Financial Planning Mastery: Skills for Client Success

This course is suitable for:

  • All financial advisers using cashflow with clients

    If you are advising clients using a cashflow tool, this will challenge your approach and help you become a better planner. It also provides actionable information to ensure your business processes are up to speed.

  • All in-house and outsourced paraplanners using cashflow tools

    If you are a paraplanner who creates financial plans for clients, this will enhance your planning skills and will improve your approach in client meetings. If will also help you ensure that the businesses you work with have sufficiently clear processes in place to support your role.

  • Anyone preparing for CFP™ Certification

    If you are embarking on the CFP pathway with CISI, we recommend that you complete this course before starting the L7 case study. It will make you much better prepared for the L7 case study assessment and make your life less stressful whilst working on your submission!

What does this course cover?

    1. Before you start this course, please answer this survey

    2. Welcome to the course

      FREE PREVIEW

    3. What is financial planning?

    4. Why financial planning is so much more than cashflow planning

    5. © CEG Worldwide and CEG Insights: Are You Helping Your Clients Live Their Best Lives?

    1. Critical thinking: How it can help you

    2. Train your brain to think critically

    3. Why critical thinking is so important when creating financial plans for clients

    4. Developing your growth mindset

    5. Quiz: Testing your understanding

    1. Why your own behaviour matters in the client decision making process

    2. The types of biases both you and clients can exhibit

    3. Recognising your biases in the financial planning process and what to do about them

    4. How understanding the psychology of money can help you give better advice

    5. Communicating with colleagues - Research and different approaches

    6. Diary of a CEO podcast:The Mindset Doctor - Professor Steve Peters

    7. Assignment: Bringing awarenesses to your own behaviour (Expected time to complete = 30 mins)

    1. Structuring client meetings

    2. Client meeting preparation: Dos and don'ts

    3. During client meetings: The art of asking questions

    4. Asking great client questions

    5. Four pillars of great client questions for happier clients

    6. During client meetings: Active listening techniques

    7. Practical tips to improve your interactions with clients

    8. After client meetings: Reflecting and seeking diverse perspectives

    9. BitFamous - Penny Haslam's list of great questions

    10. Assignment: What are you going to do differently? (Expected time to complete = 30 mins)

    11. Book your 30-minute 1:2:1 session with Emotional Finance

    1. Structuring financial plans for clients

    2. Challenging your thinking: Structuring your financial planning offering

    3. Avoiding the pitfalls of the FCA's Retirement Income Review report cashflow findings

    4. The structure of financial plans

    5. Creating the text of your financial plan

    6. Quiz: Consolidating your understanding

    1. The importance of assumptions in cashflow modelling

    2. How economics impacts the assumptions you make in client cashflows

    3. How to set the assumptions for your financial plan

    4. How to set and reason your assumptions

    5. The dangers of erring on the side of caution and what to do instead

    6. Nominal and real rates of return

    7. Documenting assumptions

    8. Evaluating the assumptions and resulting cashflow outputs

    9. Quiz: The implications of assumptions

About this course

  • £750.00
  • 48 lessons
  • 2.5 hours of video content

Extra activities to help enhance your skills

  • Assignments and quizzes

    To quizzes to help reinforce your understanding and assignments to help with reflection. These are designed to support the development of your financial planning skills.

  • Supercharge your skills

    30-minute individual 1:2:1 skills session with Emotional Finance to help you further develop your relational skills with clients

  • Challenge your cashflow process and thinking

    Refine your skills in a supportive environment.

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FAQs

  • How does the course work?

    It is 100% online. You have three months access to the course. There are a mixture of materials including videos, podcasts, interviews, documents to read along with assignments and quizzes. A 30-minute 1:2:1 skills coaching session with Emotional Finance is also included with this course (booked using the link in the course platform only).

  • Is this course eligible for CPD?

    Yes. It has 8 hours of structured CPD. You will automatically receive a CPD certificate once you have completed all the lessons.