Courses
- CFP™ Level 7 Case Study preparation course – 1-3 December 2020 – Virtual Training
- Paraplanner to Planner – 10th February 2021 – Virtual Training
- Perfecting Your First Meeting – 11th February 2021 – Virtual Training
- The Six Stages of Financial Planning – 24th Feb – 11th March 2021 – Virtual Training
Webinars
- Investment management for financial planning – Thurs 12th November
- Working with Business Owners – Thurs 19th November