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Personal Finance Society
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Personal tax and trust planning

AF1 (30 Advanced Diploma credits)

The objective of this unit is to develop in depth financial planning skills related to personal tax and trusts.

Membership

Members get access to a range of benefits, including quality CPD and discounts on CII exams.


Study package

Members
£298.00
Non-members
£366.00
Blended learning and exam package (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Blended learning offers supported and structured learning, combining printed materials with online learning tools that can be accessed 24 hours a day, 7 days a week, from any device.

Please note: Access is granted until 31 Aug 2018 when your enrolment expires.

The blended learning package includes a 20% discount on individual member and non-member prices, and includes the following:

  • Study text with updates
    Covering the unit syllabus in a straightforward and user-friendly format.
  • RevisionMate
    A host of online study support services including a study planner, quiz questions, specimen exam and a series of valuable hints and tips.
  • Audio revision  MP3 material covering the key elements of each subject, perfect for using while travelling.
  • Discounted revision course
    A discounted 20% on the respective revision course for the unit.
  • Exam entry
    Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase  and a study option renewal service is available if needed.
  • ebooks
    The ebook is only available with the ebook study package option and not the Printed study text option. Ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required). 

      
    Please note:
    • ebooks are not pdf files and cannot be printed.
    • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

    An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

    Additional benefits include:
    • Portability - study on the move and when using a printed study text isn't practical
    • Reduced paper use - paperless study reduces your impact on the environment
    • No postage fee - ebooks are delivered electronically through RevisionMate
    • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

           Depending on the device used, ebook features can include:
           • Annotation tools - these include the ability to add notes to pages and highlight key points
           • Easy navigation  - interactive contents page and search function help you pinpoint content
           • Quick web link access - related articles and resources can be accessed with a single click
           • In-built dictionary - definitions for unfamiliar words
           • Read-aloud - available on supporting devices, allowing increased accessibility

           Find out more
           • Free sample chapters
           • ebooks FAQs 
           

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete. 

 

 


Blended learning and exam package (applicable to exams sat 01 Sep 17 to 31 Aug 18)

Blended learning offers supported and structured learning, combining printed materials with online learning tools that can be accessed 24 hours a day, 7 days a week, from any device.

Please note: Access is granted until 31 Aug 2018 when your enrolment expires.

The blended learning package includes a 20% discount on individual member and non-member prices, and includes the following:

  • Study text with updates
    Covering the unit syllabus in a straightforward and user-friendly format.
  • RevisionMate
    A host of online study support services including a study planner, quiz questions, specimen exam and a series of valuable hints and tips.
  • Audio revision  MP3 material covering the key elements of each subject, perfect for using while travelling.
  • Discounted revision course
    A discounted 20% on the respective revision course for the unit.
  • Exam entry
    Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase  and a study option renewal service is available if needed.
  • ebooks
    The ebook is only available with the ebook study package option and not the Printed study text option. Ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required). 

      
    Please note:
    • ebooks are not pdf files and cannot be printed.
    • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

    An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

    Additional benefits include:
    • Portability - study on the move and when using a printed study text isn't practical
    • Reduced paper use - paperless study reduces your impact on the environment
    • No postage fee - ebooks are delivered electronically through RevisionMate
    • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

           Depending on the device used, ebook features can include:
           • Annotation tools - these include the ability to add notes to pages and highlight key points
           • Easy navigation  - interactive contents page and search function help you pinpoint content
           • Quick web link access - related articles and resources can be accessed with a single click
           • In-built dictionary - definitions for unfamiliar words
           • Read-aloud - available on supporting devices, allowing increased accessibility

           Find out more
           • Free sample chapters
           • ebooks FAQs 
           

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete. 

 

 

Study option – printed book

Members
£144.00
Non-members
£168.00
Printed case study workbook with updates - 2017/18 edition (applicable to Apr and Oct exams within 12 month enrolment period)

This is a self-study course. The workbook includes a series of case studies with suggested model answers, summaries of the main technical points and tips on how to approach different financial planning issues. The aim is to provide you with guidance on key areas as well as practise in answering case study questions, similar to those you will complete in the exam.

You will receive any new editions and updates which are issued during the 12 months following your purchase, ensuring that at all times you have access to the latest information.

RevisionMate - supporting study success
You will also gain access to an unrivalled suite of tailored online services to support your studies through our RevisionMate study tool. These include: a personalised study planner; online study texts and multiple-choice tests for relevant Level 4 knowledge; past exam papers with model answers; a student discussion forum and useful hints and tips to help you pass the exam.

