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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 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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  • "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
  • "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
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