Your Financial Planning Maestro:Self-guided Learning for CFP

Your Financial Planning Maestro: Self-guided Learning for CFP™

Comprehensive online training materials bringing everything you need in one course for you. Study at your own pace and in your own time. Join the online community for support. Coaching is NOT included but you can purchased separately if needed.

£400.00 + FREE Pe-course Learning Free Preview

Course content

1. Welcome from Jackie
2. Purpose of this pre-course learning
3. What is Financial Planning?
4. What is the Certified Financial Planner™ Certification?
5. Podcast
6. How the CISI L7 case study financial plan process works
1. The process: How to create a financial plan
2. Reading: Must do!
3. Get up to speed technically: Resources
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
1. How to construct a cashflow analysis
2. Additional resources: excel preparation
1. Personal risk and protection analysis
2. Additional resources
1. Estate planning - How to structure it
2. Additional resources
1. Action plan, review and marking your plan
2. Final checks: Review
1. Here is a run down of the additional help that you can get from us
1. Have you been unsuccessful with your CFP case study assessment submission?
2. That's the end of this pre-course learning
1. Your course will be open to you soon.
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. Here is a run down of the additional help that you can get from us
1. The example case study that I'll be using throughout this course
2. Assumptions for our example financial plan case study
1. The process: Start creating your financial plan
2. Structuring your financial plan
3. By the end of week one: You need to...
1. How to set the assumptions for your financial plan
2. Podcast
3. Assumptions in practice
4. Rates of return
5. Applying your assumptions and constructing your spreadsheets
6. Additional resources
7. Creating the text
8. By end of week two: You need to...
9. LIVE GROUP SESSION: 09/12/2021 at 12:00 - An optional check-in to see how you are doing
1. Overview: How to construct a cashflow analysis
2. School fees funding: Deep dive
3. Retirement planning: Deep dive part 1
4. Retirement planning: Deep dive part 2
5. Retirement planning: Deep dive part 3
6. Spreadsheet sense check and corrections
7. Creating the text and the assessment standards
1. Personal risk analysis: Structure and approach
2. Protection: Deep dive part 1
3. Protection: Deep dive part 2 and sense check
4. The assessment standards and creating the text
5. By the end of week six: You need to...
6. LIVE GROUP SESSION: 06/01/2022 at 12:00 - An optional check-in to see how you are doing
1. Estate planning - how to structure it
2. Estate planning: Deep dive
3. The assessment standards and creating the text
1. Podcast
2. Creating the text of your financial plan
3. Action plan and review
4. By the end of week eight: You need to....
5. LIVE GROUP SESSION: 20/01/2022 at 12:00 - An optional check-in to see how you are doing
1. Assessing your financial plan
2. Final checks: Common problems and assessment standards
3. Final checks: Paperwork to complete
1. Have you been unsuccessful with your CISI L7 case study assessment submission?
1. What happens next
1. End of course survey (<3 mins to complete)

About this course

£400.00
77 lessons
6 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
Obtain community support from those going through the process
Save time and money
Maximise your chances of passing

Bonus material

All these extras come free with this course saving you over £300!

Bonus material

Three on-hour group coaching calls to check on your progress worth £300
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.

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