2020 – Training Days for Financial Planners


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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Courses & Webinars

October 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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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.

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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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