Sian takes another big step towards Chartered status
Kellands Gloucester's Sian James passes the challenging AF1 exam, taking another important step towards Chartered Financial Planner status.
Kellands Gloucester financial planner Sian James is celebrating another impressive exam success, bringing her one step closer to achieving Chartered Financial Planner status.
At the end of last week, Sian received confirmation that she had passed the AF1 Personal Tax and Trust Planning exam, a Level 6 advanced unit awarded by the Chartered Insurance Institute (CII) and part of the Advanced Diploma in Financial Planning.
It’s an exam with a formidable reputation. Covering complex areas of personal taxation, inheritance tax and trust planning, AF1 is widely regarded as one of the toughest assessments within the CII’s advanced qualification framework.
The latest CII published figures underline just how challenging it can be. In 2025, fewer than half of those sitting the exam achieved a pass, with an overall pass rate of just 45.92%.
However, Sian clearly had other ideas! She rose to the challenge, demonstrating her technical knowledge and ability to tackle some demanding calculations. And while many candidates might find the mathematical side of the subject particularly daunting, it’s an aspect Sian actually enjoys.
This latest success follows her earlier achievement in passing the AF4 Investment Planning exam in May, marking further progress in her ongoing commitment to professional development.
With another challenging Level 6 exam now successfully behind her, Sian is getting ever closer to her goal of becoming a fully qualified Chartered Financial Planner.
Everyone at Kellands Gloucester will be delighted to see her hard work paying off.
Congratulations, Sian, on another fantastic achievement!