Lockie Consultants

LIVE LAUNCH EVENT - Important info for your course: Monday 2 June 2025 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?

NEW: Train your brain to think critically to pass this assessment

NEW: Want to listen to tips from those who have already passed?

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

NEW: How understanding the psychology of money can help you give better advice (and pass this assessment)

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

NEW: Quiz to test your understanding of the implications of assumptions

NEW: Evaluating the assumptions and resulting cashflow outputs

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!

NEW: Setting timelines for completion of your financial plan submission

Podcast

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

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

NEW: 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: Wednesday 11/06/2025 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 2a - income tax calculations

Deep dive part 2b: Expanding tax bands to include charity donations

Retirement planning: Deep dive part 3a - adding NICs

Deep dive part 3b: How to add in any savings income (if you have any)

Deep dive part 3c: How to add in dividend income (if you have any)

Retirement planning: Deep dive part 4a - building out the cashflow

Deep dive part 4b: How to show different assets in your cashflow drawdown

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: Tuesday 08/07/2025 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: Monday 28/07/2025 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)