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Brand Financial Training > CII AF1 Personal Tax and Trust Planning

CII AF1 Exam: Personal Tax and Trust Planning

The CII’s AF1 exam forms part of the Advanced Diploma in Financial Planning. It is a 3-hour question paper taking a case study approach. It consists of 3 compulsory questions, with a nominal pass mark of 55%.

The AF1 exam syllabus covers the basic structure of the tax system and self-assessment; taxes charged to individuals on income and capital gains, how this works with self-assessment and how tax liabilities are calculated; taxation of investments; residence and domicile and how this affects an individual’s liability to tax in the UK; legal principles; trusts including duties and powers of trustees; wills and intestacy; bankruptcy; trusts and taxation.

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AF1 Study Kits
CII AF1 study kits learning resources
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You’re looking for more variety in your AF1 study materials and wish to save money.  Make use of our AF1 study kits, reducing the cost of your CII exam study with an automatic discount of 10% on our standalone prices. Choose from our AF1 study kits with only two or three resources, or get the largest saving by purchasing them all.

AF1 PDF Mock Exam Papers
CII AF1 PDF download mock exam papers questions and answers
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You want essential AF1 mock exam questions practice but you like to print out and sit mock papers with pen and paper. You will receive 3 full sets of 3 multi-part questions and answers in PDF format for you to print yourself, plus cross-references to the relevant CII study text.


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AF1 PDF Calculation Workbook
CII AF1 PDF download calculation workbook formula formulae
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You need help with the calculations aspect of your CII AF1 exam. This AF1 calculation workbook helps you decipher and extract the necessary information from a calculation question and provides calculation questions with full step-by-step answers, detailed explanations, and cross-references to the relevant CII study text.


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AF1 PDF Revision Notes
CII AF1 PDF download revision notes
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You are further along with your CII AF1 exam studies and are now ready to focus on a streamlined version of the AF1 exam content, combined with self-test questions to meet the requirements of the CII AF1 learning outcomes and exam syllabus.


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AF1 PDF Trusts Workbook
CII AF1 PDF download trusts workbook
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You want to master the trusts part of the AF1 exam syllabus, including their set-up and administration, taxation, and how they relate to financial planning. This workbook aids knowledge retention and understanding of the CII AF1 material with a variety of short exercises.


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  • "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing).  I have recommended you to all who wish to sit the exams in the future."
    Brian HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
  • "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 JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire
  • "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
  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
    Josh ButtenJosh ButtenMDG MK, Milton Keynes
  • “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”
    Philip DoddPhilip DoddChester
  • "I've used your resources for 3 exams so far and have always passed first time.  I find these questions help to highlight those areas in which I am weak and which may need further study.  I also find that questions in the exam are phrased in a way that I would not normally use, and that reading mock questions helps me to be aware of and alert to these.  Your mock papers were invaluable in helping me to prepare for my exams."
    John BisattJohn BisattAdviser, Palmer Lane, Cardiff

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