Paraplanner to Planner
8th October 2019
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
9th October 2019
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.
Specialise in Sportspeople & High Earners
10th October 2019
This course is for you if you want to provide Financial Planning to sportspeople and other high earners who experience going from very little wealth to large quantities of wealth.
Specialise in Divorce
5th November 2016
This day is for you if you want be a specialist in advising on divorce.
A course to help you understand the various stages and where and when you could become involved.
Perfecting Your First Meeting
6th November 2016
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.
Specialise in Non-verbal Communication
7th November 2019
Expert Brian Hill will show you how in just 0.25 seconds, your clients will unconsciously show you what they're thinking and what they’re really feeling.
The Six Stages of Financial Planning
19th, 20th & 21st November 2019