Courses
- Perfecting Your First Meeting – 30 September – Virtual Training
- The Six Stages of Financial Planning – 7 October – 22 October – Virtual Training
- CFP™ Level 7 Case Study preparation course – 1-3 December 2020 – Virtual Training
Webinars
- FPTA guide to Annual Reviews / Forward planning meetings – Thurs 24 September
- Investment management for financial planning – Thurs 1 October
- Working with business owners – Thurs 8th Oct