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.

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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 1 R03 part 1 review	AF1 intro document Our guide to effective study Full access to R03 study materials from weeks 1 & 2 of the programme Exercises and supporting materials Multi-choice QBs to assess understanding
Week / Module 2 R03 part 2 review	Intro to week 2 Full access to R03 study materials from weeks 3 & 4 of the programme Exercises and supporting materials Multi-choice QBs to assess understanding
Week / Module 3 Income Taxation & National Insurance	Intro to week 3 Income taxation walkthroughs including relevant feedback Income taxation exam standard questions Completed versions of the above for debrief Three new NICs exam standard questions Completed versions of the above for debrief
Week / Module 4 Capital Gains Tax & Residence/Domicile	Intro to week 4 CGT walkthroughs including relevant feedback CGT exam standard questions Completed versions of the above for debrief Residence & domicile critical information handout – framed for AF1 questioning Residence & domicile scenario Completed version of the above exercise
Week / Module 5 Inheritance Tax	Intro to week 5 IHT walkthroughs including relevant feedback IHT exam standard questions Completed versions of the above for debrief In depth walkthrough of cumulation with examples POAT & GWR handout – framed for AF1 questioning
Week / Module 6 Wills, intestacy, powers of attorney and the taxation of Collective Investment Schemes	Intro to week 6 POAs & wills exercise Completed version of the above for delegate notes EIS/SEIS/VCT exercise Completed version of the above for delegate notes Investment bond calculation walkthrough Taxation of collective investment schemes summary– including property Investment taxation scenario Completed version of the above exercise
Week / Module 7 Trusts & Bankruptcy	Intro to week 7 Trusts overview – the basics (key J02 summary) Trustees powers and responsibilities (key J02 summary) Trusts in the context of financial planning (including taxation) exercise Completed version of the above for delegate notes Bankruptcy & alternatives summary Using trusts scenario Completed version of the above exercise
Week 8 – Recommended study CII Mock examination 1 & Self-directed revision	Intro to week 8 Optional CII mock 1 (recommended)
Week 9 – Recommended study CII Mock examination 2 & Self-directed revision	Intro to week 9 Optional CII mock 2 (recommended)

AF1 Personal Tax and Trust Planning Course

Course Price: £299.00 + VAT

Access Duration: 6 months

How to Purchase

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Programme Details

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Exam guidance

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Structured, weekly learning

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Mock exam with instant feedback

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Downloadable workbooks

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6 months access

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Revisit content at any time

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Re-sit exam multiple times

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‘Ask the instructor’ messaging system

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Tracks learning progress throughout

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24-hour access to our learning platform

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