Pricing
We offer a selection of courses and support for financial planning professionals studying for the Certified Financial Planner Certification in the UK.
Your Financial Planning Symphony Training and Development Scheme
The need to know information for this scheme:
Graduate and new entrant off the shelf training for small and medium-sized financial planning firms. Based on 12 trackable criteria including: Ethics coaching, exams, mentoring, financial planning training, workshops.
An architectural scheme i.e. it gives detail on all that needs to happen by way of new entrant training on skills, knowledge and behaviours.
Set out in 12 categories.
Designed to take a new entrant through to become a Certified Financial Planner in 7 years.
It provides structure, highlights the recommended training courses for both skills and knowledge development, sets out what is required by the lead planner / business owner and other staff.
This ensures that the new entrant sees themselves progressing along the categories.
It can accommodate CII, PMA and CISI exams along the way and does include specialisms such as STEP exams as well.
There are books, courses and exams all to take as the firm sees fit.

A comprehensive template, full instructions, a reading list with links, information on recommended outsourced courses, guidance for line managers on expectations, 60-minute group session for all those being added to the scheme with their line managers. The scheme template can be used for up to ten employees of your business.
No. You buy it off the shelf for a one-off cost and then have the option of receiving an update when they are released. The update would be provided at a small additional cost.
Yes, we can provide ad-hoc support and advice. That will be at an additional cost based on our hourly rate and will be agreed in writing before any work commences.
We only run CISI L7 case study financial plan courses. However, we will recommend the best in the market for your team depending on your individual needs.
Have a question about our courses?
We have gathered answers to our most frequently asked questions on our FAQ page, why not have a read through as the answer you're looking for may be there.