Hot Topic – Which Study Materials to Use for CII AF Exams?
Last updated on September 25th, 2019 at 4:46 am
Having recently been involved with a discussion over what materials to use to study for AF exams, we thought it might be useful to bring it up here and open it up for discussion.
Exam |
The CII recommend studying: |
AF1 | J02 Trusts R03 Personal Taxation R05 Financial Protection AF1 Case Study Workbook |
AF2 | J03 Tax and Legal Aspects of Business AF2 Case Study Workbook |
AF3 | R04 Pensions and Retirement Planning J05 Pension Income Options AF3 Case Study workbook |
AF4 | J10 Discretionary Investment Management R02 Investment Principles and Risk AF4 Case Study Workbook |
AF5 | R01 – R06 J02 Trusts J03 Tax and Legal Aspects of Business J05 Pension Income Options |
From our own experience, AF1 and AF2 do seem to be suitably covered by the suggested study texts. We are not so sure that AF3 and AF4 are though. Some of the calculations in AF4 in particular do not appear in any detail in the J10 or R02 syllabus and the only way really to practise them is by looking beyond the suggested resources. AF5 is all about applying knowledge beyond what’s expected in R06 but with the fact find received 2 weeks prior to the exam, there’s plenty of time to get the help needed or to revise areas that might be weak.
AF exams are not easy – they go beyond what is expected from the Diploma levels exams because they are expecting you to apply the knowledge that you have learned, not just repeat it – they should all be treated with respect. Past papers and mock papers are a must to help prepare for the type of questioning and the level of detail required.
What resources have you found useful for your AF exams? Or which are you currently using to study for an AF exam?
To gain access to our AF resources go to:
http://www.brandft.co.uk/advdf/af1.asp
http://www.brandft.co.uk/advdf/af2.asp
http://www.brandft.co.uk/advdf/af3.asp
http://www.brandft.co.uk/advdf/af4.asp
http://www.brandft.co.uk/advdf/af5.asp