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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
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      • IF Exams
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      • J0 Exams
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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
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    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
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      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
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      • 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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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 am finally Diploma qualified after passing R06. Thank you to the Brand Financial Training team – your training materials for R06 and other exams have been invaluable to me.
    Clare BeswickClare BeswickWealth Business Consultant, Vitality UK
  • “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
  • Pleased to say I passed AF5 with distinction (mark of 128)! Thank you for providing excellent revision material as always.
    Diana BevanDiana BevanAssistant Director, Cambridge
  • From completing my R01 exam in January 2018 to getting my result for my R06 exam in May 2019, Brand Financial Training have helped me work my way through Diploma in Regulated Financial Planning. I have found their Mock Exams and Calculation Workbooks particularly helpful and their R06 Case Study review was critical to me passing my R06 exam. I have recommended Brand Financial Training to my colleagues and wouldn’t hesitate to recommend them to my peers also.
    Matthew BiggsMatthew BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough
  • "I would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."
    Antony GummersonAntony GummersonClient Support, W Denis Financial Services, Leeds
  • I received a pass in my recent AF5 and the Fact Find analysis I purchased was the most amazing help. It’s fair to say my journey would have been a lot harder had I not invested in your services.
    Phillip WilliamsPhillip WilliamsRegional Pension Specialist, Bristol
  • I passed R06 and very much thanks to your case study analysis which was excellent. I have used numerous training materials that you have produced for the R0 exams and all have been very useful indeed. I have now completed my level 4 diploma.
    Jonathan HowardJonathan HowardTax Manager, Handelsbanken Wealth & Asset Management
  • The J02 Mock papers were amazing thank you. I ordered them yesterday for the final part of my revision, went through them all and passed the exam today. Hugely grateful!
    Rebecca Maxwell-HyslopRebecca Maxwell-HyslopPrincipal Financial Planning
  • 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 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

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Information : 26/27 Updates

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

Our AF1, AF4, J02, J07, LP2, R02, and R05 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.