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
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* 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
This image is for illustration purposes only. Resources are PDF downloads.
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Valid for examinations from 1 September 2018 to 31 August 2019
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Valid for examinations from 1 September 2018 to 31 August 2019
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Silver- "I have recently used Brand's materials such as the webinar videos (e-learning) which were brilliant in cementing the required knowledge. The study notes were very useful too, in getting to the core of the subject content. I would most definitely recommend the study notes and webinars (e-learning) for anyone taking this exam!"
Jo DhillonBusiness Analyst, Warwickshire - "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"SarahDC Pensions Associate Consultant, London
- I would highly recommend the material from Brand Financial Training for anyone sitting exams with the CII and working towards Chartered status . The material helped me pass J10 and AF4 first time with very little time to study. Excellent value for money! Thank you Brand Financial Training
Sian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol - "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 ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh
- "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 LynnPartner, Brian Lynn Financial Services, Scotland - "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."Toby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
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.