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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 July 2020 exam guide (PDF)

Download AF1 October 2019 exam guide (PDF)

Download the 2020/21 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

*** Click here for an important notice for international deliveries ***

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

Purchase exam without Enrolment/Enrolment plus

Information Unit AF1 exam

You will be provided with an exam voucher to book your exam. You will need to log into MyCII and go to the Booking and results section to redeem this. **Purchasing this option will not provide you with access to the relevant study material or the suite of support tools available via RevisionMate.**

  • Non-members £184.00
  • Members £133.00

Revision aid

Information Audio revision – (12 month enrolment)

  • 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
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