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Personal tax and trust planning

AF1 (30 CII credits – Advanced Diploma level)

The objective of this unit is to develop in depth financial planning skills related to personal tax and trusts.

Download AF1 April 2019 exam guide (PDF)

Download AF1 October 2018 exam guide (PDF)

Download the 2019/20 syllabus (PDF)

Assessment 

  • 3 hour exam
  • Case study based with 3 compulsory questions
  • The pass rate for those completing the unit is currently 49%
  • 55% nominal pass mark

Recommended study hours: 150 (will vary depending on your experience and ability)

Printed and digital options

By purchasing the ‘Printed and digital’ option, you will incur an additional charge for postage and packaging:

£7 per order: UK, Channel Isles, Isle of Man, Republic of Ireland, Malta and Gibraltar.

£15 per order: All other countries.

For more information on Digital-only options, please visit: 'Digital Only' FAQ's

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Enrolment plus (applicable to Apr and Oct exams within a 12-month enrolment period)

Information Case study workbook, exam entry and audio revision

  • Non-members £397.00
  • Members £295.00

Enrolment (applicable to Apr and Oct exams within a 12-month enrolment period)

Information Case study workbook and exam entry

  • Non-members £357.00
  • Members £276.00

Book exam without Enrolment/Enrolment plus or redeem exam voucher or book re-sit

Information Unit AF1 exam

Prices displayed apply to those who wish to book an exam without an Enrolment/Enrolment Plus or wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

  • Non-members £184.00
  • Members £133.00

Revision aid – 2019–20 edition

Information Audio revision – April 2020 edition

  • Non-members £82.00
  • Members £72.00

Case study workbook renewal

Information Extend your case study workbook enrolment for a further 12 months from the end of the previous enrolment (Digital only)

  • Non-members £92.00
  • Members £72.00

Information Extend your case study workbook enrolment for a further 12 months from the end of the previous enrolment (Printed and digital)

  • Non-members £92.00
  • Members £72.00