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
How to use this platform to get the most out of your course
FREE PREVIEWDownload 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
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
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
Day 3 - What to do today
Personal risk and protection analysis
Additional resources
Protection: Deep dive - death and disability
Day 4 - What to do today
Estate planning - How to structure it
Additional resources
Estate planning: Deep dive
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
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....
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
