LIVE LAUNCH EVENT - Important info for your course: Monday 2 December 2024 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?
The process: How to create a financial plan
Reading: Must do!
Get up to speed technically: Resources
Podcast: Your Financial Planning Maestro Experts Series - S8:E1 Preparation and approach
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
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
That's the end of this pre-course learning
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
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
Questions about your case study? Post it in the community chat using this link
The example case study that I'll be using throughout this course
Assumptions for our example financial plan case study
The process: Start creating your financial plan
Structuring your financial plan and setting up your contents page
By the end of week one: You need to...
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 13/12/2024 at 12:00 - An optional check-in to see how you are doing
Overview of what you need to do next
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 - income, pension and taxable assets
Retirement planning: Deep dive part 2 - income tax calculations
NEW: Expanding tax bands to include pension contributions or charity donations
Retirement planning: Deep dive part 3 - adding NICs
If you have large dividends in your case study
Retirement planning: Deep dive part 4 - building out the cashflow
Book your second individual 1:2:1 coaching session with Jackie
Creating the text and the assessment standards
Overview of what you need to do next
Personal risk analysis
Protection: Deep dive - death and ill health scenarios
The assessment standards and creating the text
LIVE GROUP SESSION:Thursday 09/01/2025 at 12:00 - An optional check-in to see how you are doing
Overview of what you need to do next
Estate planning - how to structure it
Estate planning: Deep dive
The assessment standards and creating the text
Do this BEFORE writing up your financial plan
Podcast: Your Financial Planning Maestro Experts Series - S8:E3 Writing up your plan and making recommendations
Common problems when writing up your plan wording and what to do about them
Creating the text of your financial plan
What to do if your case study does NOT have a short-term objective
Action plan and review
Podcast: Advice from ex-assessors - avoiding the common pitfalls
Podcast: Advice from ex-assessors - More financial plan assessment tips
LIVE GROUP SESSION: Thursday 23/01/2025 at 12:00 - An optional check-in to see how you are doing
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.......
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
Two 1:2:1s, 3.5 hours of group check-ins and community support
Online chat community to ask questions as they arise
Save time and money
Maximise your chances of passing
