Winter 2019-2020 – Training Days for Financial Planners

The Six Stages of Financial Planning
London

19th, 20th & 21st November 2019

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.

Bookings Closed

The Six Stages of Financial Planning
Dublin

21st, 22nd & 23rd January 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.

Read More & Book

Paraplanner to Planner
Manchester

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.

Read More & Book

Perfecting Your First Meeting
Manchester

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.

Read More & Book

Specialise in Divorce
Manchester

6th Feb 2020

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.

Read More & Book