CFP™ Level 7 Case Study Preparation Course
30 Aug -1 Sept 2022
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!!!)
Perfecting Your First Meeting
13 October 2022
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
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.
The Six Stages of Financial Planning
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.
FROM AUTUMN 2022 ON
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