Pricing
We offer a selection of courses and support for financial planning professionals studying for the Certified Financial Planner Certification in the UK.
Supported Learning Course forCFP™ Certification |
Guided Fast-Track Course forCFP™ Certification |
PAYG 1:2:1 forCFP™ Certification |
Financial Planning Mastery:Skills for Client Success |
|
|---|---|---|---|---|
| Suitable for: | Suitable for those who have met the CISI elgibility criteria and are about to obtain their CISI L7 case study. | Suitable for those who have met the CISI elgibility criteria and are about to obtain their CISI L7 case study. | Suitable for those who have failed their first or second CISI L7 case study submission. | Suitable for paraplanners and planners wanting to enhance their skills to create highly effective financial plans for clients. |
| Cost: | £800.00 | £1097.00 | £99.00 | £750.00 |
| Access: | Courses every quarter | Courses every quarter | Immediate | Immediate |
| Full library of content and instructions | ||||
| 8-week timetable to keep you on track | Tools and assignments to improve your critical thinking skills | |||
| Five day timetable to complete your spreadsheets | Psychology of money decisions in clients and your own behaviour | |||
| TWO 30-minute individual 1:2:1 sessions | Questioning skills before, during and after meetings | |||
| FIVE 30-minute individual 1:2:1 sessions | Great questions to ask clients - based on global research | |||
| ONE 30-minute individual 1:2:1 sessions | Best practice approach to all the elements of cashflow | |||
| Four 60-minute group check-in sessions | Monthly live group sessions to practice your skills and discuss assigments | |||
| How-to guides to build your spreadsheets + troubleshooting | ||||
| 14 months course access | ||||
| 3 months access | ||||
| How to write up and mark your plan | ||||
| Recommended hours = 5 X 8-hour days + 80 hours post course | ||||
| Recommended hours = 20 per week | ||||
| 15 hours structured CPD certificate | ||||
| Recommended hours = 8 8 hours structured CPD - certificate provided |
||||
| Find Next Course | Find Next Course | Book A Course | Book A Course |
|
Supported Learning Course for CFP™ Certification |
Guided Fast-Track Course for CFP™ Certification |
PAYG 1:2:1 for CFP™ Certification |
Financial Planning Mastery: Skills for Client Success |
|
|---|---|---|---|---|
| Suitable for: | Suitable for those who have met the CISI elgibility criteria and are about to obtain their CISI L7 case study. | Suitable for those who have met the CISI elgibility criteria and are about to obtain their CISI L7 case study. | Suitable for those who have failed their first or second CISI L7 case study submission. | Suitable for paraplanners and planners wanting to enhance their skills to create highly effective financial plans for clients. |
| Cost: | £800.00 | £1097.00 | £99.00 | £750.00 |
| Access: | Courses every quarter | Courses every quarter | Immediate | Immediate |
| Full library of content and instructions | ||||
| 8-week timetable to keep you on track | Tools and assignments to improve your critical thinking skills | |||
| Five day timetable to complete your spreadsheets | Psychology of money decisions in clients and your own behaviour | |||
| TWO 30-minute individual 1:2:1 sessions | Questioning skills before, during and after meetings | |||
| FIVE 30-minute individual 1:2:1 sessions | Great questions to ask clients - based on global research | |||
| ONE 30-minute individual 1:2:1 sessions | Best practice approach to all the elements of cashflow | |||
| Four 60-minute group check-in sessions | Monthly live group sessions to practice your skills and discuss assigments | |||
| How-to guides to build your spreadsheets + troubleshooting | ||||
| 14 months course access | ||||
| 3 months access | ||||
| How to write up and mark your plan | ||||
| Recommended hours = 5 X 8-hour days + 80 hours post course | ||||
| Recommended hours = 20 per week | ||||
| 15 hours structured CPD certificate | ||||
| Recommended hours = 8 8 hours structured CPD - certificate provided |
||||
| Find Next Course | Find Next Course | Book A Course | Book A Course |
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.
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