Your Financial Planning Maestro: Supported Learning for CFP

Guided Fast Track for CFP™ Certification: Starting November 2025

Comprehensive 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 Free Preview

Course content access from 1 November 2025

For CISI case study release date of 27 November 2025

1. LIVE LAUNCH EVENT - Important info for your course: Monday 1 December 2025 at 13:00
2. Welcome from Jackie
3. How to use this platform to get the most out of your course
4. Download the app: Link and instructions
5. Purpose of this pre-course learning
6. What is Financial Planning?
7. What is the Certified Financial Planner™ Certification?
8. Podcast: CFP and the global financial planning profession
9. How the CISI L7 case study financial plan process works
10. When will I receive my case study?
11. NEW: Train your brain to think critically to pass this assessment
12. NEW: Want to listen to tips from those who have already passed?
1. The process: How to create a financial plan
2. Podcast: Your Financial Planning Maestro Experts Series - S8:E1 Preparation and approach
3. Reading: Must do!
4. Get up to speed technically: Resources
5. NEW: How understanding the psychology of money can help you give better advice (and pass this assessment)
1. The structure of your financial plan
2. Additional resources
1. How to set the assumptions for your financial plan
2. Additional resources
3. The importance of assumptions in cashflow modelling
4. NEW: Quiz to test your understanding of the implications of assumptions
5. NEW: Evaluating the assumptions and resulting cashflow outputs
1. Podcast: Your Financial Planning Maestro Experts Series - S8:E2 Approach to calculations
2. How to construct a cashflow analysis
3. Additional resources: excel preparation
4. How we are going to use excel to build our income tax calculations
1. Personal risk and protection analysis
2. Additional resources
1. Estate planning - How to structure it
2. Additional resources
1. Podcast: Your Financial Planning Maestro Experts Series - S8:E3 Writing up your plan and making recommendations
2. Action plan, review and marking your plan
3. Final checks: Review
1. Here is a run down of the additional help that you can get from us
1. Have you been unsuccessful with your CFP case study assessment submission?
2. Podcast: Your Financial Planning Maestro Experts Series - S8:E4 Approach to take if you are unsuccessful
1. When will I receive my case study?
2. Start here when you have finished the pre-course learning and received your case study from CISI
1. Welcome from Jackie
2. Book your five 30-minute 1:2:1s here
3. LIVE GROUP SESSION: Tuesday 09/12/2025 at 13:00 - An optional check-in to see how you are doing
4. LIVE GROUP SESSION: Tuesday 16/12/2025 at 13:00 - An optional check-in to see how you are doing
5. LIVE GROUP SESSION: Tuesday 13/01/2026 at 13:00 - An optional check-in to see how you are doing
6. How the CISI L7 case study financial plan process works
7. Purpose of this course
8. Must read info!
9. Podcast
10. Questions about your case study? Post it in the community chat using this link
1. NEW: The example case study that I'll be using throughout this course
2. NEW: Assumptions for our example financial plan case study
1. Day 1: What to do today
1. The process: Start creating your financial plan
2. Structuring your financial plan and setting up your table of contents page
1. How to set the assumptions for your financial plan
2. Assumptions in practice
3. Podcast: How to set and reason your assumptions
4. Rates of return
5. Applying your assumptions and constructing your spreadsheets
6. Podcast: The dangers of erring on the side of caution and what to do instead
7. Finding historic information and learning more about assumptions
8. Creating the text
1. School fees funding: Deep dive
1. Day 2 - What to do today
1. Overview: How to construct a cashflow analysis
2. Podcast: Advice from ex-assessors - Retirement planning
3. Retirement planning: Deep dive part 1 - income, pension and taxable assets
4. Retirement planning: Deep dive part 2a - income tax calculations
5. Deep dive part 2b: Expanding tax bands to include charity donations
6. Retirement planning: Deep dive part 3a - adding NICs
7. Deep dive part 3b: How to add in any savings income (if you have any)
8. Deep dive part 3c: How to add in dividend income (if you have any)
9. Retirement planning: Deep dive part 4a - building out the cashflow
10. Deep dive part 4b: How to show different assets in your cashflow drawdown
11. Creating the text and the assessment standards
1. Day 3 - What to do today
1. Personal risk analysis
2. Protection: Deep dive - death and ill health scenarios
3. The assessment standards and creating the text
1. Day 4 - What to do today
1. Estate planning - how to structure it
2. Estate planning: Deep dive
1. Day 5 - What to do today
1. Do this BEFORE writing up your financial plan
2. Podcast: Your Financial Planning Maestro Experts Series - S8:E3 Writing up your plan and making recommendations
3. Creating the text of your financial plan
4. What to do if your case study does NOT have a short-term objective
5. Creating the text and the assessment standards
6. Action plan and review
7. The assessment standards and creating the estate planning text
8. Common problems when writing up your plan wording and what to do about them
9. Podcast: Advice from ex-assessors - avoiding the common pitfalls
10. Podcast: Advice from ex-assessors - More financial plan assessment tips
1. Assessing your financial plan
2. Final checks: Common problems and assessment standards
3. Final checks: Paperwork to complete
1. Have you been unsuccessful with your CISI L7 case study assessment submission?
1. What happens next
1. End of course survey (<3 mins to complete)

