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.
Our learning resources
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Mock Exam Papers
3 full sets of 3 multi-part questions and answers including cross references to the relevant CII study text. All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.
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Calculation Workbook
Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.
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Revision Notes
Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.
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Workbook
Looking at key points, this takes you through the legal aspects and taxation of Trusts, as well as looking at life assurance and trusts, this workbook helps aid knowledge retention and understanding with a variety of short exercises.
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MP3 Audio Masterclasses
Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.
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