2021 – Training Days for Financial Planners

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!!!)

Bookings Closed

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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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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