Training Days

Paraplanner to Planner

This day is for you if you are a paraplanner making the jump to planner. Learn the skills required to work with existing clients of the firm, building on and enhancing those relationships.

October 8, 2019 9:30 am - 4:30 pm

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Perfecting Your First Meeting

This day is for you if you want to enhance your skills in your first meeting with clients.

The course 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.

October 9, 2019 9:30 am - 4:30 pm

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November 6, 2019 9:30 am - 4:30 pm

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Specialise in Sportspeople & High Earners

Sports People and young ultra high earners often experience going from very little wealth to large quantities of wealth arriving over erratic periods of time with little preparation. In the case of sports people, they face a looming retirement date after which their earnings will cease or drop significantly. Sam Sloma APFS, Chartered Financial Planner explains the unique challenges these people face, how you need to adapt your normal financial planning process and the huge opportunities there are to add value in this space.

This day is for you if you want to provide financial planning to sports people and other high earners

October 10, 2019 9:30 am - 4:30 pm

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Specialise in Divorce

Working with clients who are separating or going though divorce requires more than just your normal Financial planning skills. Tamsin Caine, MSc., FPFS is a specialist in the field and will teach you what clients need, what they want, how to deliver it and why this is the niche that she has chosen to work in.

This day is for you if you want be a specialist in advising on divorce.

November 5, 2019 9:30 am - 4:30 pm

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Specialise in Non-verbal Communication

Expert Brian Hill will demonstrate how in just 0.25 seconds, your clients will unconsciously show you what their mind is thinking and what they’re really feeling. The training day will explore first meeting and advanced meeting skills and will demonstrate how you can be more engaging with clients in ways you probably haven’t thought of.

This day is for you if you want to enhance your client meeting skills by sharpening your ability to detect non-verbal communication skills.

November 7, 2019 9:30 am - 4:30 pm

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The Six Stages of Financial Planning

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 course will teach you everything that you need to know to become a Financial Planner and is the perfect preparation for those sitting the CFP examination.

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

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