Perfecting Your First Meeting
25 June 2025
In-Person course, Manchester
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.
CFP™ Level 7 Case Study Preparation Course
- Hybrid Course
Date 9-11 September 2025
This course is to help prepare those who are going to sit the CFP™ level 7 case study.
Course will cover:
- Common mistakes
- Understanding the markers' expectations
- Assumptions provided to you
- A detailed analysis of the standards etc
Hybrid course is a combination of our video course and three 1hour sessions with the trainer.
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.
WEBINAR (free of charge):
How to pass the CFP case study (level 7)
Date TBC
Unlock Your Future with Certified Financial Planning
Join us for an insightful webinar exploring the value and career impact of becoming a Certified Financial Planner (CFP).
Whether you're just starting or looking to advance, this webinar will equip you with the knowledge to make a meaningful step in your financial planning career. Don’t miss out!