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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
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    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
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      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
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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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    • 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
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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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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.

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  • 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
  • "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
  • "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 took J05 and wanted to say that I wouldn't have passed it without your help, some of the questions that came up were not studied by the CII study book. However, these areas were covered in your study material and practice questions which saved the day!"
    Deborah HughesDeborah HughesFinancial Planning Manager, Ashley Law Ltd, Crawley
  • “The calculation workbook ... is very comprehensive and includes calculations which are used as questions in the exam. The examples are clear and broken down into step by step stages... The resources provided by Brand Financial Training were key to my success. I shall certainly be trying them for future exams.”
    Suzanne WalkerSuzanne WalkerAdviser, The Pension Drawdown Company, Cobham
  • 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've used Brand resources for all of my exams over the past 2 years and have passed them all! The study notes are a great start to revision as they break down a subject into more manageable chunks. The papers are also a good study aid to check your knowledge is up to scratch. I've recommended them in the past and I will continue to do so!"
    JenniJenniParaplanner, Surrey
  • Upon completion of the exam, I actually couldn’t believe how accurate your case study analysis was at predicting the questions. I finished the exam in 1hr 30mins and came out feeling totally confident I had done enough to pass, and I attribute this to your case study analysis.
    Ben WernhamBen WernhamParaplanner, Newbury
  • First, I'd like to thank you and the team for all the support you offer students. I sat AF5 in September and don't think I would've made it without your help and support, thank you!
    Maggie TsvetanovaMaggie TsvetanovaCompliance Officer, Informed Financial Planning, Hull
  • I'm really pleased I decided to get the R06 analysis. I was umming and ahhing about it and decided to bite the bullet and I couldn't be happier with what I got. Some of the questions were almost word for word of what the pack prepared me for. Not only did this help direct my revision, but it also kept me calm because I saw questions I was prepared for. I'll definitely use Brand again for future exams.
    Catherine ByrneCatherine ByrneParaplanner, Sheffield

Related Posts:

  • Our Post-Exam Review of the April 2026 CII R06 Exam
    Our Post-Exam Review of the April 2026 CII R06 Exam
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Information : 26/27 Updates

Sitting your CII financial services exam after 1 September?

The CII examine tax year 25/26 until 31 August 2026. They examine tax year 26/27 from 1 September 2026.

Those who purchase 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. We will email you about this in mid-August.

NOTE: This excludes our E-Mocks products (which have a standard 4-month subscription and will be automatically updated), our R06 and AF5 analyses, IF Mock Papers (as they are still valid until 31 December), and any discontinued resources.