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!
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.
Courses & Webinars
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.
CFP™ Level 7 Case Study Preparation Course