Course content

To maximise your chances of passing on this course, you must be confident in real/nominal returns, Excel arithmetic calculations and IF statements, calculating the component parts of an income tax calculation and already doing comprehensive financial planning where more than one client objective is covered in a financial plan

  1. 1
    • How to use this platform to get the most out of your course

    • Download the app: Link and instructions

    • Day 1: Book your 1:2:1 session with Chris using this link

    • Day 2: Book your 1:2:1 session with Chris using this link

    • Day 3: Book your 1:2:1 session with Chris using this link

    • Day 4: Book your 1:2:1 session with Chris using this link

    • Day 5: Book your 1:2:1 session with Chris using this link

    • Questions about your case study? Post it in the community chat using this link

  2. 2
    • Day 1: What to do today

    • The CISI L7 case study - what you will receive

    • Reading: Must do!

    • Get up to speed technically: Resources

    • The process: How to create a financial plan

    • How to set the assumptions for your financial plan

    • Podcast: How to set and reason your assumptions

    • More on how to set the assumptions for your financial plan

    • Applying your assumptions and constructing your spreadsheets

    • Finding historic information and learning more about assumptions

    • Podcast: The dangers of erring on the side of caution and what to do instead

    • The importance of assumptions in cashflow modelling

    • How to construct a cashflow analysis

    • School fees funding

  3. 3
    • Day 2 - What to do today

    • Excel: Before you start creating your retirement spreadsheets ensure you know how to do these things..

    • Podcast: Advice from ex-assessors - Retirement planning

    • Retirement planning: Deep dive part 1

    • Retirement planning: Deep dive part 2

    • Annuity purchase amendment and also how to change to a drawdown option instead

    • Retirement planning: Deep dive part 3 - adding NICs

    • If you have large dividends in your case study

    • Retirement planning: Deep dive part 4

  4. 4
    • Day 3 - What to do today

    • Personal risk and protection analysis

    • Additional resources

    • Protection: Deep dive - death and disability

  5. 5
    • Day 4 - What to do today

    • Estate planning - How to structure it

    • Additional resources

    • Estate planning: Deep dive

  6. 6
    • Day 5 - What to do today

    • Do this BEFORE writing up your financial plan

    • The structure of your financial plan

    • Creating the text of your financial plan

    • Estate planning - The assessment standards and creating the text

    • Action plan and review

    • Podcast: Advice from ex-assessors - Financial plan assessment tips

    • Podcast: Advice from ex-assessors - More financial plan assessment tips

    • Cutting down your spreadsheets and marking your financial plan

    • Common problems when writing up your plan wording and what to do about them

    • 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?

    • If you need any extra help after the course

  7. 7
    • End of course survey (<3 mins to complete)

Benefits to you

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....

  • Set aside your own four or five days to work on your plan

  • Obtain 1:2:1 help every day

  • 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

  • Save time and money

  • Maximise your chances of passing

Bonus material

All these extras come included this course saving you over £900!

  • Bonus material

    Five 30-minute 1:2:1 coaching sessions with Jackie worth £425

  • Bonus material

    Library of comprehensive information, templates and how-to videos and information to build your own excel spreadsheets worth over £500

Don't miss out

If you want a to gain your CFP certification by minimising the time spent on your case study, then this course is for you! Set your own five days to work on your financial plan and book one 30-minute 1:2:1 each day. With a total of five 30-minute 1:2:1s to ensure that you complete your assessment - so what are you waiting for, sign up today.