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Brand Financial Training
  • CII Exams
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      • 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
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    • 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
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
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      • 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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  • "Having been recommended to you guys via our link to Paradigm, I noticed that you did an analysis of the RO6 exam questions, which having done some reading prior to taking the exam, I thought I'd take the hit and check it out. Having worked my way through all of the RO's previously, I wanted to ensure that I had the best possible preparation to enable me to pass RO6 first time and get my Diploma in Regulated Financial Planning. All in all, I was impressed with how close the predicted questions were to those in the actual exam and this, in turn, meant that I was well prepared to back up my own personal knowledge for the exam, and your customer service support has also been very helpful. The resources were cost effective as well - a small price to pay to achieve the first milestone in my career qualifications! I would happily recommend Brand to others who are looking for materials to help them with their ongoing qualifications and I will definitely continue to make use of your resources as I work towards achieving Chartered status."
    Jake ClarksonJake ClarksonParaplanner, Clarkson Wayman Ball Ltd, Market Harborough, Leicestershire
  • 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
  • “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’m now level 4 qualified and would say the Brand Analysis was extremely useful for my R0’s, particularly R06. I would go as far to say it’s essential for R06, so thank you.
    MatthewMatthewTrainee Financial Planner, IWP Financial Planning Limited, Warwickshire
  • "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
  • I found the Brand analysis very helpful with the final stages of my preparation – it was good to have something to use as a focus. It was also good to get a second opinion on possible questions which could be asked in relation to the case studies – as well as some I hadn’t thought of!
    Laura HintonLaura HintonIndependent Financial Adviser, Exeter
  • 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 R02 - No doubt thanks to your fantastic workbook which helped no end!  With the extra work that I did going through your workbook, this helped a great deal with feeling confident which in this exam particularly was useful given that the technique and timing is as important as the knowledge and skill in ensuring that you get through the questions in a timely manner. One could so easily become distracted or frustrated trying to work out/remember one particular formula to the deficit of the other questions but your workbook enabled me to feel glad that there were so many calculations in the exam whereby before I actually feared them."
    David GunnDavid GunnAdviser, Nottingham
  • "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
  • 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

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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.