Autumn 2019 – Training Days for Financial Planners

Paraplanner to Planner

8th October 2019

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.

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Perfecting Your First Meeting

9th October 2019

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.

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Specialise in Sportspeople & High Earners

10th October 2019

This course is for you if you want to provide Financial Planning to sportspeople and other high earners who experience going from very little wealth to large quantities of wealth.

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Specialise in Divorce

5th November 2016

This day is for you if you want be a specialist in advising on divorce.

A course to help you understand the various stages and where and when you could become involved.

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Perfecting Your First Meeting

6th November 2016

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.

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Specialise in Non-verbal Communication

7th November 2019

Expert Brian Hill will show you how in just 0.25 seconds, your clients will unconsciously show you what they're thinking and what they’re really feeling.

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The Six Stages of Financial Planning

19th, 20th & 21st November 2019

The Six Stages of Financial Planning run across three days and following the US Financial Planning Standards Board (FPSB) six stage process: Establish, Collect, Analyse, Develop, Implement and Review.

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