This is a live four-day course (set in two blocks of two-days) to help you create your financial plan for the CISI L7 case study assessment. Then you'll be able to apply for your Certified Financial Planner Certification in the UK
How to access the live training and use the course library
Day 1: 09:30-16:00
Day 2: 09:30-16:00
Day 3: 09:30-16:00
Final day: 09:30-16:00
Optional: Book your 1:2:1 coaching session with Jackie using this link
The CISI L7 case study - what you will receive
Reading: Must do!
Get up to speed technically: Resources
Here is a run down of the additional help that you can get from us
Podcast motivation
How to set the assumptions for your financial plan
More on how to set the assumptions for your financial plan
Applying your assumptions and constructing your spreadsheets
Additional resources
Podcast to help you with your assumptions
Excel: Before you start creating your spreadsheets ensure you know how to do these things..
If you have large dividends in your case study
School fees funding
Retirement planning: Deep dive part 1
Retirement planning: Deep dive part 2
Retirement planning: Deep dive part 3
Protection: Deep dive part 1
Protection: Deep dive part 2 and sense check
Estate planning - How to structure it
Estate planning: Deep dive
Estate planning, writing up your plan, cutting down your spreadsheets and marking your financial plan - live recording
Creating the text of your financial plan
Action plan and review
Assessing your financial plan
Final checks: Paperwork to complete
Podcast 1: Financial plan assessment tips
If you need any extra help after the course
Podcast 2: More financial plan assessment tips
Common problems when writing up your plan wording and what to do about them
Final checks: Common problems and assessment standards
Have you been unsuccessful with your CISI L7 case study assessment submission?
End of course survey (<3 mins to complete)
You will be creating your own financial plan based on your CISI L7 case study. We will give you the tools and support to do that. By the end of the course you will have created the majority of your financial plan, if not all of it! Here's what you can expect....
Four days of live online sessions - split into two parts
Create a financial plan to meet the assessment standards
Get the correct structure of your financial plan
Library of reference materials to help you
Mark your own financial plan and make the necessary amendments
Be able to build your own spreadsheets to meet your case study requirements
Avoid common mistakes
Obtain 1:2:1 help and group community support
Save time and money
Maximise your chances of passing
