Paraplanner to Planner
4th Feb 2020
This day is for you if you are a paraplanner making the jump to planner.
This course looks at the skills required to take over existing client relationships with the objective of growing and enhancing the value provided.
Perfecting Your First Meeting
5th Feb 2020
This day is for you if you want to enhance your skills in your first meeting with clients.
The course 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.
The Six Stages of Financial Planning
3rd, 4th & 5th March 2020