Who is the course for?
This course is to help prepare those to sit the CFP level 7 case study.
What pre-existing knowledge is required?
Having a good grasp of how to use your chosen cashflow modelling software is essential (even if you use Excel).
What does it cover?
The course runs across three days and follows the Financial Planning Standards Board (FPSB) six stage process: Establish, Collect, Analyse, Develop, Implement and Review.
We will work with the case study and make sure you understand the requirements of the standards and the expectations of the markers.
You will work on your own case study during the course and should expect to have completed the basic frame or your submission by the end of the course. It is not expected that you will have completed the entire case study during the course.
Facilitators: Steve Martin, Damien Rylett – find out more
Venue: Due to COVID-19 this course will be delivered remotely via Zoom.
|CFP Level 7 Case Study Preparation Course||£995|