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Chartered Insurance Institute
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Personal tax and trust planning

AF1 (30 Advanced Diploma credits)

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

Download AF1 October 2017 Exam Guide

Download AF1 April 2018 Exam Guide

Important notice about case study workbook

You can only purchase the case study workbook as part of Enrolment. Please refer to the related FAQs for more information: Changes to Enrolment FAQ's

Prepare for success with Enrolment plus

Improve your chances of exam success with Enrolment plus and receive the AF1 audio download with your enrolment.

Save while you study: Members save £54 purchasing the extra revision aid with Enrolment plus. Non-members save £48.

Not a member?

Members receive exclusive discounts on CII tuition, courses and exam entry


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

Members
£281.00
Non-members
£372.00
Includes Enrolment for AF1, case study workbook (printed, ebook + printable PDF) with updates, RevisionMate, exam guide and exam entry, PLUS audio revision

Case study workbook
This includes a printed case study workbook, ebook and a printable PDF (ebook and PDF available on RevisionMate, with access granted for 12 months after enrolment) with electronic updates. Updates are available for 12 months after enrolment (further details on updates are included on the title page of the case study workbook). 

ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.

Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.

It is strongly recommended that you:

• ensure you have sufficient paper/ink/toner before starting to print; and

• print double-sided, if supported by your printer.

RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: access is granted for 12 months after enrolment.

Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

Examination guide
This comprises a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Exam entry
Exams can be booked at the point of enrolment or at a later date.

Audio revision
Audio downloads provide an ideal way to reinforce the learning from the case study workbook. They cover the key elements of each subject and last around 4 hours, depending on the subject. Produced by Patterson Audio.

Please note: this edition is applicable to the Oct 18 and Apr 19 exam sittings and access to the audio course will not be granted after 30 Apr 2019 but downloaded files will never expire.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.


Includes Enrolment for AF1, case study workbook (printed, ebook + printable PDF) with updates, RevisionMate, exam guide and exam entry, PLUS audio revision

Case study workbook
This includes a printed case study workbook, ebook and a printable PDF (ebook and PDF available on RevisionMate, with access granted for 12 months after enrolment) with electronic updates. Updates are available for 12 months after enrolment (further details on updates are included on the title page of the case study workbook). 

ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.

Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.

It is strongly recommended that you:

• ensure you have sufficient paper/ink/toner before starting to print; and

• print double-sided, if supported by your printer.

RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: access is granted for 12 months after enrolment.

Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

Examination guide
This comprises a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Exam entry
Exams can be booked at the point of enrolment or at a later date.

Audio revision
Audio downloads provide an ideal way to reinforce the learning from the case study workbook. They cover the key elements of each subject and last around 4 hours, depending on the subject. Produced by Patterson Audio.

Please note: this edition is applicable to the Oct 18 and Apr 19 exam sittings and access to the audio course will not be granted after 30 Apr 2019 but downloaded files will never expire.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

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

Members
£265.00
Non-members
£340.00
Enrolment for AF1 includes: case study workbook (printed, ebook + printable PDF) with updates, RevisionMate, exam guide and exam entry

Case study workbook
This includes a printed case study workbook, ebook and a printable PDF (ebook and PDF available on RevisionMate, with access granted for 12 months after enrolment) with electronic updates. Updates are available for 12 months after enrolment (further details on updates are included on the title page of the case study workbook). 

ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.

Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.

It is strongly recommended that you:

• ensure you have sufficient paper/ink/toner before starting to print; and

• print double-sided, if supported by your printer.

RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: access is granted for 12 months after enrolment.

Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

Examination guide
This comprises a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Exam entry
Exams can be booked at the point of enrolment or at a later date.


Enrolment for AF1 includes: case study workbook (printed, ebook + printable PDF) with updates, RevisionMate, exam guide and exam entry

Case study workbook
This includes a printed case study workbook, ebook and a printable PDF (ebook and PDF available on RevisionMate, with access granted for 12 months after enrolment) with electronic updates. Updates are available for 12 months after enrolment (further details on updates are included on the title page of the case study workbook). 

ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.

Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.

It is strongly recommended that you:

• ensure you have sufficient paper/ink/toner before starting to print; and

• print double-sided, if supported by your printer.

RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: access is granted for 12 months after enrolment.

Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

Examination guide
This comprises a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers.

Exam entry
Exams can be booked at the point of enrolment or at a later date.

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

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.

Members
£130.00
Non-members
£180.00
Unit AF1 exam
 

Revision aid – 2018–19 edition (applicable to the Oct 18 and Apr 19 exams)

Members
£70.00
Non-members
£80.00
Audio revision

Audio downloads provide an ideal way to reinforce the learning from the case study workbook. They cover the key elements of each subject and last around 4 hours, depending on the subject. Produced by Patterson Audio.

