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 – 6th May 2020 – (Virtual course) May 6, 2020 9:30 am - May 6, 2019 12:30 pm
Perfecting Your First Meeting: 13 May 2020 – (Virtual course) May 13, 2020 9:30 am - 12:30 pm
CFP Level 7 Case Study Preparation Course – 2-4 June 2020 (Virtual course) June 2, 2020 9:30 am - June 4, 2020 4:30 pm
The Six Stages of Financial Planning – 6-8 October 2020 October 6, 2020 9:30 am - October 8, 2020 4:30 pm

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