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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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  • "Thanks for the great material, I used the MP4 AF4 and other R02, J10 material and found it very helpful in passing R02, J10 and AF4."
    Richard BaxterRichard BaxterSenior Financial Adviser, Gower Financial Services, Guernsey
  • "Brand Financial Training's calculation workbook is an excellent tool for learning and understanding the complexities of financial formula. An essential resource ... It comes highly recommended."
    Jonathan HuntJonathan HuntDirector, Expert Financial Solutions Ltd, Oxfordshire
  • "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
  • "The webinar (e-learning) is a refreshing way of studying especially like me if you're a working parent juggling studying between working fulltime and attending to children! It's more practical than a book!"
    Lucy MannLucy MannAdministrator, Suffolk
  • “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”
    Philip DoddPhilip DoddChester
  • "Would highly recommend both the past analysis & analysis for the exam you are sitting. I felt these really helped me understand what the examiners were looking for and how to answer questions."
    Rebecca WelthyRebecca WelthyParaplanner, Essex
  • "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
  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • “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
  • 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