Revision: AF1 Personal Tax and Trust Planning
The Advanced Diploma exams can be tough. This session aims to help candidates feel more prepared for the exam and past attendees of such courses have said what a difference it's made.
We have arranged an interactive revision session covering the key areas of the syllabus and will be delivered by Neil Price of Companion Financial.
The session will enable you to discover more relating to:
- Income tax
- Capital gains tax
- Inheritance tax
There will also be the opportunity to explore previous exam questions and discuss techniques.
Speaker Biography
Neil has 20 years’ experience in financial services, gained during assignments with an IFA, major UK bank and an IFA Network. He is a highly qualified Chartered & Certified Financial Planner who runs a directly authorised Financial Planning practice based in Tadcaster. The firm now in its 7th year looks after 70 clients Neil is also an award winning trainer for the Certified Financial Planner and AF7/AF1/AF4/AF5 Advanced qualifications delivering training to planners wanting to achieve these prestigious qualifications through the Chartered Institute for Securities & Investment and Chartered Insurance Institute.
The cost for this session is £30 and can be paid upon booking. There is a maximum of 20 attendees. If we are oversubscribed, you will be placed on a waiting list.
Due to the current situation, this will be in webinar format using Microsoft Teams. Joining instructions will be sent prior to the event.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.