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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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.
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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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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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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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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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Brian 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 JacksonPartner, Professional Practice Services, Worcestershire
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Brian Hemmings
Josh Butten
