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Personal tax and trust planning training

This section is designed to help you with your upcoming CII AF1 exams, or simply help refresh your knowledge.

Important notes:

  • The CII syllabus is examined from 1 September 2023 to 31 August 2024.
  • Candidate are examined on the basis of English law and practice in the tax year 2023/24 unless otherwise stated.

About the speaker

Sue Cox, Independent Consultant

Sue has worked in the financial services sector for the past 33 years and is regarded as an industry expert on tax, trusts and investment planning. For over 15 years she was one of the lead tutors for the CII delivering their public workshops. She is a highly respected industry figure and is involved in the CII’s course design and updating of their learning materials. She is very passionate about helping individuals achieve exam success.

Continuing Professional Development

We understand that Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. Please use our form to record any learning and development acti

Retirement and pensions training

Watch our 46 short retirement videos, totalling over five hours of learning, to improve your knowledge or prepare for upcoming CII exams (covering J05, R04, R08, AF3, AF7).

Important information

The videos are designed to give professional financial advisers technical information on personal tax and trust planning legislation as part of the CII’s 2023/24 syllabus, and should not be relied upon.

No statements or representations made in these videos are legally binding on Fidelity or the recipient and no liability is accepted in connection with this material or any matter discussed. We cannot give advice regarding tax.