AF Study Workbooks

 

We have produced a number of study workbooks to assist in the revision process for the AF Exams. You will notice there is not one for AF5. This is deliberate, as we feel this is not necessary. Our client fact-find analysis (detailed on the AF5 page) should in itself be of assistance with exam preparation.

Our workbooks include aspects of the syllabus from level 4 Diploma exams, which need to be applied to the case studies style questions on which the AF exams are based. We have also included 'mock' case studies, which you should not attempt until you have completed the revision text contained within the workbook.

All material is available for download at a cost of £85.00 for AF workbooks, and £60.00 for RO workbooks.

AF1 - Taxation & Trusts (2017/18 tax year)

Study notes covering aspects of personal taxation (Income Tax, national Insurance, CGT and IHT), the establishment of trusts, the UK tax system, the taxation of trusts, Power of Attorney and Bankruptcy.

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AF3 - Pension Planning (2017/18 tax year)

Study notes including all you need to know about defined contribution and defined benefits schemes, the legal framework of pensions, HMRC tax regime for pensions, state retirement benefits, early leaver options, drawing pension benefits and pension solutions for corporate customers.

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RO2 - Investment Principles & Risk (2017/18 tax year)

160+ pages of study notes, including a multi choice test at the end of each chapter. Also 'try this one' calculation questions throughout, to help your understanding. Written and designed exclusively to help you pass RO2 exam.

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AF2 - Business Financial Planning (2017/18 tax year)

Legal forms of business, consequences of bankruptcy, business accounts & taxation, employer responsibilities, business protection and pension issues for businesses are covered within this study text.

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AF4 - Investment Planning (2017/18 tax year)

Study notes on portfolio construction, investment risk of investment types, company performance, investment performance, the economic environment and the impact on investment performance plus useful calculation formula needed for the exam.

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RO4 - Pensions & Retirement Planning (2017/18 tax year)

Retirement planning study notes, including a multi choice test at the end of each chapter. Also 'try this one' calculation questions throughout. Written and designed exclusively to help you pass RO4 exam.

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RO3 - Personal Taxation (2017/18 tax year)

Personal Taxation study notes, including a multi choice test at the end of each chapter. Also 'try this one' calculation questions throughout. Written and designed exclusively to help you pass RO3 exam.

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