Choose your course or book a PAYG 1:2:1

There are two course options: Supported Learning and Guided Fast Track. To maximise your chances of passing, please read the course descriptions below before booking your course. 30-minute 1:2:1s can be booked below too. They are for those who have already used up their course 1:2:1s or who have not attended a course with us.

Descriptions of the courses and coaching we offer

  • Guided Fast Track Course (£900+VAT)

    You will create all the calculations for your financial plan over FIVE DAYS that you select yourself. With a clear timetable, comprehensive how-to videos and instructional documents set out in a step-by-step way. Includes extra information and revision content to give you confidence to complete your financial plan within the timeframe set by CISI. Includes FIVE 30-minute 1:2:1s and THREE 60-minute group calls. This course is for those who want to produce a plan in a condensed timeframe.

  • Supported Learning Course (£615+VAT)

    You will create your financial plan in your own time and over EIGHT WEEKS while following the course content. With a clear timetable, comprehensive how-to videos and instructional documents set out in a step-by-step way. Includes extra information and revision content to give you confidence to complete your financial plan within the timeframe set by CISI. Includes TWO 30-minute 1:2:1s and THREE 60-minute group calls. This is our most popular course with the highest success rate.

  • Pay As You Go 1:2:1 coaching (£90+VAT)

    We operate a PAYG booking system via a mini course (below) for those who have used all their course 1:2:1s or have not completed a course with us. You can book 30-minute slots at a time that suits you. You can cancel or rearrange the meeting anytime up to 24 hours before by using the links in your booking confirmation. All our sessions are recorded on Zoom and you’ll be sent a link after the meeting so you can watch it back for up to six months. During the meeting we will ask you to screen share specific parts of your plan, spreadsheets and CISI feedback to help you establish what needs to be amended, what areas to concentrate on and the order in which to tackle it all.

  • Supportive community with all courses

    All courses come with a private supportive community. With links to help you source your assumptions and a platform for you to ask questions outside your course. Please remember that it will take you 150-200 hours to complete a financial plan suitable to pass this assessment.

Work out which course is best for you

Watch the video explanation.


Courses & Coaching

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. Please note: The price below includes VAT and a full VAT receipt will be emailed to you immediately after purchase.

Join us for our FREE launch event on Monday 2 December 2024 at 12:00

This is a free 30-minute launch event that will talk through everything you need to know before starting your case study.

Open to everyone whether you have enrolled on one of our courses or not. If you have enrolled on one of our courses, you will be sent the link (it is also in your course in chapter 1). If you are not enrolled on our course and would like to attend, please contact us for the link.
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Future course dates

  • Guided Fast Track Course for CFP™ Certification: 13 February 2025, 22 May 2025, 14 August 2025, 20 November 2025

  • Supported Learning Course for CFP™ Certification: 13 February 2025, 22 May 2025, 14 August 2025, 20 November 2025

  • PAYG 1:2:1 coaching is available all year round

Course reviews

5 star rating

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....

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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. Also the sounding board for logic was very much appreciated!

Read Less
5 star rating

Excellent

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

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