2021 – Training Days for Financial Planners


CFP™ Level 7 Case Study Preparation Course

1-3 June 2021

This course is to help prepare those who are going to sit the CFP™ level 7 case study. You will work on your own case study during the course.

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CFP™ Level 7 Case Study Preparation Course

8-10 June 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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