For CISI case study release date of 21 August 2025
LIVE LAUNCH EVENT - Important info for your course: Tuesday 26 August 2025 at 12:00
Welcome from Jackie
How to use this platform to get the most out of your course
Download the app: Link and instructions
Purpose of this pre-course learning
What is Financial Planning?
What is the Certified Financial Planner™ Certification?
Podcast: CFP and the global financial planning profession
How the CISI L7 case study financial plan process works
When will I receive my case study?
NEW: Train your brain to think critically to pass this assessment
NEW: Want to listen to tips from those who have already passed?
The process: How to create a financial plan
Podcast: Your Financial Planning Maestro Experts Series - S8:E1 Preparation and approach
Reading: Must do!
Get up to speed technically: Resources
NEW: How understanding the psychology of money can help you give better advice (and pass this assessment)
The structure of your financial plan
Additional resources
How to set the assumptions for your financial plan
Additional resources
The importance of assumptions in cashflow modelling
NEW: Quiz to test your understanding of the implications of assumptions
NEW: Evaluating the assumptions and resulting cashflow outputs
Podcast: Your Financial Planning Maestro Experts Series - S8:E2 Approach to calculations
How to construct a cashflow analysis
Additional resources: excel preparation
How we are going to use excel to build our income tax calculations
Personal risk and protection analysis
Additional resources
Estate planning - How to structure it
Additional resources
Podcast: Your Financial Planning Maestro Experts Series - S8:E3 Writing up your plan and making recommendations
Action plan, review and marking your plan
Final checks: Review
Here is a run down of the additional help that you can get from us
Have you been unsuccessful with your CFP case study assessment submission?
Podcast: Your Financial Planning Maestro Experts Series - S8:E4 Approach to take if you are unsuccessful
When will I receive my case study?
Start here when you have finished the pre-course learning and received your case study from CISI
Welcome from Jackie
Book your five 30-minute 1:2:1s here
LIVE GROUP SESSION: Wedensday 03/09/2025 at 12:00 - An optional check-in to see how you are doing
LIVE GROUP SESSION: Wednesday 01/10/2025 at 12:00 - An optional check-in to see how you are doing
LIVE GROUP SESSION: Wednesday 15/10/2024 at 12:00 - An optional check-in to see how you are doing
How the CISI L7 case study financial plan process works
Purpose of this course
Must read info!
Podcast
Questions about your case study? Post it in the community chat using this link
NEW: The example case study that I'll be using throughout this course
NEW: Assumptions for our example financial plan case study
Day 1: What to do today
The process: Start creating your financial plan
Structuring your financial plan and setting up your table of contents page
How to set the assumptions for your financial plan
Assumptions in practice
Podcast: How to set and reason your assumptions
Rates of return
Applying your assumptions and constructing your spreadsheets
Podcast: The dangers of erring on the side of caution and what to do instead
Finding historic information and learning more about assumptions
Creating the text
School fees funding: Deep dive
Day 2 - What to do today
Overview: How to construct a cashflow analysis
Podcast: Advice from ex-assessors - Retirement planning
Retirement planning: Deep dive part 1 - income, pension and taxable assets
Retirement planning: Deep dive part 2a - income tax calculations
Deep dive part 2b: Expanding tax bands to include charity donations
Retirement planning: Deep dive part 3a - adding NICs
Deep dive part 3b: How to add in any savings income (if you have any)
Deep dive part 3c: How to add in dividend income (if you have any)
Retirement planning: Deep dive part 4a - building out the cashflow
Deep dive part 4b: How to show different assets in your cashflow drawdown
Creating the text and the assessment standards
Day 3 - What to do today
Personal risk analysis
Protection: Deep dive - death and ill health scenarios
The assessment standards and creating the text
Day 4 - What to do today
Estate planning - how to structure it
Estate planning: Deep dive
Day 5 - What to do today
Do this BEFORE writing up your financial plan
Podcast: Your Financial Planning Maestro Experts Series - S8:E3 Writing up your plan and making recommendations
Creating the text of your financial plan
What to do if your case study does NOT have a short-term objective
Creating the text and the assessment standards
Action plan and review
The assessment standards and creating the estate planning text
Common problems when writing up your plan wording and what to do about them
Podcast: Advice from ex-assessors - avoiding the common pitfalls
Podcast: Advice from ex-assessors - More financial plan assessment tips
Assessing your financial plan
Final checks: Common problems and assessment standards
Final checks: Paperwork to complete
Have you been unsuccessful with your CISI L7 case study assessment submission?
What happens next
End of course survey (<3 mins to complete)
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