Printed case study workbook with updates - 2017/18 edition (applicable to Apr and Oct exams within 12 month enrolment period)

This is a self-study course. The workbook includes a series of case studies with suggested model answers, summaries of the main technical points and tips on how to approach different financial planning issues. The aim is to provide you with guidance on key areas as well as practise in answering case study questions, similar to those you will complete in the exam.

You will receive any new editions and updates which are issued during the 12 months following your purchase, ensuring that at all times you have access to the latest information.

RevisionMate - supporting study success
You will also gain access to an unrivalled suite of tailored online services to support your studies through our RevisionMate study tool. These include: a personalised study planner; online study texts and multiple-choice tests for relevant Level 4 knowledge; past exam papers with model answers; a student discussion forum and useful hints and tips to help you pass the exam.

Members
£72.00
Non-members
£84.00
Update your case study workbook beyond the first year

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the book together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Update your case study workbook beyond the first year

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the book together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Study options – ebook (not refundable once downloaded)

Members
£144.00
Non-members
£168.00
Case study workbook and update – ebook - 2017/18 edition (applicable to Apr and Oct exams within 12 month enrolment period)

This is a self-study course. The ebook includes a series of case studies with suggested model answers, summaries of the main technical points and tips on how to approach different financial planning issues. The aim is to provide you with guidance on key areas as well as practise in answering case study questions, similar to those you will complete in the exam.

You will receive any new editions and updates which are issued during the 12 months following your purchase, ensuring that at all times you have access to the latest information.
  
RevisionMate
You will also gain 12 months' access to an unrivalled suite of tailored online services to support your studies through our RevisionMate study tool. These include: a personalised study planner; multiple-choice assumed knowledge checks; online study texts for relevant Level 4 knowledge; past exam papers with model answers; student discussion forum and useful hints and tips to help you pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
 
Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday(customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs and unit availability

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Case study workbook and update – ebook - 2017/18 edition (applicable to Apr and Oct exams within 12 month enrolment period)

This is a self-study course. The ebook includes a series of case studies with suggested model answers, summaries of the main technical points and tips on how to approach different financial planning issues. The aim is to provide you with guidance on key areas as well as practise in answering case study questions, similar to those you will complete in the exam.

You will receive any new editions and updates which are issued during the 12 months following your purchase, ensuring that at all times you have access to the latest information.
  
RevisionMate
You will also gain 12 months' access to an unrivalled suite of tailored online services to support your studies through our RevisionMate study tool. These include: a personalised study planner; multiple-choice assumed knowledge checks; online study texts for relevant Level 4 knowledge; past exam papers with model answers; student discussion forum and useful hints and tips to help you pass the exam.

ebooks
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
 
Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - we aim for same day delivery for orders before midday Monday to Friday(customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
• Free sample chapters
• ebooks FAQs and unit availability

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£72.00
Non-members
£84.00
Update your ebook case study workbook beyond the first year

As the workbook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the ebook text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Update your ebook case study workbook beyond the first year

As the workbook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the ebook text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Revision aids

Members
£12.00
Non-members
£13.00
Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

 

Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

 

Members
£70.00
Non-members
£76.00
MP3 audio revision (2017/18 edition applicable to the Oct 17 and Apr 18 exams within a 12-month enrolment period)

Audio material lasts between 5-8 hours, depending on the subject, and provide a useful way to gain prerequisite Diploma-level knowledge. They also include a technique module that explores the Advanced Diploma assessment method and highlights key areas featured in past exams.

Note: This audio course is valid for the October 2017 and April 2018 examination sittings only and access will not be available after 30 April 2018. Downloaded files will never expire.

Delivered online via RevisionMate, audio files are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.


MP3 audio revision (2017/18 edition applicable to the Oct 17 and Apr 18 exams within a 12-month enrolment period)

Audio material lasts between 5-8 hours, depending on the subject, and provide a useful way to gain prerequisite Diploma-level knowledge. They also include a technique module that explores the Advanced Diploma assessment method and highlights key areas featured in past exams.

Note: This audio course is valid for the October 2017 and April 2018 examination sittings only and access will not be available after 30 April 2018. Downloaded files will never expire.

Delivered online via RevisionMate, audio files are simple to download and are great for making use of time spent when travelling. Produced by Patterson Audio.

Instructions on how to download your audio material will be sent to your registered email address within 2 working days of your order being placed.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.


