The Six Stages of Financial Planning
3rd, 4th & 5th March 2020
The Six Stages of Financial Planning run across three days and following the Financial Planning Standards Board (FPSB) six stage process:
Establish, Collect, Analyse, Develop, Implement and Review.
Paraplanner to Planner
6th May 2020
This day is for you if you are a paraplanner making the jump to planner.
This course looks at the skills required to take over existing client relationships with the objective of growing and enhancing the value provided.
Perfecting Your First Meeting
13th May 2020
This day is for you if you want to enhance your skills in your first meeting with clients. The course looks at how you can win more of the right kind of clients every time and is for financial advisers or financial planners of all levels