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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 CII recommend 150 hours of study for this AF1 exam paper, although this can vary greatly from person to person.

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; social security benefits and their effect on tax planning; national insurance; 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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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any ‘padding’.

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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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    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "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."
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    Thornton HolmesThornton HolmesDirector, Orchid Financial Services Ltd, Peterborough
  • "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."
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  • "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."
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