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.

Descriptions of the courses we offer

If you aren't sure if you're ready for CFP yet, we recommend doing the Financial Planning Mastery course first. It will make CFP a lot easier to achieve!

  • Financial Planning Mastery Course

    This course is NOT for those who have bought their CFP CISI L7 case study. It is aimed at those who are at an earlier stage but are doing cashflow planning. Enhance your interpersonal, critical thinking and analytical skills and meet the FCA Retirement Income Review findings in the process! Learn how to set clear assumptions and structure a comprehensive financial plan for clients. Three months access.

  • Self Guided Course for CFP/CISI L7 case study

    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. With 12 months access and ability to add on 121 support.

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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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!

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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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