Prepare for the CII AF1 exam with:
- Support: Weekly recorded study masterclasses for flexible catch-up and guided preparation
- Classroom: Live weekly sessions plus a 2-day intensive exam revision class
- Resources: Expert-written calculation booklet
AF1
Personal Tax &
Trust Planning
The CII AF1 unit builds on your core knowledge to
develop a deeper understanding of personal taxation
and trusts in financial planning. It focuses on income tax,
capital gains tax, inheritance tax, and the use of trusts, helping
you apply tax-efficient strategies in complex client scenarios. This
unit is essential for advising clients on how to structure their finances
effectively and minimise tax liabilities.
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