Tag Archive

Below you'll find a list of all posts that have been tagged as “financial planner”

Featured podcasts: Dom Spalding & John Hunt

This month’s featured podcast is with Dom Spalding & Jonathan Hunt…

Upcoming Training Days

Paraplanner to Planner – 20th May 2021 – (Virtual course) May 20, 2021 10:00 am - 12:30 pm
Perfecting Your First Meeting: 20th May 2021 – (Virtual course) May 20, 2021 2:00 pm - 4:30 pm
The Six Stages of Financial Planning: 25 – 26 May 2021 (Virtual course) May 25, 2021 10:00 am - May 26, 2021 5:00 pm
CFP™ Level 7 Case Study Preparation Course – 1-3 June 2021 (Virtual course) June 1, 2021 10:00 am - June 3, 2021 4:30 pm
CFP™ Level 7 Case Study Preparation Course – 8-10 June 2021 (Virtual course) June 8, 2021 10:00 am - June 10, 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: 0161 706 1073
Email: info@fptraining.academy