The CFP™ Level 7 is the most demanding exam in financial planning. Don't go in underprepared.
Our interactive case study course (16–18 June, via Teams) gives you the structure, the standards, and the space to actually work on your plan.
Bookings & Info
https://t.co/CuFV50Qec6
CFP Level 7 Case Study Preparation Course, 16-18 June 2026!
We're ready to help make what could be the most difficult exam of your life as easy, structured & enjoyable as possible.
✨3day course run by Antony Smith CFPTM Chartered MCSI via Teams
✨ Info: https://t.co/CuFV50Qec6
@SmartFinancial are recruiting our 5th Future Financial Planner.
Could to be you? Do you know someone? Career changer? Graduate? Working for an IFA business and know that you are capable of more?
Details below
Testimonial re our previous Perfecting Your First Meeting -training day: "A really good morning that gave the structure required and highlighted things I've been missing..."
✨1 Day In-Person Course: 22nd April in Manchester
✨ Info & Bookings: https://t.co/FaQeWf2JfM
10th Dec. For financial advisers or financial planners of all levels! How to perfect your first meeting - winning the right kind of clients!
♦️1 Day In-Person Course: 10th Dec in Manchester!
♦️ Info & Bookings: https://t.co/5qGqQTe4D2
#financialplanner#trainingday
Have you booked?
Perfecting Your First Meeting -training day looks at how you can win more of the right kind of clients every time ✨ For financial advisers of all levels.
✨1 Day In-Person Course: 10th Dec in Manchester!
✨ Info & Bookings: https://t.co/5qGqQTe4D2
✨This is a rare opportunity for face to face training and practice focused on mastering first meetings with prospective clients
✨1 Day In-Person Course: 10th Dec in Manchester!
✨ Info & Bookings: https://t.co/5qGqQTe4D2
#trainingday#FPTAtraining
25 June 2025
✨ VERY limited places available!!!
✨ This is a rare opportunity for face to face training and practice focused on mastering first meetings with prospective clients.
Bookings and info: https://t.co/zd5TrKmvl1
25 June 2025 - In-Person course, Manchester
This full day course is for you if you want to enhance your skills in your first meeting with clients. It looks at how you can win more of the right kind of clients every time
Book now: https://t.co/zd5TrKn3az
✨ One not to be missed!
✨ In-Person course, Manchester, UK - 25 June 2025
✨Early Bird discount!
This is a rare opportunity for face to face training and practice focused on mastering first meetings with prospective clients.
Bookings: https://t.co/zd5TrKn3az #firstmeeting
25 June 2025
✨ In-Person course, Manchester, UK
✨Early Bird discount!
This is a rare opportunity for face to face training and practice focused on mastering first meetings with prospective clients.
Bookings and info: https://t.co/zd5TrKmvl1
📢 been a long time since we did this.
🔥 In person, first meeting skills training.
As it’s been 5 years since we have done this course in person, I would assume it’s 25th June or 2026 😜
25 June 2025 - In-Person course, Manchester
This full day course is for you if you want to enhance your skills in your first meeting with clients.
It looks at how you can win more of the right kind of clients every time
Book now, Early Bird available! https://t.co/zd5TrKmvl1
CFP Level 7 Case Study Preparation Course, 17-19 September! We will work with the case study and make sure you understand the requirements and the expectations of the markers. More details & bookings: https://t.co/fimnDyUj5n #CFP#FPTAtraining
CFP Level 7 Case Study Preparation Course, 17-19 September! The most difficult assessment you will undertake. Course outline & bookings: https://t.co/fimnDyUj5n #CFP#FPTAtraining
CFP Level 7 Case Study Preparation Course, 4-6 June!
The most difficult assessment you will undertake.
More details & bookings: https://t.co/AXbuHAKjl6
#CFP#FPTAtraining
CFP Level 7 Case Study Preparation Course, 4-6 June!
This course will cover: Common mistakes,
Understanding the markers' expectations,
Assumptions provided to you,
A detailed analysis of the standards etc
More details & bookings: https://t.co/AXbuHAJLvy
#CFP#FPTAtraining
CFP Level 7 Case Study Preparation Course, 5-7 December! We will work with the case study and make sure you understand the requirements of the standards and the expectations of the markers. More details & bookings: https://t.co/g7GXgA73es
#CFP#FPTAtraining