AF1 Personal tax and trust planning - practice exam package
This AF1 advanced diploma online training has been designed so that you can revise key syllabus topics and get practice preparing for the written format of the CII AF1 exam on Personal tax and trust planning by taking two online papers.
AF1 CONTENTS
- One self marked online exam style paper where you mark your typed in answers against a model answer.
- One online exam style tutor marked paper where you type in your answers online and it is then marked by one of our experienced tutors (you may only take this paper once)
- 3 case studies with 20 related multiple-choice questions including explanations of answers.
Case study 1
Deals with various different trust aspects including selecting the most appropriate trust, tax, legal considerations and operation of the trust.
Case study 2
Deals with various different aspects of A & M trusts together with disabled and 18 to 25 trusts.
Case study 3
Deals with charitable trusts, charitable giving and trustees duties.
Additional information
Access is provided for 6 months and includes syllabus updates. If you purchase 3 products your receive 12 months access plus syllabus updates PLUS you qualify for a large discount.

Note
We aim to mark all assessor marked papers within 7 days. However we do request that you try to complete the assessor marked paper at least two weeks before the exam to provide you with time to review your paper and to ease the workload on our assessors.
"I passed J01 J02 and AF1. The Wizard Learning assessor marked papers were especially useful for understanding the level of detail needed in answers." Andrew Macintyre
"I have now completed my studies and achieved Chartered Status and would like to take this opportunity to thank you for what is an excellent service and I will continue to recommend you to others." Jeremy Hippolite, Chartered Financial Planner
"I would like to thank your programmes for helping me get my advanced diploma." Maureen Conroy-Lake, Millfield Partnership |
Why buy the AF1 Practice Exam Package?
Like all of our products, Wizard Learning’s Practice Exam Package has been designed with you, the customer as the primary consideration.
In our view and following extensive research, effective online learning and development programmes for financial services topics and professional exams should:
- Include innovative learning material accounting for different learning styles
- Be technically accurate
- Be easy to use
- Be helpful in identifying the learner’s strengths and weaknesses and
- Be cost effective.
Our Practice Exam Package ticks ALL these boxes:
- A choice of self-marked and assessor marked papers are included in the package. If you want some tips from a qualified industry professional, the assessor marked paper can provide useful feedback on both technique and technical know how prior to the exam. The self-marked paper gives you a chance to identify progress in your own time and at your own pace. Completing these papers online at any time, maximises flexibility for you
- All our Practice Exam Packages are prepared, checked and assessed by individuals with relevant industry qualifications. We strive to remain accurate and up to date in this fast changing environment
- The Practice Exam Package is really easy to use. Customers simply log in to the site anywhere in the world at any time and start using the services they have purchased
- Both our self marked and assessor marked papers provide you with model solutions to identify your strengths and areas for development both in terms of exam technique and technical knowledge. With the assessor marked paper, you benefit from individual feedback as well
- We feel that the cost of the Practice Exam Package represents exceptional value once you account for the variety of features and benefits that it offers and many of our customers are finding it to be an essential supplementary tool to their learning and revision
- Don’t forget that with multiple purchase of products, costs come right down – for individual as much as 30%. The discount can become even bigger for firms looking for bulk purchases.
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