2020 – Training Days for Financial Planners

6 Stages of Financial Planning

Thursdays in April

⁦⁦Steve Martin and Damien Rylett will provide proven and implementable ideas to improve you service and sharpen your skills. This will be a weekly occurrence, so you can book a date which suits you best. The webinar is free of cost.

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Paraplanner to Planner
Virtual Course

6th May 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.

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Perfecting Your First Meeting
Virtual Course

13th May 2020

This day is for you if you want to enhance your skills in your 1st 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 / planners of all levels

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CFP Level 7 Case Study Preparation Course
Virtual Course

2nd, 3rd & 4th  June 2020

This 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.

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The Six Stages of Financial Planning

6th, 7th & 8th  October 2020

The Six Stages of Financial Planning run across three days and following the Financial Planning Standards Board (FPSB) six stage process: Establish, Collect, Analyse, Develop, Implement and Review.

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