PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day

Session Overview:

These study sessions are limited, only 10 places available

The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.

In the AF1 exam it is your technical knowledge of tax and trusts and its focused application to practical situations that counts.

You will therefore need excellent technical knowledge, strong analytical skills, the ability to write clearly and concisely, and you must be able to perform within a tight timescale.

Julia will provide the WebEx link to those who have booked onto the study sessions nearer the date.

Learning objectives:

At the end of the session attendees will be able to understand more about:

• Objective is to provide an understanding of the main taxes tested in the AF1 exam.

• Students will then be able to build on this knowledge in January through their own self-study.

Presenter: Julia Holyoake

Julia Holyoake FCII APFS Cert Ed Chartered Insurer is a highly qualified Financial Services expert with a natural enthusiasm for the subject area.

Excellent 1st time pass rate for Diploma and Advanced Diploma exams and 30 years’ experience in the industry and in designing and delivering both technical and exam based courses.