AF1 Personal Tax and Trust Planning – Study Package

Our AF1 Personal Tax and Trust Planning advanced diploma online training is designed to help you revise key syllabus topics, practise applying your knowledge, and prepare for the CII AF1 exam.

This AF1 study package includes nine months’ access. Discounts and longer access periods are available when purchasing multiple modules.

Buy the AF1 Personal Tax and Trust Planning – Study Package

AF1 Exam Preparation – What’s Included

This CII AF1 online course combines targeted revision with AF1 case studies and AF1 self-marked papers so you can approach the exam with confidence.

AF1-Specific Practice Resources

• Two AF1 self-marked papers – type answers online and compare with model solutions
• AF1 Case Study 1 – 20 MCQs with explanations (trust selection, taxation, legal considerations, trust operation)
• AF1 Case Study 2 – 20 MCQs with explanations (trust types and applications)
• AF1 Case Study 3 – 20 MCQs with explanations (charitable trusts, giving, trustee duties)

Linked Diploma-Level Courses (required AF1 knowledge)

• R03 Personal Taxation – Online course (added after purchase)
• R05 Financial Protection – Online course
• J02 Trusts – Online course

Assessment Packages (300 MCQs each)

• R03 Personal Taxation – 300 MCQs
• R05 Financial Protection – 300 MCQs
• J02 Trusts – 300 MCQs

Additional Learning Support

• Learning to Learn – 5 online learning skills courses

Why Choose the Wizard Learning AF1 Study Package?

• Covers essential AF1 syllabus knowledge and case study applications
• Includes mock exam style self-assessments to check progress
• Builds on knowledge from R03, J02, and R05 – key AF1 subjects
• Helps with AF1 tax and trust revision and exam-standard practice

What our users say

“I passed AF1, the Wizard Learning package was especially useful for understanding the level of detail needed.”
Andrew Macintyre

“I achieved Chartered Status and thank you for what is an excellent service. I will continue to recommend Wizard Learning.”
Jeremy Hippolite – Chartered Financial Planner

“Thank you for helping me get my advanced diploma.”
Maureen Conroy-Lake

Further Guidance

Read our detailed AF1 Personal Tax and Trust Planning: Study Requirements and Guidance note, outlining the syllabus, resources, and exam preparation tips.

Read the AF1 guidance here

Purchase

Buy the AF1 Personal Tax and Trust Planning – Study Package

Our online learning allows you to access your training wherever you are, from any computer, at any time.