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 with varying emphasis given to each section.

AF1 PERSONAL TAX AND TRUST PLANNING

Price: £249.00 + VAT
Access Duration: 6 months

How to Purchase

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Overview

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 with varying emphasis given to each section.

Forms part of

The Advanced Diploma in Regulated Financial Planning

Credits 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%

Module 1

Income Tax – the rules, quirks and, most importantly, calculations

Module 2

Capital Gains Tax – again, both the rules and the calculations

Module 3

National Insurance, Residence and Domicile, Self-Assessment

Module 4

Inheritance Tax

Module 5

Wills, intestacy, powers of attorney and bankruptcy

Module 6

The taxation of investments – emphasis on more complex investments

Module 7

Trusts – the rules and taxation

Module 8

Final preparation

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.   

AF1 - Personal Tax & Trust Planning Course - £249.00 + VAT

  • 120 pages and 55,000+ words of essential learning
  • Exam guidance on your chosen programme
  • Structured, weekly learning
  • Downloadable workbooks for offline learning
  • Assignments with model answers
  • CPD accredited material
  • Freedom to revisit content at any time
  • Flexible to suit your learning needs
  • ‘Ask the instructor’ messaging system
  • Tracks learning progress throughout
  • 24-hour access to our learning platform
  • Operates on every device with intuitive U.I

Reasons to use Us

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Unlimited access 24-7

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CPD accredited

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Tutor support

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Exam guides

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Structured learning

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6000+ Exam questions

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Model answer assignments

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Timed testing

Why our Courses?

  • Our courses are CPD accredited
  • Structured weekly learning
  • Written by subject matter experts
  • We cut to the core material saving you time
  • We take you from Diploma to Chartered