Products
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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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Supported Learning for CFP™ Certification: Starting August 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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Guided Fast Track for CFP™ Certification: Starting August 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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Pre-order available now!
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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Pre-order available now!
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