About this course

£1,097.00
103 lessons
9 hours of video content

Benefits to you

We have lots planned for your course and will concentrate on these outcomes. We want you to be confident in dealing with your own case study and will give you numerous tools to help you. By the end of the course you will know how to.......

Specifically for those who can set aside five fulls days to work on their plan
Create your spreadsheets in five days
Contains all the content and support to create your financial plan
Avoid common mistakes
Mark your own financial plan and make the necessary amendments
Five 1:2:1s, 4 hours of group check-ins and and group community support
Online community chat to ask questions as they arise
Maximise your chances of passing

Bonus material

All these extras come free with this course saving you £1,085!

Bonus material

Five 30-minute 1:2:1 coaching sessions with Jackie worth £594
Bonus material

One 30-minute launch event plus three one-hour group coaching calls to check on your progress worth £575
Bonus material

Comprehensive how-to videos and information to build your own excel spreadsheets

Don't miss out

Please allow up to 24 hours between paying and gaining access to the course. You will be sent a course welcome email.

Purchase your course now

Guided Fast Track for CFP™ Certification: Starting November 2025

Course content access from 1 November 2025

Introductory learning materials

Chapter 1 (prior to receiving your case study): Welcome and what to expect

Chapter 2 (prior to receiving your case study): Getting started

Chapter 3 (prior to receiving your case study): Structuring your financial plan

Chapter 4 (prior to receiving your case study): Financial Planning Assumptions

Chapter 5 (prior to receiving your case study): Building a cashflow

Chapter 6 (prior to receiving your case study): Personal risk and protection analysis

Chapter 7 (prior to receiving your case study): Estate planning

Chapter 8 (pre-course): Action plan, review and making your plan suitable for submission

Chapter 9 (prior to receiving your case study): Need more help?

Chapter 10 (prior to receiving your case study): What can you do if you are unsuccessful with your financial plan submission?

Start the main course when you receive your case study

Chapter 11 (main course): Welcome and booking out your five days

Chapter 12 (main course): My case study

Day one - Take one full day to work on the following:

Chapter 13 (main course): Structuring your financial plan

Chapter 14 (main course): Assumptions - What you need to know and do

Chapter 15 (main course): Short term objectives calculations

Day two - Take one full day to work on the following:

Chapter 15 (main course): Retirement planning and School fees calculations

Day three: What you need to do today

Chapter 16 (main course): Personal Risk and Protection calculations

Day four - Take one full day to work on the following:

Chapter 17 (main course): Estate Planning calculations

Day five - Take one full day to work on the following:

Chapter 18 (main course): Writing the wording for your financial plan

Chapter 19 (main course): Final things to do before submitting your financial plan

Chapter 20 (main course): What to do if you are unsuccessful with your submission

Chapter 21 (main course): What happens when I pass?

Chapter 22: Please tell us what you thought of this course (<5 mins)

About this course

Benefits to you

Bonus material

Bonus material

Bonus material

Bonus material

Don't miss out