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
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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 - "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 - "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."Leanne TraceySenior Customer Consultant, Standard Life Direct
- "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!"
Deborah HughesFinancial Planning Manager, Ashley Law Ltd, Crawley - "A really great resource. Of particular use was the audio masterclass which was constantly on whilst driving between client meetings. This void of "dead time" was filled with a productive revision session instead. I combined this with the study notes which was far easier to digest than the AF3 manual. This paper has the lowest number of candidates passing out of all the AF4 papers and I was delighted to pass this first time, as well as the corresponding JO5 paper."Chris BinnsIndependent Financial Adviser, Model Wealth Management, York
- "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."Giovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
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.