6 Stages of Financial Planning

24 June - 9 July 2020

The ‘Six Stages of Financial Planning’ course will give you the tools and practical help as you move to become a financial planner. We believe it is the only course which teaches you the ‘how’ of being a financial planner.

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.

Courses & Webinars

May to June

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.

CFP Level 7 Case Study Preparation Course

16th, 17th & 18th  June 2020

This virtual course is to help prepare those who'll sit the CFP level 7 case study. This is a 3 day course and we will make sure you understand the requirements of the standards and the expectations of the markers.