Members
£12.00
Non-members
£13.00
Examination guide (April 2017)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Examination guide (April 2017)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Exam entry

Members
£130.00
Non-members
£180.00
Unit AF1 exam
 

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Assessment methods include:

  • Multiple-choice exams - the assessment method for Award, Certificate, and financial services 'R0' Diploma units assessed in the UK. Exams are delivered on-screen at a network of over 40 public centres across the UK. Sittings are available year-round, often on a weekly basis.
  • Written exams - the assessment method for some Diploma and Advanced Diploma units and all units examined outside the UK. Sittings are typically available twice-yearly in April and October at over 50 public centres throughout the UK and over 100 public centres outside the UK.
  • Coursework assessment - available for a select number of Advanced Diploma in Insurance units and the financial services unit (J09) Paraplanning, coursework assessment involves the completion of three written assignments during a 12 month period.
  • Mixed assessment - Initially introduced for unit (P92) Insurance business and finance, this has been extended to units (P05) Insurance law, (P80) Underwriting practice, (P81) Insurance broking practice and (P85) Claims practice from April 2015 and and will be extended to all Diploma in Insurance units by April 2018 (unit codes begin with the letter M). This involves the successful completion of both a coursework assignment and a multiple-choice exam. This has an 18 month enrolment period.
  • Dissertation assessment - available for the Advanced Diploma unit 991 London market insurance specialisation. This involves the submission of a dissertation proposal and an 11,000 word dissertation. This has an 18 month enrolment period. This unit should only be taken by those who have access to the necessary information and people in the London Market.

Find out more

It is essential that candidates familiarise themselves with the guidelines and instructions which are shown on the CII website under the relevant units. In addition candidates should familiarise themselves with the coursework and dissertation policies as well as exam policies (before the assessment) and notes to results (after the assessment).

Advanced Diploma in Financial Planning units

Learning solutions update

These updates are Learning Solutions updates for study purposes.

Please note that for Financial Planning examinations in the 2017/18 tax year will be examined in the October 2017 and April 2018 exam sessions.

2017-18 edition

Pdf icon small AF1 2017-18 edition changes

Pdf icon small AF1_2017-18_web_update_1_18-08-2017

Pdf icon small Tax Tables 2017-2018

Pdf icon small Budget Summary Autumn 2017

Pdf icon small Budget Summary Spring 2017

Pdf icon small Update to budget summary 17-03-2017

 Other information

Pdf icon small Financial services current editions

 

 

 

 

 

Qualification update

Testing Position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • It is important that you keep yourself informed of any changes which may occur affecting the units you are studying by using material suggested in the reading lists on the syllabuses in the relevant qualification section of this website.
  • The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known but it cannot guarantee this in time for any particular exam. Candidates should refer to the CII update website www.cii.co.uk/updates for the latest information on changes to law and practice and when they will be examined.
  • Candidates will be examined on the basis of law and practice in England unless otherwise stated.
  • Candidates must keep up to date with legislative and industry changes that occur within the tax year.
  • The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes not related to the Finance Act will be examined three months after they become legally effective.

Tax year

  • The tax year 2017/2018 will be examined from 1 September 2017 until 31 August 2018.

EU Referendum

  • On 23 June 2016, the UK voted to leave the European Union (EU).
  • The UK Government invoked 'Article 50' of the Lisbon Treaty on 29 March 2017. In doing so, the two-year negotiation period which will result in Britain leaving the EU began. This means that, at the time of publication, the UK's membership of the EU will cease on 29 March 2019.
  • Until this final 'withdrawal agreement' is entered into, the UK will continue to be a full member of the EU, compliant with all current rules and regulations, and firms must continue to abide by their obligations under UK law, including those derived from the EU, and continue with the implementation of all  legislation that is still to come into effect.
  • The longer term impact of the decision to leave the EU on the UK's overall regulatory framework will depend, in part, on the relationship agreed between the UK Government and the EU to replace the UK's current membership at the end of the 'Article 50' negotiation period.
  • Please note: The UK decision to leave the European Union will have no impact on the 2017- 2018 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.

General Data Protection Regulation (GDPR) 

The General Data Protection Regulation comes into effect on 25 May 2018 and examinations will be reflective of the regulation from 25 May 2018.

MiFID II 

MiFID II comes into effect on 3 January 2018 and examinations will be reflective of the directive from 3 April 2018.

Stamp Duty

On the 22 November 2017, it was announced that first-time buyers would be relieved of Stamp Duty Land Tax for purchases up to a specified amount.  Examinations will be reflected of this change from 22 February 2018.

Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.

 

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.