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      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
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Brand Financial Training > CII AF1 Personal Tax and Trust Planning Online Workshop

CII AF1: Online Workshop

  • Overview
  • Book workshop
  • Study kits

AF1 Online Workshop

  • This is for you if… you want expert support with both the technical knowledge and exam technique needed to pass AF1
  • Online workshop sessions led by a former CII Senior Examiner
  • Comprehensive package covering revision, calculation techniques, and exam preparation
  • Small-group format, with limited places available
  • Fully interactive sessions, giving you the opportunity to ask questions as you go
  • Work through carefully selected past-paper case studies and calculations
  • Develop techniques for presenting clear answers using the CII exam software
  • Exclusive full mock exam created for workshop participants, with written feedback and an individual feedback call
  • Replay access and relevant workshop materials available after the sessions

Book now

Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

AF1 Online Workshop

AF1 workshop for the 10 September 2026 exam. Places are limited.

Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more
AF1 Workshop
£600.00 Inc VAT
Two-Day Workshop
Online AF1 revision workshop with interactive sessions and replay access
Live Two-Day Online Workshop*:
Revision Workshop: 25 Aug,
9:30 am - 4:30 pm
Calculation Session 1: 28 Aug,
1:30 - 4:30 pm
Calculation Session 2: 1 Sep,
1:30 - 4:30 pm
Places are limited
Replay and session materials will be made available post-workshop
Ready for CII Exam Date: Thursday 10 September 2026
Add To CartAdd To Cart

* Please refer to our workshop cancellation policy.

Our best value study kits

Valid for examinations from 1 September 2025 to 31 August 2026. Workshop relevant to the September 2026 exam.

Silver
£84.60 Inc VAT
10% OFF
£94
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
Add To CartAdd To Cart
Gold
£116.10 Inc VAT
10% OFF
£129
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
Exercises and questions including 'fill in the blanks' and 'quick quizzes' with full answers to aid your knowledge and understanding'Trusts' Workbook +
Add To CartAdd To Cart
Platinum
£160.20 Inc VAT
10% OFF
£178
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
Exercises and questions including 'fill in the blanks' and 'quick quizzes' with full answers to aid your knowledge and understanding'Trusts' Workbook +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
Add To CartAdd To Cart
Platinum Plus
£709.20 Inc VAT
10% OFF
£788
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
Exercises and questions including 'fill in the blanks' and 'quick quizzes' with full answers to aid your knowledge and understanding'Trusts' Workbook +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
Draw on the expertise of a past CII examiner.Live Two-Day Online Workshop*:
Revision Workshop:
25 Aug,
9:30 am - 4:30 pm
Calculation Session 1:
28 Aug,
1:30 - 4:30 pm
Calculation Session 2:
1 Sep,
1:30 - 4:30 pm
Places are limited +
Add To CartAdd To Cart

 

* Please refer to our workshop cancellation policy.

 

How will the AF1 online workshop help me to pass?

AF1 candidates often lose marks because they do not fully identify what the question is asking, miss key points or include the wrong level of detail in their answers.

This workshop will help you recognise where the marks are available, structure your responses more effectively and avoid dropping marks through poor exam technique. It will also give you practical frameworks for tackling the calculation questions that make up a significant part of the paper.

The exclusive mock exam and individual feedback will help you identify the areas that still need attention, so you can use your remaining revision time more effectively before the exam.

 

  • "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 SaundersMandy SaundersVerifier
  • 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 FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "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 ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "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 TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • Your AF7 resources really helped me prepare for the exam. This is the second time I have used your resources for an AF exam and have passed both, so I am really happy.
    NicolaNicolaPrincipal, Reynolds & Co, Peterborough
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen

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