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FP Training Academy @FPTrainingAcad

Face2Face communication and coaching skills training for Financial Advisers. 1-to-1 coaching for Financial Planning business owners / planners

Joined May 2017
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  • Followers 1,055
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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 tinyurl.com/FPTA-CFP-June202…
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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: tinyurl.com/FPTA-CFP-June202…
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FP Training Academy retweeted
Steve Martin@stevemartincfp
May 25
Replying to @SmartFinancial
@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
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Smart Divorce Tamsin@tamsincaine
May 25
“Are you or someone you know looking for a career in Financial Planning? I have been with Smart Financial for over 11 years and can’t think of any team I would rather be a part of! If you or someone you know would like to launch their career with one of the leading..🧵
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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: tinyurl.com/FPTA-1stMeeting-…
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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: tinyurl.com/FPTA-1stMeeting-… #financialplanner #trainingday
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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: tinyurl.com/FPTA-1stMeeting-…
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✨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: tinyurl.com/FPTA-1stMeeting-… #trainingday #FPTAtraining
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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: tinyurl.com/FPTA-1stMeeting-…
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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: tinyurl.com/FPTA-1stMeeting-…
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✨ 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: tinyurl.com/FPTA-1stMeeting-… #firstmeeting
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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: tinyurl.com/FPTA-1stMeeting-…
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FP Training Academy retweeted
Steve Martin@stevemartincfp
6 May 2025
📢 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 😜
FP Training Academy@FPTrainingAcad
6 May 2025
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! tinyurl.com/FPTA-1stMeeting-…
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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! tinyurl.com/FPTA-1stMeeting-…
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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: bit.ly/FPTA-CFP-Sept24 #CFP #FPTAtraining
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CFP Level 7 Case Study Preparation Course, 17-19 September! Course outline & bookings: bit.ly/FPTA-CFP-Sept24 #CFP #FPTAtraining
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CFP Level 7 Case Study Preparation Course, 17-19 September! The most difficult assessment you will undertake. Course outline & bookings: bit.ly/FPTA-CFP-Sept24 #CFP #FPTAtraining
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CFP Level 7 Case Study Preparation Course, 4-6 June! The most difficult assessment you will undertake. More details & bookings: bit.ly/FPTA-CFP-June2024 #CFP #FPTAtraining
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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: bit.ly/FPTA-CFP-June2024 #CFP #FPTAtraining
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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: bit.ly/FPTA-CFP-5Dec2023 #CFP #FPTAtraining
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CFP Level 7 Case Study Preparation Course,5-7 December! This course will cover: Common mistakes, Understanding the markers' expectations, Assumptions provided to you, A detailed analysis of the standards etc More details & bookings: bit.ly/FPTA-CFP-5Dec2023 #CFP #FPTAtraining
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