Advanced Diploma in Financial Planning (CII L6)
AF1: Personal Tax and Trust Planning
AF1 COURSE OVERVIEW
Our CII AF1 training courses are designed to help you pass the AF1 exam and advance your career.
Our course is for CII Level 6 Advanced Diploma in Financial Planning module AF1: Personal Tax and Trust Planning.
Our CII training courses focus on sharpening your exam technique through past paper practice, helping you to boost your confidence by identifying where and how you need to improve.
Courses are delivered on Microsoft Teams
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.
COURSE PRICING
Each AF1 course is priced at £225.00 and we offer a 5% corporate discount when 5 or more courses are booked together.
WHY CHOOSE OUR AF1 COURSE
- Precision-focussed exam training, structured to help you pass your AF1 exam and advance your career.
- Marked exam papers to give you personal feedback, identify how and where you can improve and focus on your preparation.
- Live Online course on Microsoft Teams to identify common mistakes and pitfalls, clarify your questions and sharpen your exam technique.
- 2 x AF1 course dates designed to help you pass the AF1 exam first-time.
AF1 COURSE DATES
| Exam | Tutor | Script Deadline | Discussion Session | Practice Paper |
| AF1 | Mr. Steve Davis | 21 Aug 2025 | Thurs, 28th Aug 2025 | 6-8pm (GMT) | Feb 2025 (AF1) |
| AF1 | Mr. Steve Davis | 27 Aug-2025 | Wed, 3rd Sep 2025 | 6-8pm (GMT) | Unique Mock Exam |
WHAT DOES OUR AF1 COURSE INCLUDE
• After booking a course date, 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 personalised feedback.
• Subsequently, there follows a 2-hour Live Online course on Microsoft Teams where you’ll receive expert feedback and guidance from our tutors, to help you pass your exam.
YOUR CII TUTOR
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.
• Mr. Steve Davis: Chartered Financial Planner, Accredited CII Trainer and former senior CII examiner with expertise in taxation, investment and planning.
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.