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 six months’ access.
If you purchase multiple training modules, discounts and longer access periods are available.
👉 View pricing and purchase on the Buy Accounts page

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 AF1 exam with confidence.

AF1-Specific Practice Resources

• Two AF1 self-marked papers – Type answers online and mark them yourself against model answers

• AF1 Case Study 1 – 20 multiple-choice questions with explanations; covers trust selection, taxation, legal considerations, and trust operation

• AF1 Case Study 2 – 20 multiple-choice questions with explanations; covers various trust types and their applications

• AF1 Case Study 3 – 20 multiple-choice questions with explanations; covers charitable trusts, charitable giving, and trustee duties

Linked Diploma-Level Courses (Required AF1 knowledge)

• R03 Personal Taxation – Online course (added shortly after purchase)

• R05 Financial Protection – Online course

• J02 Trusts – Online course

Assessment Packages (300 MCQs each)

• R03 Personal Taxation – 300 multiple-choice questions

• R05 Financial Protection – 300 multiple-choice questions

• J02 Trusts – 300 multiple-choice questions

Additional Learning Support

• Learning to Learn – 5 online learning skills courses

Why Choose the Wizard Learning AF1 Personal Tax and Trust Planning: Study Package?

• Covers essential AF1 syllabus knowledge and supports application to complex case studies

• Includes AF1 mock exam style self-assessments to check progress and highlight gaps

• Builds on knowledge from R03, J02, and R05 — key subjects needed for the AF1 exam

• Helps you with AF1 tax and trust revision and exam-standard practice

Student Feedback

"I passed AF1, the Wizard Learning package was especially useful for understanding the level of detail needed." – 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

Further Guidance

We’ve created a detailed AF1 Personal Tax and Trust Planning: Study Requirements and Guidance note, outlining the syllabus, recommended resources, and exam preparation tips.
👉 Read the guidance here

Start preparing for success today:
👉 Buy the AF1 Personal Tax and Trust Planning: Study Package