Courses
- The Six Stages of Financial Planning – 20 May-11 June – SOLD OUT
- CFP Level 7 Case Study Preparation Course – 2-4 June 2020 – SOLD OUT
- CFP Level 7 Case Study Preparation Course – 16-18 June 2020 – Virtual Training
- Perfecting Your First Meeting – 23 June 2020 – Virtual Training
- The Six Stages of Financial Planning – 24 June-9 July – Virtual Training
Webinars
- Webinar: Perspective, ideas & tips – 28 May
- Webinar: Review Meetings – 11 June