AF1 Revision Course

We are pleased to offer 12 places on our AF1 revision course to prepare you for AF1. Its aim is to prepare you to sit and pass the February 2024 AF1 exam. You will be provided with all the materials needed to pass the exam.

The course will be held virtually over two half days, Monday 22nd and Tuesday 23rd January 2024 at 13:30 till 16:30.

This will be held over zoom and be run by Steve Davis of the Financial Adviser academy.

This course is designed to help you through the exam, not be the beginning of your studies. It is vital that you have already read the content of AF1 before attending the session.

This is based on a first come, first serve basis as places are limited to 12. The cost is £50 per person and this is non refundable.

Learning Objectives

Income tax:

• The 6 steps of income tax
• Meat on the bones – allowances, adjustments, investment income and reliefs
• calculation practice

Calculation practice

• 5 steps – including allowances and reliefs
• calculation practice

Inheritance Tax and trusts

• The two doors
• Previous 7 years
• estate on death

Steve has been running AF revision courses for 15 years and has been a Senior Examiner at the CII, so has set and marked thousands of AF papers. He describes himself as a “gamekeeper turned poacher” and believes in making sure candidates do not drop a single mark. He also has 1,100 CII credits and says he actually enjoys the cut and thrust of exams!!

To view our image and video capture consent statement, please click here.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Ipswich, Suffolk and North Essex, which is acting as the host institute for this event.