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AF1 : Personal tax and trust planning

Study notes

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  • Free AF1 study notes taster version
  • Over 140 pages of study notes
  • Your condensed and more focused take on the CII’s exam syllabus and learning outcomes *
  • Self-test questions after each section
  • Kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download them instantly in PDF format and print as required
  • 30-day money back guarantee

* We always recommend that you have a copy of the CII study text (available from the CII) to form the basis of your studies. The study notes are designed to assist you during the revision process when the study text may become too cumbersome.

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Full study notes

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  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  2. You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.

Valid for examinations from 1 September 2017 to 31 August 2018.

AF1 Study Notes
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Valid for examinations from 1 September 2017 to 31 August 2018

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  • "I've always used your mock papers for past exams which have been very helpful. As I found the AF3 exam tough to study for, I bought the study notes and calculation workbook for more guidance. Both I found very helpful and in the end helped me to pass AF3."
    Claire ScottClaire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh
  • "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!"
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    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
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  • "Your study notes were invaluable... 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 LynnBrian LynnPartner, Brian Lynn Financial Services, Scotland

How will these help me to pass?

Passing AF1 can seem like a struggle, especially when the study text arrives on your doorstep with a heavy thud. Our study notes immediately focus your mind and help you sort the wheat from the chaff so that you can spend time revising what needs to be revised and get focussed on what is needed.

Couple them with other resources in our study kits and you’ll be well prepared for your exam.