Are you preparing your CFP™ level 7 case study? Our video course will help you avoid common mistakes. All details here: tinyurl.com/FPTA-CFP-Video #CFP #FPTAtraining

Learn how to approach your CFP™ Level 7 case study strategically, identify the key requirements and build a clear framework for your final submission. Our course runs on 3 consecutive Mondays: 21 Sept 28 Sept 5 Oct Details and bookings: tinyurl.com/FPTA-CFP7-Sept20… #CFP

Get focused on what really matters when preparing your CFP™ Level 7 case study, from understanding the standards to structuring your plan effectively. Our course runs on 3 consecutive Mondays: 21 Sept 28 Sept 5 Oct Details and bookings: tinyurl.com/FPTA-CFP7-Sept20… #CFP

Take the guesswork out of CFP™ Level 7 case study preparation with practical guidance on standards, structure, assumptions etc. 3 full days on consecutive Mondays: 21 Sept 28 Sept 5 Oct Details and bookings: tinyurl.com/FPTA-CFP7-Sept20… #CFP #CISI #FPTAtraining

Your CFP™ Level 7 case study deserves more than a last-minute approach — prepare properly, understand the requirements and build your plan with confidence. Our course runs on 3 consecutive Mondays: 21 Sept 28 Sept 5 Oct Details and bookings: tinyurl.com/FPTA-CFP7-Sept20… #CFP

Want to know what a strong CFP™ Level 7 case study submission looks like? CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays: 21 Sept 28 Sept 5 Oct Details and bookings: tinyurl.com/FPTA-CFP7-Sept20… #CFP #CISI #FPTAtraining

1 Day In-Person Course: 16th Sept in MCR Our course combines expert-led teaching with real role-play so you leave ready to win more of the right clients. Facilitators: Steve Martin & Damien Rylett Info & Bookings: tinyurl.com/1stMeeting-16Sep… #financiallifecoach #fptatrainingday

✨ Perfecting Your First Meeting ✨From pre-meeting presentation to gaining commitment at the close — spend a full day mastering every stage of the first client meeting ✨ Info & Bookings: tinyurl.com/1stMeeting-16Sep… #financialplanner #financialplanning #financiallifecoach

CFP Level 7 Course - Mondays: 21 Sept, 28 Sept, 5 Oct Avoid the common mistakes that can undermine an otherwise strong CFP™ Level 7 submission with focused case study preparation and practical guidance. Details and bookings: tinyurl.com/FPTA-CFP7-Sept20… #CFP #CISI #FPTAtraining

CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays: 21 Sept, 28 Sept, 5 Oct Not sure how to frame and structure your CFP™ Level 7 financial plan? Our case study preparation course will help you understand what the markers expect. tinyurl.com/FPTA-CFP7-Sept20… #CFP

🔺 Perfecting Your First Meeting 🔺Led by experienced financial planners Steve Martin and Damien Rylett, this small-group course gives you a safe space to practise and perfect the skills that win first meetings. 🔺 Info & Bookings: tinyurl.com/1stMeeting-16Sep…

CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays: 21 Sept, 28 Sept, 5 Oct Turn your CFP™ Level 7 case study from a daunting task into a structured plan with practical guidance, expert insight and focused preparation tinyurl.com/FPTA-CFP7-Sept20… #CFP #CISI

💠 Perfecting Your First Meeting 💠 Facilitators: Steve Martin & Damien Rylett 💠 First meetings make or break client relationships — learn how to present your value, listen effectively, and close with confidence! 💠 Info & Bookings: tinyurl.com/1stMeeting-16Sep… #fptatrainingday

CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays 21 Sept, 28 Sept, 5 Oct The CFP™ Level 7 case study is a challenging assessment — make sure you understand the process before you submit your plan. tinyurl.com/FPTA-CFP7-Sept20… #CFP #CISI #FPTAtraining

🔹Perfecting Your First Meeting 🔹Whether you're new to the profession or looking to sharpen your approach, this hands-on training day will help you build a first-meeting structure that turns prospects into clients. 🔹 Info & Bookings: tinyurl.com/1stMeeting-16Sep… #fptatrainingday

✨ Perfecting Your First Meeting ✨ With @stevemartincfp & @damienrylett ✨A full-day, in-person course helping financial advisers & planners win more of the right clients ✨16th Sept,MCR! ✨ tinyurl.com/1stMeeting-16Sep… #financialplanner #financialplanning #fptatrainingday

Perfecting Your First Meeting 🏮 With @stevemartincfp & @damienrylett 🏮 Learn how to: ✨ Be aware of what you are saying without speaking ✨ Close a meeting and gain commitment 🏮 Info & Bookings: tinyurl.com/1stMeeting-16Sep… #financialplanner #financialplanning #fptatrainingday

📗 Perfecting Your First Meeting 📗 1 Day In-Person Course: 16th September in Manchester! 📗 Facilitators: Steve Martin & Damien Rylett 📗 Competence comes with plenty of purposeful practice! 📗 Info & Bookings: tinyurl.com/1stMeeting-16Sep… #financialplanner #fptatrainingday

♦️ Perfecting Your First Meeting ♦️1 Day In-Person Course: 16th September in Manchester! ♦️ Facilitators: Steve Martin & Damien Rylett ♦️Led by financial planners for financial planners ♦️ Info & Bookings: tinyurl.com/1stMeeting-16Sep… #financialplanner #fptatrainingday

❇️ 1 Day In-Person Course: 16th September in Manchester ❇️ Facilitators: Steve Martin & Damien Rylett ❇️ Info & Bookings: tinyurl.com/1stMeeting-16Sep… #financialplanner #financialplanning #financiallifecoach #financialadviser #trainingday #fptatrainingday