Course content

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    • 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

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    • The process: How to create a financial plan

    • Reading: Must do!

    • Get up to speed technically: Resources

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    • The structure of your financial plan

    • Additional resources

  4. 5
    • How to set the assumptions for your financial plan

    • Additional resources

    • The importance of assumptions in cashflow modelling

  5. 6
    • How to construct a cashflow analysis

    • Additional resources: excel preparation

  6. 7
    • Personal risk and protection analysis

    • Additional resources

  7. 8
    • Estate planning - How to structure it

    • Additional resources

  8. 9
    • Action plan, review and marking your plan

    • Final checks: Review

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    • Here is a run down of the additional help that you can get from us

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    • Have you been unsuccessful with your CFP case study assessment submission?

    • That's the end of this pre-course learning

  11. 12
    • Start here when you have finished the pre-course learning and received your case study from CISI

  12. 13
    • Welcome from Jackie

    • How the CISI L7 case study financial plan process works

    • Purpose of this course

    • Must read info!

    • Setting timelines for completion of your financial plan submission

    • Podcast

    • Here is a run down of the additional help that you can get from us

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

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    • The example case study that I'll be using throughout this course

    • Assumptions for our example financial plan case study

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    • The process: Start creating your financial plan

    • Structuring your financial plan

    • By the end of week one: You need to...

  15. 16
    • Book your first individual 1:2:1 coaching session with Jackie

    • 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

    • By end of week two: You need to...

    • LIVE GROUP SESSION: Thursday 07/03/2024 at 12:00 - An optional check-in to see how you are doing

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    • Overview: How to construct a cashflow analysis

    • School fees funding: Deep dive

    • 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

    • Book your second individual 1:2:1 coaching session with Jackie

    • Creating the text and the assessment standards

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    • Personal risk analysis

    • Protection: Deep dive part 1

    • The assessment standards and creating the text

    • By the end of week six: You need to...

    • LIVE GROUP SESSION:Thursday 04/04/2024 at 12:00 - An optional check-in to see how you are doing

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    • Estate planning - how to structure it

    • Estate planning: Deep dive

    • The assessment standards and creating the text

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    • Do this BEFORE writing up your financial plan

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

    • Creating the text of your financial plan

    • Action plan and review

    • Podcast: Advice from ex-assessors - avoiding the common pitfalls

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

    • By the end of week eight: You need to....

    • LIVE GROUP SESSION: Monday 18/04/2024 at 12:00 - An optional check-in to see how you are doing

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    • Assessing your financial plan

    • Final checks: Common problems and assessment standards

    • Final checks: Paperwork to complete

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    • Have you been unsuccessful with your CISI L7 case study assessment submission?

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    • What happens next

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

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

  • Obtain 1:2:1 help and group community support

  • Save time and money

  • Maximise your chances of passing

Bonus material

All these extras come free with this course saving you £680!

  • Bonus material

    Two 30-minute 1:2:1 coaching sessions with Jackie worth £180

  • Bonus material

    Three one-hour group coaching calls to check on your progress worth £500

  • Bonus material

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

Don't miss out

If you want a to gain your CFP certification by minimising the time spent on your case study, then you need to understand exactly how to approach it, how to apply the assessment standards and where you are most likely to make mistakes. This course delivers all that and more - so what are you waiting for, sign up today.