Courses & Webinars

Paraplanner to Planner

20th May 2021 - am

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

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Perfecting Your First Meeting

20th May 2021 - pm

This day 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.

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The Six Stages of Financial Planning

25 – 26 May 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..

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CFP™ Level 7 Case Study Preparation Course

1-3 June 2021

This course is to help prepare those who are going to sit the CFP™ level 7 case study. You will work on your own case study during the course.

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CFP™ Level 7 Case Study Preparation Course

8-10 June 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!!!)

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1to1 Coaching

With Steve Martin or Damien Rylett

The coaching program is based on rolling 6 session block, at the end of which we will review progress / success against our agreed objectives.

If you wish to continue at the end of the block, we will carry on with another set of 6 sessions.

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