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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 a variety of immediately accessible FREE and paid learning materials to help you pass your CII exams.

Our resources have proven to help our customers successfully pass their exams time and time again! Find out more about us

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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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  • 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
  • "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"
    SarahSarahDC Pensions Associate Consultant, London
  • "The Audio Masterclass allowed me to use otherwise 'dead' time in the car and even walking to the office. I'm convinced they contributed to my AF3 success and would recommend them to anyone looking to pass their Advanced Diploma subjects."
    Stuart NelsonStuart NelsonDirector, Veritas Financial Planning, Lake District
  • "Your analysis was extremely accurate when predicting the questions. It was presented in a clear and easy way to digest, providing valuable tips on how to answer questions efficiently and effectively. I finished with half hour to spare, which left plenty of time to check my answers which left me feeling quietly confident of a pass. I will be recommending your solutions to other colleagues."
    Lee HanlonLee HanlonAccount Manager, Zurich UK Life, Swindon
  • "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 have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
    Paul JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire
  • The R06 analysis was brilliant and helped me to answer questions effectively without spending too much time. I would most definitely recommend the analysis to anybody. I have used Brand Financial Training for most of my exams now and it’s the most valuable exam resources going, I can confidently say having tried many of the others! Thank you very much for the support.
    Emma BaumbackEmma BaumbackIndependent Financial Planner
  • "I have recently used Brand's materials such as the webinar videos (e-learning) which were brilliant in cementing the required knowledge. The study notes were very useful too, in getting to the core of the subject content. I would most definitely recommend the study notes and webinars (e-learning) for anyone taking this exam!"
    Jo DhillonJo DhillonBusiness Analyst, Warwickshire
  • “Your R06 case study analysis was great & definitely helped significantly – it was good to know that you are revising the right areas  & hi-lighted some areas which I hadn’t anticipated -  it covered the vast majority  of the questions . Personally, I found the questions on the first case study more challenging than the second. Questions seemed more specific – needing deep knowledge of details rather than an overview, such as on pensions & divorce.  I have used your resources on RO1, RO2,RO3, RO4,RO5 & RO6 & passed them all first time so would recommend them to anybody taking these exams.”
    Jonathan WoodmanJonathan WoodmanBoroughbridge
  • "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"
    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple