Courses & Webinars

CFP™ Level 7 Case Study Preparation Course

5-7 December 2023


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

Perfecting Your First Meeting

TBC

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.