AF1 (Personal Tax) Pre-exam Training - online distance learning event

Webinar
Thursday, 04 February 2021
9:30 am – 4:30 pm (UK time)
    • John Trayner FCII FPFS, a CII approved trainer

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised training days for those members who are studying for and taking the AF1 examination.

Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.

This is a two day training event and you are advised to book for both days.

AF1 is a challenging exam and candidates need to be well prepared if they are to have a reasonable chance of passing.

This will be very much a revision day so it’s important that you come with a reasonable knowledge of the main subjects of the syllabus.

>> Day 1 - Taxation - Thursday 4th February 2021

By the end of the event delegates will be able to:

  • Calculate accurately a liability to income, capital gains, inheritance tax and National Insurance for individuals whose situation is typical of those tested in previous AF1 papers.
  • Understand the main pension input and benefit rules as applied to typical AF1 questions.
  • Explain accurately the tax treatment of the main pooled investments, both on and off-shore and apply these rules to practical situations faced by the average investor

Cost: The cost of each days training will be £95 for PFS members and £105 for non-PFS members.

>> More about our speaker

John Trayner FCII FPFS, is a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees on each day. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

AF1 Day 1 - 4th February

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.

Venue
  • Webinar

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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 www.cii.co.uk/cpd.