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Brand Financial Training are here to provide you with immediately accessible, quality learning resources for your CII exams.


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Brand Financial Training Founder Catriona Brand"Hi, I'm Catriona and welcome to Brand Financial Training. If you are sitting a CII exam then we can help support you with a range of immediately downloadable learning resources including mock papers, workbooks, study notes, webinars and more. We also provide top-notch customer service and a money back guarantee. Click on the exam below that you are sitting to see how we can help you to pass."

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CII Exam Learning Resources | Brand Financial Training

If you are sitting a CII exam then we can help with a range of learning resources including free tasters. Click on the exam below that you are sitting to see how Brand Financial Training can help you to pass:

CII AF Exams

AF1 : Personal tax and trust planning
AF2 : Business financial planning
AF3 : Pension planning
AF4 : Investment planning
AF5 : Financial planning process
AF6 : Senior management and supervision

CII R0 Exams

R01 : Financial services, regulation and ethics
R02 : Investment principles and risk
R03 : Personal taxation
R04 : Pensions and retirement planning
R05 : Financial protection
R06 : Financial planning practice

CII J0 Exams

J02 : Trusts
J03 : The tax and legal aspects of business
J05 : Pension income options
J07 : Supervision in a regulated environment
J09 : Paraplanning
J10 : Discretionary investment management
J11 : Wrap and platform services
J12 : Securities advice and dealing

CII CF Exams

CF1 : UK financial services, regulation and ethics
CF2 : Investment and risk
CF4 : Retirement planning
CF5 : Integrated financial planning
CF6 : Mortgage advice
CF8 : Long term care insurance

CII ER Exams

ER1 : Equity release

CII FA Exams

FA1 : Life office administration
FA2 : Pensions administration
FA4 : Collective investment scheme administration
FA5 : Individual savings accounts administration
FA6 : Investment client servicing

CII GR Exams

GR1 : Group risk

CII IF Exams

IF1 : Insurance, legal and regulatory
IF2 : General business insurance
IF3 : Insurance underwriting process
IF4 : Insurance claims handling process
IF5 : Motor insurance products
IF6 : Household insirance products
IF7 : Healthcare insurance products
IF8 : Packaged commercial insurances
IF9 : Customer service in insurance

"At the age of 20 I became the youngest person to hold the CII Diploma's. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
Josh Butten, MDG MK, Milton Keynes
Money Back Guarantee on CII Exam Resources

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CII Exam Mock Papers

Mock Exam Papers

Free taster paper plus 3 full mock papers (2 for AF exams) to purchase. Our answers include cross references to the CII study text. These are written by Brand Financial Training. Our mock papers are not duplicates of the CII's specimen papers, and can be used for additional exam practise.

"I have found the most important resource for any of the diploma papers have been mock questions. The more the merrier! The Brand mock papers I used for R01, R02 and R03 are an excellent indication of the standard of questions from the actual exam and as such a valuable source of revision aid."
Gavin Duffy, Financial Adviser, Weston-super-mare
CII Exam Calculation Workbooks

Calculation Workbooks

Focussing on the calculations within the exam, our calculation workbooks set questions and provide full step-by-step answers. Download the free taster workbook.

"The Brand Financial Training's calculation workbook is an excellent tool for learning and understanding the complexities of financial formula. An essential resource for anyone studying the J06, R02, AF4 or the IMC. It comes highly recommended."
Jonathan Hunt, Director, Expert Financial Solutions Ltd, Oxfordshire
CII Exam Study Notes

Study Notes

Consider our study notes your condensed and more focussed take on the CII's exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any 'padding'. Try out our free taster notes.

"Your study notes were invaluable I passed R01 and R02 first time. I would advise everybody who is due to sit these to use the study notes and the mock exams as these will give you a terrific insight into how the exams work. Good luck."
Brian Lynn, Partner, Brian Lynn Financial Services, Scotland
CII Exam Webinar Videos

Webinar Videos

Covering the exam learning outcomes, these modular webinar video series give you 24/7 online access and includes handouts, MP3 audios, study plan, cross-references with CII study text and our resources, plus more. Access module 1 for free.

"I found the R04 webinars including the audio support to be invaluable. I could listen in the car or at my desk whilst watching the slides. This enabled me to go through the material at my own pace in my own time."
Kenneth Lee, UK
CII R06 AF5 Exam Analysis

R06 and AF5 Exam Analyses plus Email Support

Full detailed analysis of the R06 case studies and AF5 fact-find issued by the CII 2 weeks before the exam, plus types of questions and examiner's comments, exam technique, past paper analysis, case study and fact-find analysis and more plus email support. Free taster analysis available.

"I passed R06 using Brand Financial Training's case study analysis. The pass mark was 82 I believe and I got 94 so plenty of room! The money I spent with Brand was worth every penny. The techniques saved me time and I felt confident that I had passed! Great service!"
Stuart White, Granite Financial Management Ltd, Colchester
CII CF5 Exam Workbook

Trusts Workbook (J02/AF1)

Focussing on the 'Trusts' sections of the J02 syllabus, this workbook takes you through the legal aspects and taxation of Trusts, as well as looking at life assurance and trusts. To aid knowledge retention and understanding, this workbook is written as a number of short exercises such as 'Q & A', 'Fill in the blanks' and 'Quick Quizzes' as well as providing exam-type questions. The answers to the exercises and questions are given at the end.

CII CF5 Exam Workbook

Portfolio Creation Workbook (CF5)

Focussing on the 'product selection and portfolio creation' part of question 2 in CF5, this workbook works through the thought processes needed to provide a suitable 'model' answer. This workbook then applies the thought process to the 'production selection and porfolio creation' parts of question 2 in all three of our own mock exam papers, providing step-by-step thought processes and answers. As a free bonus, you will also get a second workbook providing a brand new scenario and product selection question to give you even more practise.

"...with your help and excellent training materials I have passed CF5. I know that I could not have done it without the information and techniques you devised. Thank you."
Simon Bissmire, Consultant, Croesus Financial Services Ltd, St Ives
CII Exam Revision and Study Techniques

Pass Exams Easily

Our 'Pass Exams Easily' kit written by Genius Material shows you - step by step - exactly how to revise so that you retain 80% and more, by spending less time studying. It includes ebook, video and audio MP3. Suitable for all exams.

CII Exam Free Downloads | Brand Financial Training

The CII exams listed above all fit into the following CII qualifications listed below. Click on a qualification for full information.

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Customer Service - If You're Not Happy, We're Not Happy

Of great importance to us is providing excellent customer service. We don't just do this by providing a money back guarantee, we also do all we can to make your exam journey and your experience with us a happy one. If you're not happy then we're not happy, so please do tell us and we will act as quickly as we can to resolve any issues and put a smile on your face. We have a fantastic enquiries team at and you can always call us on 0845 680 1682.