Which course is best for me?

Here is a quick overview to help you select the course that's right for you.

  • Supported Learning Course

    Comprehensive videos and instructional documents set out in a step-by-step way. Includes two 30-minute 1:2:1s and three 1-hour group calls. You will create your financial plan in your own time whilst following the course content.

  • Fast Track Course

    An intensive four-day live course with targets set each day of things that you need to complete to build your plan. With regular group check-ins during each day to keep you on track. We use a library of instructional how-to videos to help you build your spreadsheets. The aim is to have all your spreadsheets finished and for you to have started writing up your plan by the end of the course. With one post-course 1:2:1.

1:2:1 Coaching available

If you would like individual support with your CISI L7 case study assessment, please book via our website. We offer a PAYG system.

What do our course attendees say?

If I'm completely honest, I'm not sure how I would have even got started with the Level 7 assignment without Jackie's material and help. Her spreadsheet videos were invaluable to my background analysis then her suggestions on how to structure the piece were really helpful as well. E. Cook - Financial Adviser

Approved CISI Accredited Training Partner