Courses & Webinars

CFP™ Level 7 Case Study Preparation Course

30 Aug -1 Sept 2022

You will work on your own case study during the course and should expect to have completed the basic frame of your submission by the end of the course and be working towards submission within 2 weeks (and then getting back to your normal life!!!)

BOOK HERE
Perfecting Your First Meeting

13 October 2022

This full day course is for you if you want to enhance your skills in your first meeting with clients.

It 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.

You may be new to the profession or looking for some new ideas.

BOOK HERE

CFP™ LEVEL 7 CASE STUDY
PRE-SUBMISSION CALL

1 hour call with Steve Martin

This is you chance to run though your plan, explain your thinking and get some final guidance as to whether your approach is likely to be along the right lines to meet the standards.

BOOK HERE
The Six Stages of Financial Planning

Autumn 2022

The journey from a financial adviser to a financial planner is often more challenging and time-consuming than many people believe it will be. For those who successfully complete the journey, the rewards for both them and their clients are immense. Please note, this is a two day course.

COMING SOON

WEBINARS:
FROM AUTUMN 2022 ON

12pm-1pm

COMING SOON
Paraplanner to Planner

Next dates TBC

This day is for you if you are a Paraplanner making the jump to Planner. The skills required to be a successful Financial Planner / relationship manager are completely different from those required to be a successful Paraplanner / technician

COMING SOON