Planning
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.

Find out more about us

Get your FREE Taster samples!

Brand Financial Training

We provide FREE tasters for many of our exam learning resources. Just pick an exam below, check out the available resources and get your freebies.

Pick your exam:

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.

If you already know which qualification is right for you, find out what’s involved and the exams required by choosing your qualification below:

Pick your qualification:

We are here to help!

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!

Get in touch
  • Brand has helped enormously with the study & learning process. For me, it adds a different dimension to the otherwise dull & drab CII study syllabus.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • 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
  • 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 would highly recommend the material from Brand Financial Training for anyone sitting exams with the CII and working towards Chartered status . The material helped me pass J10 and AF4 first time with very little time to study. Excellent value for money! Thank you Brand Financial Training
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
  • I signed up for the analysis of the R06 case study for sitting my final exam in April and the team at Brand Financial Training sent over the analysis about 10 days before the exam and it was incredibly useful! It analysed past exams, with what questions were asked, common themes, and most importantly of all, predictions of what questions will come up on the current case study and their analysis of the case studies. The whole package was written succinctly and in a user-friendly way making it really easy to study (unlike a lot of the 'normal' study materials you find elsewhere). After studying the analysis for ten days I couldn't have been more prepared for the exam on the day and as a result, I went into the exam much calmer than I would have done otherwise which can make a big difference on the day of the exam.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • I passed the exam and got 86%, your analysis was a massive help in achieving this.
    George P. SimmondsGeorge P. SimmondsParaplanner, Nicholls Stevens (Financial Services) Ltd, Bristol
  • "I've used your resources for 3 exams so far and have always passed first time.  I find these questions help to highlight those areas in which I am weak and which may need further study.  I also find that questions in the exam are phrased in a way that I would not normally use, and that reading mock questions helps me to be aware of and alert to these.  Your mock papers were invaluable in helping me to prepare for my exams."
    John BisattJohn BisattAdviser, Palmer Lane, Cardiff
  • I did pass! I’m quite sure I would not have passed without the case study analysis and am so happy I invested in it; worth every penny!
    Ruth ArnettRuth ArnettMaidstone
  • The fact find analysis for AF5 was first class! Almost every question asked in the exam was covered off in the analysis. Thank you!
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol

Related Posts:

  • Inheritance Tax Planning and the 14-Year Rule
    Inheritance Tax Planning and the 14-Year Rule
  • Our Post-Exam Review of the June 2026 CII R06 Exam
    Our Post-Exam Review of the June 2026 CII R06 Exam
  • Brand Bitesize: Personal Savings Allowance and Dividend Allowance
    Brand Bitesize: Personal Savings Allowance and…

Newsletter

Stay up to date with our informative monthly newsletter tailored for you.

Learn more

We write for...

Logo: Money Marketing Logo: Professional Paraplanner Professional Paraplanner Awards 2021
Learn more

We support...

In Aid of Trussell Trust The Clothing Bank
Find out more about how we work to make a social impact.
Learn more

Home
About
Blog
Contact
Social Impact

Corporate
Help and FAQs
Learning Resource Updates

Email :
Tel : +44 (0)345 680 1682 (Voicemail only)

Calls are charged at the same rate as standard landline numbers. This rate will depend on your telephone provider and may be included in your tariff.

LinkedInLinkedInTwitter/XTwitter/X YouTubeYouTubeYouTubeYouTube

©2026 Brand Financial Training Ltd · Reg No: 7153959 · VAT No: 979 2499 45

Policies | Terms of use | Terms of sale | Privacy policy | Cookie policy | Data Protection Complaints Policy

Information : 26/27 Updates

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

Our AF1, AF4, AF5 (Revision Notes), AF7, CF1, CF6, CF8, ER1, FA1, FA2, J02, J07, J10, LP2, R01, R02, R03, R04, R05, and R06 (Revision Notes and Calculation Workbook) 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.