Your Financial Planning Maestro: Supported Learning for CFP

Course content

1. Welcome from Jackie
2. Additional help available
3. Download the app: Link and instructions
4. Purpose of this pre-course learning
5. What is Financial Planning?
6. What is the Certified Financial Planner™ Certification?
7. Podcast: CFP and the global financial planning profession
8. How the CISI L7 case study financial plan process works
9. When will I receive my case study?
10. NEW: Train your brain to think critically to pass this assessment
11. NEW: Want to listen to tips from those who have already passed?
1. The process: How to create a financial plan
2. Reading: Must do!
3. Get up to speed technically: Resources
4. Podcast: Your Financial Planning Maestro Experts Series - S8:E1 Preparation and approach
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. Additional help available
1. Podcast: Your Financial Planning Maestro Experts Series - S8:E4 Approach to take if you are unsuccessful
2. That's the end of this pre-course learning
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. How the CISI L7 case study financial plan process works
3. Purpose of this course
4. Must read info!
5. Setting timelines for completion of your financial plan submission
6. Podcast
7. Observations about specific CISI case studies
8. Additional help available
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. The process: Start creating your financial plan
2. Structuring your financial plan and setting up your contents page
3. By the end of week one: You need to...
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
9. By end of week two: You need to...
1. Overview of what you need to do next
2. Overview: How to construct a cashflow analysis
3. School fees funding: Deep dive
4. Podcast: Advice from ex-assessors - Retirement planning
5. Retirement planning: Deep dive part 1 - income, pension and taxable assets
6. Retirement planning: Deep dive part 2a - income tax calculations
7. Deep dive part 2b: Expanding tax bands to include charity donations
8. 2c: If your total earnings figure exceeds £100,000
9. Retirement planning: Deep dive part 3a - adding NICs
10. Deep dive part 3b: How to add in any savings income (if you have any)
11. Deep dive part 3c: How to add in dividend income (if you have any)
12. Retirement planning: Deep dive part 4a - building out the cashflow
13. Deep dive part 4b: How to show different assets in your cashflow drawdown + composite rates of return
14. Creating the text and the assessment standards
1. Overview of what you need to do next
2. Personal risk analysis
3. Protection: Deep dive - death and ill health scenarios
4. The assessment standards and creating the text
1. Overview of what you need to do next
2. Estate planning - how to structure it
3. Estate planning: Deep dive
4. The assessment standards and creating the text
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. Common problems when writing up your plan wording and what to do about them
4. Creating the text of your financial plan
5. What to do if your case study does NOT have a short-term objective
6. Action plan and review
7. Podcast: Advice from ex-assessors - avoiding the common pitfalls
8. 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
4. Here is a run down of the additional help that you can get from us and elsewhere
1. End of course survey (<3 mins to complete)

About this course

£750.00
99 lessons
8.5 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.......

Get the correct structure of your financial plan
Create a financial plan to meet the assessment standards
Avoid common mistakes
Be able to build your own spreadsheets to meet your case study requirements
Mark your own financial plan and make the necessary amendments
Save time and money
Maximise your chances of passing
Option to add PAYG 121 support via outsourced trainer (separate payment needed)

Access anytime in 2026

Purchase your course now

Course content

Introduction to pre-course learning

Chapter 1 (pre-course): Welcome, live events and what to expect

Chapter 2 (pre-course): Getting started

Chapter 3 (pre-course): Structuring your financial plan

Chapter 4 (pre-course): Financial Planning Assumptions

Chapter 5 (pre-course): Building a cashflow

Chapter 6 (pre-course): Personal risk and protection analysis

Chapter 7 (pre-course): Estate planning

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

Chapter 9 (pre-course): Need more help?

Chapter 10 (pre-course): What can you do if you are unsuccessful with your financial plan submission?

Start the main course as soon as you receive your case study

Chapter 11 (main course): Welcome and getting started

Chapter 12 (main course): My case study

Chapter 13 (main course): Structuring your financial plan

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

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

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

Chapter 17 (main course): Estate Planning calculations

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

About this course

Benefits to you

Access anytime in 2026