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 - Video Course
Work within your own schedule
The benefits of the video course:
- enables you to learn at your own pace
- you don’t need to take time off as you can time your studies around your other commitments
- lower cost option
You will receive the pre-course materials after signup so you can start to prepare immediately.
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 (levels 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!
CFP™ Level 7 Case Study Preparation Course
Date 4-6 March 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
The Six Stages of Financial Planning
Date TBC asap
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.