Your Financial Planning Maestro™
Comprehensive online courses for CISI level 7 case study financial plan assessment for those in the UK who want to become CERTIFIED FINANCIAL PLANNER™ professionals. With access until end Feb 2027.
Choose your course or content
There are two course options; one for CFP/CISI L7 and one for those doing cashflow planning and not yet ready for CFP. Please read the course descriptions below before booking your course.
All Courses & Free Guides
For CISI level 7 case study financial plan assessment component of CFP in the UK. Click on the course you are interested in for full details and to book.
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Supported Learning for CFP™ Certification: Starting November 2025
CourseComprehensive online training materials bringing everything you need in one course for you. Study at your own pace and in your own time. Join the online community for support. Includes FOUR 60-minute group sessions and TWO 30-minute 1:2:1s.
£800
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Financial Planning Mastery: Skills for Client Success
CourseElevate your existing financial planning skills by enhancing critical thinking and application techniques, enabling you to deliver a superior client advice experience with confidence and clarity.
£750
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Your Path to CFP Certification in the UK
Digital downloadUnlock your potential with my step-by-step road map to becoming a CFP Professional in the UK. I’ll guide you through from the level 4 exams, level 6 exam, L7 assessment, and essential paperwork!
Free
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Stress-Free Success: Passing the CISI L7 Financial Plan Case Study
Digital downloadUnlock expert tips and strategies to conquer the CISI L7 case study with ease, paving your path to becoming a CFP professional in the UK. Achieve your goals without the stress!
Free
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Podcast help to Master CISI Level 7 for CFP Certification
CoursePrepare effectively for the CISI Level 7 case study assessment with this focused course, designed to elevate your financial planning skills and set you on the path to becoming a certified CFP professional.
Free
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Mastering the CFP Case Study: Avoid Common Pitfalls
Digital downloadIn this digital download, I share essential strategies to navigate and excel in the CFP case study, ensuring you avoid the most common mistakes that could derail your success.
Free
Course reviews
Really good structure, guidance and help!
Anick Sharma
Thanks Jackie! I thought the course was structured brilliantly with easy to understand steps within the framework. It built nicely on from the previous step....
Read MoreThanks Jackie! I thought the course was structured brilliantly with easy to understand steps within the framework. It built nicely on from the previous step. Also the sounding board for logic was very much appreciated!
Read LessExcellent
Samuel Harley
I would be totally lost with how to approach the CFP without this course
I would be totally lost with how to approach the CFP without this course
Read LessSee what some of our wonderful clients have said...
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