The Financial Planning Training Academy

The Financial Planning Training Academy Communication and coaching skills training for Financial Advisers seeking to master Financial Planning. Award-winning Accredited Financial Planning Firm.

Money Marketing - Small Adviser of the Year. Citywire, Top 100 firms

Our CFP Level 7 Case Study Preparation Video Course gives you practical guidance as you work towards the 29 October dead...
01/10/2026

Our CFP Level 7 Case Study Preparation Video Course gives you practical guidance as you work towards the 29 October deadline.

Details and bookings:
https://tinyurl.com/FPTA-CFP-Video

CFP™ Level 7 case study: Learn how to approach it strategically, identify the key requirements and build a clear framewo...
17/09/2026

CFP™ Level 7 case study: Learn how to approach it 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:
https://tinyurl.com/FPTA-CFP7-Sept2026

Get focused on what really matters when preparing your CFP™ Level 7 case study, from understanding the standards to stru...
16/09/2026

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:
https://tinyurl.com/FPTA-CFP7-Sept2026

Your CFP™ Level 7 case study deserves more than a last-minute approach — prepare properly, understand the requirements a...
15/09/2026

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:
https://tinyurl.com/FPTA-CFP7-Sept2026

🔺 Perfecting Your First Meeting 🔺 16th September in Manchester! 🔺Led by experienced financial planners, this small-grou...
15/09/2026

🔺 Perfecting Your First Meeting
🔺 16th September in Manchester!
🔺Led by experienced financial planners, this small-group course gives you a safe space to practise and perfect the skills that win first meetings.
🔺 Info & Bookings: https://tinyurl.com/1stMeeting-16Sept2026

Take the guesswork out of CFP™ Level 7 case study preparation with practical guidance on standards, structure, assumptio...
11/09/2026

Take the guesswork out of CFP™ Level 7 case study preparation with practical guidance on standards, structure, assumptions and the financial planning process.

3 full days on consecutive Mondays:
21 Sept
28 Sept
5 Oct

Details and bookings:
https://tinyurl.com/FPTA-CFP7-Sept2026

Whether you're new to the profession or looking to sharpen your approach, this hands-on Manchester training day on 16 Se...
11/09/2026

Whether you're new to the profession or looking to sharpen your approach, this hands-on Manchester training day on 16 September will help you build a first-meeting structure that turns prospects into clients.

Facilitators: Steve Martin & Damien Rylett

Info & Bookings: https://tinyurl.com/1stMeeting-16Sept2026

Want to know what a strong CFP™ Level 7 case study submission looks like?CFP Level 7 Case Study Preparation Course - 3 c...
10/09/2026

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:
https://tinyurl.com/FPTA-CFP7-Sept2026

Address

Beehive Lofts, Unit 4. 1, Waulk Mill, 51 Bengal Street
Altrincham
M46LN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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