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

Taina Austin

June 6, 2023 10:00 am - June 8, 2023 4:30 pm Zoom

We are combining our pre-recorded video course with 1h check-in on Zoom with the trainer each day 6-8 June 2023 – bringing the total time with the trainer to 3h!

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 already passed the Level 6 Advanced Financial Planning examination.

When do I need to submit my case study and when do I get my results?

This course is designed to support the May 2023 – August 2023 submission window.

Financial Plans to be submitted by the candidate to the CISI by 3 Aug 2023
Results available 27 Oct 2023

What does it cover?

The CFP™ is the most difficult assessment you will undertake.

This course will cover

  • Common mistakes which candidates make resulting in their plan failing due to a misunderstanding of the process.
  • Understanding the markers expectations with regard to framing and structuring the plan in line with Financial Planning Process Map
  • The assumptions provided to you and the principles that need to be followed to make further assumptions
  • A detailed analysis of the standards that you are required to meet
  • The example plan and what lesson you can learn for your own plan

You will work on your own case study during the course and should expect to have completed the basic frame of your submission by the end of the course. It is not expected that you will have completed the entire case study during the course.

How do I prepare for the course?

Before the course starts on 6th June you should have read, as a minimum,

  • Your case study
  • The standards that you will be assessed against
  • The sample Case Study
  • The Fellows paper on assumptions

we will provide further guidance when you book the course.

How do you get the most from the course?

Many candidates spend 2 full months preparing to submit their plan. This is not necessary or, in many cases, beneficial.

To get the most from the course we would recommend the following

  • Come prepared (make sure you know you case study thoroughly)
  • Work on your plan during the course, in breaks that we provide and in the evenings.
  • Set aside the Friday following the course (or the first available day) to work on your plan.
  • Plan exactly what follow up work is required and diarise it
  • Work towards submitting your paper by Friday 23 June 2023.

Facilitators: Steve Martin / Antony Smith – find out more

Venue: This course will be delivered remotely with pre-recorded videos and zoom check-ins.
Zoom details will be sent closer to date.

Timings: Video course which you will follow on your own time. There’s a 1h check-in on each day (about 4pm, exact timing to be confirmed) 6-8 June 2023 where you can ask questions

Cost: £650

Please email taina(a) with the 
1) Participant’s: Full Name, Email address and Company name
2) the invoicing details