AF1 Personal Tax and Trust Planning

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Course Overview

The AF1 exam (Personal Tax and Trust planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner. The exam is based on 7 study modules (plus 2 optional modules) with varying emphasis given to each section.

Please note this is a 9 week course and we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.

Programme details:

Exam technique and guidance on how to pass
Study guides covering the full syllabus and replaces the CII text
Condensed and targets what you need to know
Video tutorials to explain and bring your study to life
Assignments and practice to transfer your knowledge to the exam
Access to content 24/7
CPD accredited
Ask the instructor messaging system
Tracks learning progress throughout
6 months access

Exam Overview

Forms part of	The Advanced Diploma in Regulated Financial Planning
Credit awarded	30
Exam Length	3 hours
Exam Type	Written
Exam Content	Case study based exam. 160 marks spread over 3 compulsory questions.
Pass Mark	In the region of 55%

Learning Outcomes

Week/Module 1	AF1 intro document Our guide to effective study Full access to R03 study materials from weeks 1 & 2 of the programme Exercises and supporting materials Multi-choice QBs to assess understanding
Week/Module 2	Intro to week 2 Full access to R03 study materials from weeks 3 & 4 of the programme Exercises and supporting materials Multi-choice QBs to assess understanding
Week/Module 3	Intro to week 3 Income taxation walkthroughs including relevant feedback Income taxation exam standard questions Completed versions of the above for debrief Three new NICs exam standard questions Completed versions of the above for debrief
Week/Module 4	Intro to week 4 CGT walkthroughs including relevant feedback CGT exam standard questions Completed versions of the above for debrief Residence & domicile critical information handout – framed for AF1 questioning Residence & domicile scenario Completed version of the above exercise
Week/Module 5	Intro to week 5 IHT walkthroughs including relevant feedback IHT exam standard questions Completed versions of the above for debrief In depth walkthrough of cumulation with examples POAT & GWR handout – framed for AF1 questioning
Week/Module 6	Intro to week 6 POAs & wills exercise Completed version of the above for delegate notes EIS/SEIS/VCT exercise Completed version of the above for delegate notes Investment bond calculation walkthrough Taxation of collective investment schemes summary– including property Investment taxation scenario Completed version of the above exercise
Week/Module 7	Intro to week 7 Trusts overview – the basics (key J02 summary) Trustees powers and responsibilities (key J02 summary) Trusts in the context of financial planning (including taxation) exercise Completed version of the above for delegate notes Bankruptcy & alternatives summary Using trusts scenario Completed version of the above exercise
Week/Module 8 CII Mock examination 1 & Self-directed revision	Intro to week 8 Optional CII mock 1 (recommended)
Week/Module 9 CII Mock examination 1 & Self-directed revision	Intro to week 9 Optional CII mock 2 (recommended)

Course Price: £299 + VAT

Access Duration: 6 months

How to Purchase

Important update – We were acquired by Redmill Advance in April 2023. This means we can offer you more courses, with more support, and a more secure infrastructure. As part of our offer some of our products will direct you to the Redmill Advance website to complete your purchase.

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