Perfecting Your First Meeting
22 September 2021
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.
The Six Stages of Financial Planning
29 – 30 September 2021
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..
WORKING WITH BUSINESS OWNERS
Business owners present a unique challenge for the financial planner ie how do you deal with their business (and its value) in the planning process.
Steve will cover how he has done this successfully with clients. The webinar is free of cost; length 1h.
CFP™ Level 7 Case Study Preparation Course
7-9 December 2021
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!!!)
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