Sam Sloma’s 1 page plan

One pager – template

Upcoming Training Days

The Six Stages of Financial Planning: 19-21 Nov 2019 – London November 19, 2019 9:30 am - November 21, 2019 4:30 pm
The Six Stages of Financial Planning – 21-23 January 2020 Dublin January 21, 2020 9:30 am - January 23, 2020 4:30 pm
Paraplanner to Planner – 4 Feb 2020 – Manchester February 4, 2020 9:30 am - 4:30 pm
Perfecting Your First Meeting: 5 Feb 2020 – Manchester February 5, 2020 9:30 am - 4:30 pm
Specialise in Divorce: 6 Feb 2020 – Manchester February 6, 2020 9:30 am - 4:30 pm
The Six Stages of Financial Planning – 3-5 March 2020 Manchester March 3, 2020 9:30 am - March 5, 2020 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