AF1 Personal Tax and Trust Planning Revision June 2020

Wednesday, 17 June 2020 – Thursday, 18 June 2020
9:30 am – 1:00 pm
    • John Trayner

COVID-19 Update

As a result of recent government advice, the CII has announced that all exam training and professional development must be delivered remotely in line with government guidelines. This event will be via video webinar.

If you have any questions please contact Susan Stamp at

This revision workshop will be held over two consecutive mornings:

Part 1 - Wednesday 17 June 2020 9.30 am – 1.00 pm

Part 2 - Thursday 18 June 2020 9.30 am – 1.00 pm

It aims to improve delegates' chances of passing their AF1 exam by helping them understand what the examiner is looking for to achieve good marks.

It forms part of the three-day course which started in January and is open to students who did not attend the earlier sessions. However, delegates are expected to have a good understanding of the syllabus before they attend.

If you would like to join us for this event, please click on the Book Now button below.

The workshop sessions will start at 9.30 am and end at 1.00 pm on each day, providing a full six hours’ CPD. The cost is £80 for members, (non-members £100). (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Payment can be made by credit/debit card or you can request an invoice to pay offline by cheque or BACS transfer. Credit/debit card payments can only be accepted online at the time of booking and not afterwards.

Workshop Objectives
By the end of the two part revision workshop, delegates will be able to:

  • understand any remaining elements of the syllabus that were not covered in the previous two sessions
  • have identified any areas of potential weakness in their knowledge and had the opportunity to revise these
  • understand what examiners will be looking for to award high marks in candidates’ answers

Other information

Please note that this webinar will be run using Zoom technology and you may need to install relevant software onto your computer, tablet, etc in order to follow the webinar.

Full joining instructions will be sent to delegates ahead of the event.

About our speaker

John has over 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking Group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.


CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 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