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
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.
Webinar: Working with Business Owners
5 November 2020
Business owners present a unique challenge for the financial planner i.e. how do you deal with their business (and its value) in the planning process.
Steve and Damien will cover how they have done this successfully with clients.