Products
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Guided Fast Track for CFP™ Certification: Starting November 2025
CourseComprehensive online training materials bringing everything you need in one course for you. Study across five days that you select yourself. Join the online community for support. Includes FOUR 60-minute group sessions and FIVE 30-minute 1:2:1s.
£1,097
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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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PAYG 30-minute 1:2:1 coaching for CISI L7 case study assessment
CoursePAYG booking is via this mini course. 1. Sign up for the school, 2. Pay, 3. Book a time that suits you. Changes can be made up to 24 hours before. Please see our T+Cs for full details. Contains extra resources to help you.
£99
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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