CFP™ Level 7 Case Study Preparation Course – 6-8 June 2023 (Virtual course)

Taina Austin

June 6, 2023 10:00 am – June 8, 2023 4:30 pm Zoom Who is the course for? This course is to help prepare those who are going to sit the CFP™ level 7 case study. What pre-existing knowledge is required? Having a good grasp of how to use Excel and prepare financial calculations including TVM is essential. You will also have …

Perfecting Your First Meeting: 8th February 2023 – (Virtual course)

Taina Austin

February 8, 2023 10:00 am – 4:30 pm Zoom This full day course is for you if you want to enhance your skills in your first meeting with clients. It looks at how you can win more of the right kind of clients every time and is for financial advisers or financial planners of all levels. You may be new to …

CFP™ Level 7 Case Study Preparation Course – 6-8 Dec 2022 (Virtual course)

Taina Austin

December 6, 2022 10:00 am – December 8, 2022 4:30 pm Zoom Who is the course for? This course is to help prepare those who are going to sit the CFP™ level 7 case study. What pre-existing knowledge is required? Having a good grasp of how to use Excel and prepare financial calculations including TVM is essential. You will also have …

CFP™ Level 7 Case Study – Pre-Submission Call

Taina Austin

August 7, 2022 10:00 am – November 1, 2025 10:31 am Who is this for? Our pre-submission service is for candidates in two situations. Firstly, those who have failed the case study, have marker’s feedback and wish some assistance before resubmitting Secondly, those who have been on either the 3 day course or the video course and want some further …

CFP™ Level 7 Case Study Preparation Course – Video Course

Taina Austin

July 15, 2022 10:00 am – November 1, 2025 10:31 am Who is the course for? This course is to help prepare those who are going to sit the CFP™ level 7 case study. What pre-existing knowledge is required? Having a good grasp of how to use Excel and prepare financial calculations including TVM is essential. You will also have …

Perfecting Your First Meeting: 5th May 2022 – (Virtual course)

Taina Austin

May 5, 2022 10:00 am – 4:30 pm Zoom This full day course is for you if you want to enhance your skills in your first meeting with clients. It looks at how you can win more of the right kind of clients every time and is for financial advisers or financial planners of all levels. You may be new to …

CFP™ Level 7 Case Study Preparation Course – 8-10 June 2021 (Virtual course)

Taina Austin

June 8, 2021 10:00 am – June 10, 2021 4:30 pm Zoom Who is the course for? This course is to help prepare those who are going to sit the CFP™ level 7 case study. What pre-existing knowledge is required? Having a good grasp of how to use Excel and prepare financial calculations including TVM is essential. You will also have …

CFP™ Level 7 Case Study Preparation Course – 1-3 June 2021 (Virtual course)

Taina Austin

June 1, 2021 10:00 am – June 3, 2021 4:30 pm Zoom Who is the course for? This course is to help prepare those who are going to sit the CFP™ level 7 case study. What pre-existing knowledge is required? Having a good grasp of how to use Excel and prepare financial calculations including TVM is essential. You will also have …

Paraplanner to Planner – 6th May 2020 – (Virtual course)

Taina Austin

May 6, 2020 9:30 am – May 6, 2019 12:30 pm Zoom “Steve and James deliver an excellent insight into how paraplanners or junior planners go about bridging the gap into an advicer role. Would thoroughly recommend this to someone considering making the transition in the near future.” A. Moat   This day is for you if you are a Paraplanner …

Perfecting Your First Meeting: 13 May 2020 – (SOLD OUT)

Taina Austin

May 13, 2020 9:30 am – 12:30 pm Zoom This day is for you if you want to enhance your skills in your first meeting with clients. It looks at how you can win more of the right kind of clients every time and is for financial advisers or financial planners of all levels. You may be new to the profession …

CFP Level 7 Case Study Preparation Course – 2-4 June 2020 (SOLD OUT)

Taina Austin

June 2, 2020 9:30 am – June 4, 2020 4:30 pm Zoom Who is the course for? This course is to prepare candidates to sit the CFP level 7 case study. What pre-existing knowledge is required? Having a good grasp of how to use Excel and prepare financial calculations including TVM is essential. You will also have already passed the Level …

The Six Stages of Financial Planning – 3-5 March 2020 Manchester

Taina Austin

March 3, 2020 9:30 am – March 5, 2020 4:30 pm The Victoria, 29 Stamford Street, Altrincham, Manchester, Cheshire, WA14 1EX Who is the course for? This course is designed for anyone who wants to improve their ability as a Financial Planner. It is relevant for Certified Financial Planners and non Certified Financial Planners. This is, we believe, the only course …