The Six Stages of Financial Planning
Manchester

3rd, 4th & 5th March 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.

Paraplanner to Planner
London

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.

Perfecting Your First Meeting
London

13th May 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

CFP Level 7 Case Study Preparation Course
Manchester

2nd, 3rd & 4th  June 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.