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- Personal Tax and Trust Planning (AF1)
Overview
- Level 6
- 150 Study Hours
- 30 CII Credits
- Written Exam only
- Advanced Diploma
Useful links & downloads
Unit updates
The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only, delivered on RevisionMate.
- Assessment entry.
Unit preferences
Edition preferences:*
Edition–the current edition is the default edition. If the next edition of the product you are purchasing is available for sale, you will have the option to choose that edition. Language preferences:*
Language-if the product you are purchasing is available in a language other than English, you can select that option here. |
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Format preferences:*
Digital - A printable PDF and ebook of the study text / key facts booklet are available on RevisionMate. Access is only available during your enrolment period. Online updates to the study text will also be made available (further details are included on the title page of the study text). Revision aids - If you are purchasing revision aids, e.g. question packs, see additional information for details of these digital formats and how they are accessed. Digital and printed - If you opt for printed study material, you will incur postage and packaging charges, which will be applied at checkout. Further information on delivery and returns is available in our FAQs section. |
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Enrolment preference:*
Enrolment types: Enrolment Only, Enrolment Plus (selected units only) and Assessment Only (selected units only) Included in Enrolment Only: study text and exam entry. Study text - developed to assist you in understanding and learning the exam syllabus, the study text breaks down the syllabus into concise sections, with each chapter containing clearly defined outcomes and a series of self-test questions. Access to RevisionMate during your enrolment period. Exam entry - exams can be booked after purchase via your MyCII dashboard. Additional information for Personal Lines units (PL1-PL4) and selected non-UK units Enrolments include a digital course as well as study text and assessment entry. The digital course is an interactive course covering the content of the unit syllabus and includes lots of additional features over the study text, such as videos, animations, infographics, illustrations and self-test questions. This is available via RevisionMate and access is only available during your enrolment period (internet connection required; course can only be accessed using a web browser and not via the RevisionMate app). Additional information for mixed assessment units Coursework assignments - the coursework assignment is submitted online via Revisionmate. For mixed assessment units, study is based on an 18- month enrolment period from the date of purchase. A combination of a single coursework assignment must be passed within the first six months and an MCQ exam passed within 18 months. It is important that you read the assessment guidelines at: http://www.ciigroup.org/coursework. Additional information for coursework only units Candidates must pass three written assignments, submitted within the 12-month enrolment period (this includes any required resubmissions). It is important that you read the assessment guidelines at: http://www.ciigroup.org/coursework. |
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Please note: If your purchase includes an examination you will be able to book it via MyCII once the purchase is complete. If you have purchased coursework you will receive information on how to access your assignments via email. If you have received a discount voucher/code you can redeem this during the checkout process