About us
We’ve been around since 2008 providing CII exam candidates with immediately accessible, quality learning resources. We have over 60,000 financial services professionals using our exam resources and those numbers keep on growing!
Why use Brand Financial Training?
We offer a varied range of learning resources covering exams from Award through Certificate, Diploma and Advanced Diploma levels. Our resource range ensures that there is something that suits every style of learning. These include mock papers, e-mocks, calculation workbooks, revision notes, analyses and more with both free taster and full paid-for versions available.
Our team of highly qualified and experienced individuals author all of our resources and keep them up-to-date. The team’s extensive experience includes working with the CII as authors and examiners.
We are also very active on our blog providing articles, information and comment on financial services exams, and the industry in general.
Our Mission
Through offering a diverse choice of high-quality, affordable CII exam resources complemented by exceptional customer care, our mission is to alleviate stress and boost confidence among our community members, whilst supporting their pursuit of exam excellence.
Our Vision
To be the most trusted provider of high-quality CII exam resources whilst fostering professional excellence and social responsibility.
This means that we are constantly seeking new ways to make sure we are leaving the planet a better place than we found it. Find out more here.
Meet the Brand Financial Training team…
Catriona Standingford
Founder/Chair
Catriona founded Brand Financial Training in 2008 and has grown the business into one of the most highly regarded providers of learning resources for financial services CII exam candidates. After graduating with a BSc (Hons) Information Systems from the University of Leeds, Catriona worked as an IT Consultant worldwide, later changing career and re-training as a financial adviser. Seeing a dire need for help with financial services exams, she later launched Brand Financial Training and has since become an expert in Learning & Development.
Catriona also has Board level experience from startup through to established business dealing with a variety of areas including e-commerce; digital marketing; GDPR; systems analysis; documenting, streamlining and automating business processes; risk management; strategic planning; governance and coaching.
Articles
Michelle Riley
Head of Digital
Michelle joined the Brand Financial Training team in 2012 and has been our Head of Digital since May 2021, developing and maintaining our various systems and websites. She gained her Bachelor of Technology from the Royal Melbourne Institute of Technology in 2012 and ensures her skills are kept up-to-date through various online training courses.
Jennifer Dugdale
Managing Director
Jennifer joined the team in 2021 and is responsible for the day-to-day running of Brand Financial Training as well as having management responsibility for projects and strategy. Her previous roles include Head of Training and Head of Academy roles at financial advice and training businesses, providing training for advisers and financial advice apprentices, as well as roles within business development and compliance & training. She holds an MBA from the University of Leeds.
Ann Mora
Technical Support and Content Specialist
Ann has been part of the Brand Financial Training team since 2019, helping CII exam candidates to pass their exams. She is an essential part of our technical authoring team as well as working on the content and administrative side of the business. Ann has a strong numerical and financial services background with a BSc in Mathematics from Exeter University and working in financial services since 1995. During that time she has gained numerous CII qualifications including AF7 Pension Transfers, G10 Taxation and Trusts, G30 Business Financial Planning, G60 Pensions, R06 Financial Planning Practice, FP1, FP2, FP3, SV1 and CF9. Her roles have included IFA Consultant and Corporate Pensions Consultant for Friends Provident.
Technical Author Team
Our technical author team consists of six highly skilled and qualified financial services authors and trainers with backgrounds in training, compliance, financial advice and hold the titles of Chartered Financial Planner, Associates and Fellows of the PFS and CII. Our technical authoring team are highly qualified including the CII Advanced Diploma in Financial Planning, the CII Diploma in Regulated Financial Planning and equivalents, and a number of them also work for the CII as technical authors and examiners. Previous roles include household names such as Aviva, L&G and Friends Provident.
Customer and Business Support Team
The first point of contact for our customers is our Customer and Business Support Team, including Sharon, Lucy, and Patricia. The team has many years of experience in providing excellent customer service and support for our customers but are also responsible for a lot of behind the scenes action. Their knowledge of our customers and needs is unmatched, and they are always happy to help should you need anything. You can contact our Customer and Business Support team by emailing
Why are we different?
Most study materials tell you what you need to know.
We focus on helping you understand how to use it in the exam.
Our resources are built to bridge the gap between theory and application – with realistic questions, clear explanations, and guidance that reflects how exams are actually assessed. So instead of feeling stuck or unsure if you’re on the right track, you can see what’s expected and go into your exam feeling prepared.
The importance of customer service
Providing excellent customer service is extremely important to us. We do all we can to make your exam journey and your experience with us a happy one. If you have any queries or problems, do contact us and we will act as quickly as we can to resolve the situation.We have a fantastic enquiries team at and you can always leave us a message on 0345 680 1682 (Calls are charged at no more than 5p per minute from a BT line, charges from mobiles and other providers may vary and can be considerably more).
Find us on:
We appreciate you!
Finally, we’re not just a faceless company trying to sell you stuff. The entire team here at Brand Financial Training genuinely care about you and your exam journey. We want to know how you’re doing and how we can help. Our aim is to make your exam journey with us a successful one.
We look forward to meeting you!
Need help with anything?
We like to support our customers on every step of their journey. Got a question, then get in touch and we’ll do our very best to help you!
- "I am pleased to say I passed AF5 using Brand's AF5 Fact-Find Analysis. I am now preparing my application for Chartered Status! I have used the Brand materials for a number of the exams along the way and have found them to be most useful and very reasonably priced and always recommend them to colleagues."
Tammie SteadmanChartered Financial Planner, Footes Financial Planning UK, Birmingham - The Brand analysis was excellent, definitely covered all major areas. There was no waffle in the revision material; it was straight to the point and concise! The email support day was great, and the team were very thorough with their answers which was very much appreciated.Jessica CraigTrainee Financial Adviser, Fairstone Financial Management Ltd, Belfast, Northern Ireland
- 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 BaumbackIndependent Financial Planner
- "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 GunnAdviser, Nottingham
- I passed R04! - your question sets have been an invaluable part of my preparation.RobLloyds Banking Group
- I would like to take this opportunity to thank everyone at Brand for the work that goes into the R0 support material as it has helped me a lot throughout my studies to gain my diploma.RoyStirling
- I passed! All thanks to your case study analysis which was the only thing I used in the lead up to the exam, I passed on my first attempt!Antoinette ElgarWealth Management Administrator, Argentis Wealth Management, London
- "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 ClarksonParaplanner, Clarkson Wayman Ball Ltd, Market Harborough, Leicestershire
- "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 HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
- 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 FarrellTeam Manager, London & Country, Bath
Tammie Steadman
David Gunn
