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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
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      • FA Exams
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    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
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      • CII IF3 Insurance Underwriting Process
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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
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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
      • CII R03 Personal Taxation
      • CII R04 Pensions and Retirement Planning
      • CII R05 Financial Protection
      • CII R06 Financial Planning Practice
      • CII R07 Advanced Mortgage Advice
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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
      • 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.

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  • I was having a difficult time with R03 - narrowly missed the pass mark. I’d ordered the CII mock tests and learning materials but something wasn’t clicking. So I ordered your mock exams and could see the difference in the way the questions were written, and I felt like I had genuinely got a tool that would help me get those extra marks. Anyway, I passed and I am delighted with the impact your study material has had. I’ll be using you for R04, R05 and beyond.
    Paul HudsonPaul HudsonBranch Manager, Bolton
  • "Your AF5 analysis would stand anyone in very good stead for passing the exam providing them with a refresher for the key points tested.  Of course, you don't know exactly what will come up, or the tack/slant the question will take, but your analysis coupled with some general revision on the key areas highlighted will have helped anyone tremendously."
    Peter CainPeter CainFile Review Manager, RBS Group
  • "The calculation work book for AF4 was really helpful. A question on Return on Equity came up and I'd literally only come across this in the Brand workbook. Glad to say I passed the exam with flying colours!"
    Russell HammondRussell HammondSenior Partner, London
  • "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 have recently passed my R06 with a distinction grade and have been using your material since R01 and will use going forward into the AF exams. Your case study analysis for the R06 was a great help and no doubt brought me a good few marks that wouldn’t have been obtained otherwise. Your mock exams for the other R0s and the CF6 exam were an amazing help and a valuable additional study tool. I recommend you to everyone I know sitting exams. Thank you very much, your efforts are very much worthwhile.
    Jared ThomasJared ThomasParaplanner, Seven Financial Group, Cardiff/Port Talbot
  • 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
  • "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
  • 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
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct

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    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.