AF1 (Personal Tax & Trust Planning) - Online Training Course
AF1 (Personal Tax & Trust Planning) - online exam training
Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 6-9th September 2021
Pre-course
Read the Examiner Report for previous AF1 exam and read through pre-course handouts
Session 1, Monday 6th September 09:30 to 12:30
• IHT
• Wills and intestacy
Session 2, Tuesday 7th September 09:30 to 12:30
• Review session 1
• Taxation of trusts
• Bankruptcy
• Investments – property
Session 3, Wednesday 8th September 09:30 to 12:30
• Review of session 2
• Residence & Domicile
• Income tax
Session 4, Thursday 9th September 09:30 to 12:30
• Review of session 3
• Tax reducers
• CGT
• LPOAs
• Next step: plans to pass AF12
ABOUT THE TRAINER
Steve Davis is a CII -accredited trainer at advanced level with over 1,000 CII exam credits. Find out more about Steve and The Financial Adviser Academy via the following link: http://www.financialadviseracademy.org.uk/meet-the-team
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
7 3/4 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.