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
This image is for illustration purposes only. Resources are PDF downloads.
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- Simply click on the ‘Add To Cart’ button and proceed through the order process.
- 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 2020 to 31 August 2021
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Valid for examinations from 1 September 2020 to 31 August 2021
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Silver- "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!"
Paul JacksonPartner, Professional Practice Services, Worcestershire - I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
Gary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne - "I've used Brand resources for all of my exams over the past 2 years and have passed them all! The study notes are a great start to revision as they break down a subject into more manageable chunks. The papers are also a good study aid to check your knowledge is up to scratch. I've recommended them in the past and I will continue to do so!"
JenniParaplanner, Surrey - "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
- "The Brand training material certainly helps you to focus on the key information required and get straight to the salient facts. Having to read all of RO4 and JO5 was daunting but by using the notes as a guide it helped me to condense a lot of this information quickly ."Mandy SaundersVerifier
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.