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  • The CII AF1 February 2026 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 February 2025 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 September 2024 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 September 2025 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • A Look at Recent Past Papers for the CII AF1 Exam – March 2026

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • The CII AF1 February 2024 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 February 2023 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • Becoming Familiar with Unit Trusts and OEICs

    In this article we cover some useful facts about unit trusts and open-ended investment companies (OEICs) – of interest to those studying for the CII AF1, AF4, CF1, J10, R02 or R03 exams. The taxation of unit trusts is also a popular topic in both R06 and AF5.

  • Current CII Exams Pass Rates – as at June 2026

    The Chartered Insurance Institute (CII) has released its exam pass rates for 2025. In this article, we examine the latest figures, compare them to previous years, and highlight what these trends might mean for candidates planning their qualification route.

  • The CII AF1 September 2023 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • A Look at Recent Past Papers for the CII AF1 Exam – March 2024

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • A Look at Recent Past Papers for the CII AF1 Exam

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • A Look at Recent Past Papers for the CII AF1 Exam – January 2025

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • Capital Gains Tax and Private Residence Relief

    Understanding how PRR works is important for both tax planning and CII exam revision purposes. This article is particularly relevant for students studying for R03 and AF1 and is a subject that often picks up marks in R06 and AF5.

  • The CII AF1 September 2022 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper.