Courses & Webinars

CFP™ Level 7 Case Study Preparation Course

Accredited Training Partner CISI

Date 4-6 June 2024


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
BOOK HERE
CFP™ Level 7 Case Study Preparation Course - Video Course

Accredited Training Partner CISI

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.

BOOK HERE

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.

BOOK HERE
The Six Stages of Financial Planning

February 2024 
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.

DETAILS HERE

Perfecting Your First Meeting

Date to be confirmed

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.

Date TBC
WEBINARS:
FROM Winter 2023 ON

12pm-1pm

COMING SOON