How to pass the CFP case study (levels 7)Unlock Your Future with Certified Financial Planning: 14 Nov 2024

Taina Austin

November 14, 2024 12:00 pm – 1:00 pm Zoom Join us for an insightful webinar exploring the value and career impact of becoming a Certified Financial Planner (CFP). In this session, you’ll gain an understanding of: Whether you’re just starting or looking to advance, this webinar will equip you with the knowledge to make a meaningful step in your financial planning …

CFP™ Level 7 Case Study Preparation Course – 3-5 December 2024

Taina Austin

December 3, 2024 10:00 am – December 5, 2024 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: 25th September 2023 – (Zoom course)

Taina Austin

September 25, 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 …

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 – 10-12 Jan 2023 (Virtual course)

Taina Austin

January 10, 2023 10:00 am – January 12, 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 …

The Six Stages of Financial Planning: 8 and 15 November 2022 (Virtual course)

Taina Austin

November 8, 2022 10:00 am – November 15, 2022 4:30 pm Virtual Course The journey from a financial adviser to a financial planner is often more challenging and time-consuming than many people believe it will be. For those who successfully complete the journey, the rewards for both them and their clients are immense. The ‘Six Stages of Financial Planning’ course will …

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

November 27, 2023 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 …