AF1 Personal Tax & Trust Planning
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.
Course 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% |
Please note that whilst 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.
Click on the tab below to reveal the full course content and topics we cover
Week & Topic
Week / Module 1R03 part 1 review |
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Week / Module 2R03 part 2 review |
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Week / Module 3Income Taxation & National Insurance |
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Week / Module 4Capital Gains Tax & Residence/Domicile |
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Week / Module 5Inheritance Tax |
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Week / Module 6Wills, intestacy, powers of attorney and the taxation of Collective Investment Schemes |
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Week / Module 7Trusts & Bankruptcy |
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Week 8 – Recommended studyCII Mock examination 1 & Self-directed revision |
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Week 9 – Recommended studyCII Mock examination 2 & Self-directed revision |
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Course Price: £299.00 + VAT
Access Duration: 6 months
How to Purchase
Order online via our secure platform. Pay via Credit/Debit card and receive instant access to your course! We accept the following cards: