2020 – Training Days for Financial Planners

6 Stages of Financial Planning

7 Oct - 22 Oct 2020

The ‘Six Stages of Financial Planning’ course will give you the tools and practical help as you move to become a financial planner. We believe it is the only course which teaches you the ‘how’ of being a financial planner.

Early Bird offer available!

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1to1 Coaching

With Steve Martin or Damien Rylett

The coaching program is based on rolling 6 session block, at the end of which we will review progress / success against our agreed objectives.

If you wish to continue at the end of the block, we will carry on with another set of 6 sessions.

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Courses & Webinars

September onwards

We have courses and webinars for financial planners of all levels as well as for paraplanners wanting to move up to planners. Current courses are being run as virtual training. Webinars are 1h long and free of charge.

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CFP™ Level 7 Case Study Preparation Course

1-3 December 2020

The CFP™ is the most difficult assessment you will undertake. You will work on your own case study during the course and should expect to have completed the basic frame of your submission by the end of the course and be working towards submission within 2 weeks

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