The Six Stages of Financial Planning

Steve Martin

November 19, 2019 9:30 am - November 21, 2019 4:30 pm London

The Six Stages of Financial Planning run across three days and following the US Financial Planning Standards Board (FPSB) six stage process: Establish, Collect, Analyse, Develop, Implement and Review.

This will also encompass:

  • How to build and deliver a financial plan
  • How to fact find effectively for a financial planning relationship
  • How to build an ongoing review process
  • How to be a Financial Life Coach
  • How to cover investment risk and link risk and investments to the financial plan.

Day 1:
Engagement
Data gathering

Day 2:
Analyse
Develop and build the plan

Day 3:
Implement
Review / forward planning.

Trainers: Steve Martin, Damien Rylett

Ticket Type Price Qty. Cart
Day 1 – 19 November 2019 £395
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Day 2 – 20 November 2019 £395
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Day 3 – 21 November 2019 £395
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All 3 Days £995
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