CII L6 Advanced Diploma in Financial Planning – AF1: Personal tax and trust planning
WHAT WE DO:
We provide exam-focused training courses for the CII Level 6 Advanced Diploma in Financial Planning module AF1: Personal Tax and Trust Planning. Our course is designed to help you boost your confidence and pass the AF1 exam by focussing on your exam technique and through practice papers.
WHY TAKE OUR AF1 COURSE:
• 2 x sessions designed to help you pass the AF1 exam first-time.
• Receive personal feedback on your past paper attempt and/or a bespoke mock paper designed by our trainers.
• Live Online group session on Microsoft Teams to debrief and to gain a better understanding of how to improve your exam preparation and how to avoid common errors.
WHAT DOES A SESSION INCLUDE
• Upon booking for a session, you’ll receive a Mock paper (either a past AF1 exam paper or our bespoke mock paper) to attempt.
• Upon submission of your answer script for that paper, we shall mark your script and provide you with personal feedback.
• Subsequently, there follows a Live Online group session where you’ll receive expert feedback from our tutors on common errors and suggestions for honing your exam technique.
HOW DOES IT WORK?
• Decide how many AF1 sessions you wish to attend.
• Attempt the relevant past or mock AF1 paper which we’ll send you upon enrolment.
• Submit your script by the relevant deadlines in order to receive personal feedback from your course tutor.
• Attend our 2-hour Live Online Session.
SESSION DATES:
| Exam | Tutor | Script Deadline | Discussion Session | Paper |
| AF1 | Steve Davis | 2-Feb-2025 | 10-Feb-2025 | 6-8pm | AF1 Sep 2024 |
| AF1 | Steve Davis | 2-Feb-2025 | 10-Feb-2025 | 6-8pm | Unique Mock Exam |
OUR TUTORS:
Our team includes examiners for the CII Financial Planning examinations. They provide personal feedback on your scripts, offering invaluable insights and guidance to hone your exam technique and help you to pass the AF1 exams first-time.
• Steve Davis: Chartered Financial Planner, Accredited CII Trainer and former senior CII examiner with expertise in taxation, investment and planning.
• Jason Bennett: Chartered Financial Planner and CII examiner with expertise in advanced financial planning, mortgages and pension transfers.
WHAT IS THE CII LEVEL 6 ADVANCED DIPLOMA IN FINANCIAL PLANNING: AF1 EXAM?
The CII Level 6 Advanced Diploma in Financial Planning is a prestigious qualification that enables advisers to develop specialist planning capabilities and become Chartered Financial Planners. The AF1 module focuses on personal tax and trust planning, which is a crucial component to develop in-depth financial planning skills related to personal tax and trusts.