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

CFP™ Level 7 Case Study Preparation Course – 1-3 September 2020 (Virtual course) September 1, 2020 9:30 am - September 3, 2020 4:30 pm
Perfecting Your First Meeting: 30 September 2020 – (Virtual course) September 30, 2020 9:30 am - 12:30 pm
The Six Stages of Financial Planning: 7th Oct – 22nd Oct 2020 (Virtual course) October 7, 2020 9:30 am - October 22, 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