Please note: this edition is applicable to the Oct 18 and Apr 19 exam sittings and access to the audio course will not be granted after 30 Apr 2019 but downloaded files will never expire.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note:  if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.


Audio revision

Audio downloads provide an ideal way to reinforce the learning from the case study workbook. They cover the key elements of each subject and last around 4 hours, depending on the subject. Produced by Patterson Audio.

Please note: this edition is applicable to the Oct 18 and Apr 19 exam sittings and access to the audio course will not be granted after 30 Apr 2019 but downloaded files will never expire.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note:  if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.


Case study workbook renewal

Members
£67.00
Non-members
£80.00
Extend your case study workbook enrolment for a further 12 months from the end of the previous enrolment

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the case study workbook together with electronic updates. This option is renewable on an annual basis.

Extend your case study workbook enrolment for a further 12 months from the end of the previous enrolment

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the case study workbook together with electronic updates. This option is renewable on an annual basis.

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Study and assessment methods include:

  • Multiple-choice question (MCQ) exam - Study is based on a specified enrolment period, from 01 January – 31 December. MCQ exams are available weekly at UK and select non-UK online exam centres, or twice-yearly in April and October at non-UK paper-based exam centres.
  • Written exams - Study is based on a 12 month enrolment period from the date of purchase. Written exams are held twice-yearly in April and October, with the exception of unit R06 which is tested four times-yearly, at UK and non-UK exam centres.
  • Coursework assessment - Study is based on a 12 month enrolment period from the date of purchase. Three written assignments, each typically between 2,000 - 3,000 words, need to be passed.
    Download Insurance Coursework assessment guidelines and instructions »
    Download Personal Finance Coursework assessment guidelines and instructions >>
    Download Personal Finance Coursework assignment guidelines and instructions »
  • Mixed assessment - Study is based on a 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 a MCQ exam passed within 18 months.
    Download Mixed Assessment guidelines and instructions »
  • Dissertation assessment - Study is based on a 18 month enrolment period from the date of purchase. A dissertation, typically between 10,000 - 11,000 words, on an agreed subject must be submitted.
    Download Dissertation guidelines and instructions »

It is essential that candidates familiarise themselves with the guidelines and instructions. Candidates should also familiarise themselves with the coursework and dissertation policies as well as exam policies before the assessment, and notes to results post-assessment.

Advanced Diploma in Financial Planning units

Learning solutions update

These updates are Learning Solutions updates for study purposes.

2018-19 edition

To view a list of the main areas of change in the 2018-19 edition, please click here

Chancellor's Budget/Statement and tax tables updates:

Pdf icon small Spring Statement 2018

Pdf icon small Tax Tables 2018-19

Other information

Pdf icon small Financial services current editions

 

 

 

 

 

Qualification update

Testing Position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • It is important that you keep yourself informed of any changes which may occur affecting the units you are studying by using material suggested in the reading lists on the syllabuses in the relevant qualification section of this website.
  • The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known but it cannot guarantee this in time for any particular exam. Candidates should refer to the CII update website www.cii.co.uk/updates for the latest information on changes to law and practice and when they will be examined.
  • Candidates will be examined on the basis of law and practice in England unless otherwise stated.
  • Candidates must keep up to date with legislative and industry changes that occur within the tax year.
  • The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes not related to the Finance Act will be examined three months after they become legally effective.

Tax year

  • The tax year 2017/2018 will be examined from 1 September 2017 until 31 August 2018.

EU Referendum

  • On 23 June 2016, the UK voted to leave the European Union (EU).
  • The UK Government invoked 'Article 50' of the Lisbon Treaty on 29 March 2017. In doing so, the two-year negotiation period which will result in Britain leaving the EU began. This means that, at the time of publication, the UK's membership of the EU will cease on 29 March 2019.
  • Until this final 'withdrawal agreement' is entered into, the UK will continue to be a full member of the EU, compliant with all current rules and regulations, and firms must continue to abide by their obligations under UK law, including those derived from the EU, and continue with the implementation of all  legislation that is still to come into effect.
  • The longer term impact of the decision to leave the EU on the UK's overall regulatory framework will depend, in part, on the relationship agreed between the UK Government and the EU to replace the UK's current membership at the end of the 'Article 50' negotiation period.
  • Please note: The UK decision to leave the European Union will have no impact on the 2017- 2018 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.

Data Protection

The General Data Protection Regulation (GDPR) comes into effect on 25 May 2018.  Examinations will be reflective of GDPR and the Data Protection Act 2018 from 25 May 2018.

MiFID II 

MiFID II comes into effect on 3 January 2018 and examinations will be reflective of the directive from 3 April 2018.

Stamp Duty

On the 22 November 2017, it was announced that first-time buyers would be relieved of Stamp Duty Land Tax for purchases up to a specified amount.  Examinations will be reflected of this change from 22 February 2018.

Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.

 

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.