2021 – Training Days for Financial Planners


Thursdays 11am-12

Working with business owners - 21 Oct

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Perfecting Your First Meeting

22 Sept 2021

This full day course is for you if you want to enhance your skills in your first meeting with clients.

It 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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The Six Stages of Financial Planning

29 – 30 September 2021

The journey from a financial adviser to a financial planner is often more challenging and time-consuming than many people believe it will be. For those who successfully complete the journey, the rewards for both them and their clients are immense.

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CFP™ Level 7 Case Study Preparation Course

7-9 December 2021

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 (and then getting back to your normal life!!!)

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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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Financial Life Coach Podcast

With Steve Martin & Damien Rylett

A series of conversations with the leading lights in financial services who are willing to share their knowledge.

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