AF1 Personal Tax and Trust Planning Revision September 2023

This event will be held via video webinar.

If you have any questions please contact Susan Stamp at secretary@sussexcii.org.uk or on 07933 998426.

This one-day revision workshop aims to improve delegates' chances of passing their AF1 exam in September 2023 by helping them understand what the examiner is looking for to achieve good marks.

It forms part of the three-module course which started in June 2023 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. Therefore this session is ideal for anyone re-sitting their AF1 exam or who was ready to take it in February 2023 but was unable to do so due to circumstances at the time.

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

Led by John Trayner, a CII Approved Trainer, the workshop will start at 9.00 am and end at 5.00 pm, 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 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.

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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 Sussex, which is acting as the host institute for this event.