Sam Sloma’s 1 page plan

One pager – template

Upcoming Training Days

CFP™ Level 7 Case Study Preparation Course – 1-3 December 2020 (Virtual course) December 1, 2020 9:30 am - December 3, 2020 4:30 pm
Paraplanner to Planner – 10th February 2021 – (Virtual course) February 10, 2021 10:30 am - 1:30 pm
Perfecting Your First Meeting: 11th February 2021 – (Virtual course) February 11, 2021 10:30 am - 1:30 pm
The Six Stages of Financial Planning: 24 Feb – 11 March 2021 (Virtual course) February 24, 2021 9:30 am - March 11, 2021 4:30 pm

Subscribe to our mailing list

* indicates required

Email Address *

First Name

Last Name

Newsletters & Information *

Yes, I would like to opt in to receiving regular newsletters and information from you, which I can unsubscribe from at any time.
No, I do not wish to receive any information from you

TESTIMONIALS

“The event is a breath of fresh air in a world of IFA smog.”

“Helping clients to live a lifestyle they desire as opposed to flogging a product has to be the way forward”

“There are great opportunities for financial planning done right and these courses and the inspiring adviser community help advisers develop the skills they need for the new advice driven world.”

SEARCH:

Can’t find what you need? Search our website using the tool below:

HELPFUL LINKS

HOME
TRAINING DAYS
ABOUT THE TRAINERS
TESTIMONIALS
CONTACT US

CONTACT US

Address: The Victoria, 29 Stamford Street, Altrincham, Cheshire, WA14 1EX
Phone: 0844 824 6990
Email: info@fptraining.academy