Products
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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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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
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Podcast help to Master CISI Level 7 for CFP Certification
CoursePrepare effectively for the CISI Level 7 case study assessment with this focused course, designed to elevate your financial planning skills and set you on the path to becoming a certified CFP professional.
Free
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Mastering the CFP Case Study: Avoid Common Pitfalls
Digital downloadIn this digital download, I share essential strategies to navigate and excel in the CFP case study, ensuring you avoid the most common mistakes that could derail your success.
Free