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1:2:1 Coaching for CISI L7 case study financial plan assessment – to become a CFP professional
We operate a PAYG booking system using Calendly via the link below.
You can book 30-minute session for a time that suits you.
You can cancel or rearrange the meeting anytime up to 24 hours before by using the links in your booking confirmation. Please see our T&Cs for full details.
All our sessions are recorded on Zoom and you’ll be sent a private YouTube link after the meeting so you can watch it back as much as you need to for six months. After six months the file will be deleted from our system.
During the meeting we will ask you to screen share specific parts of your plan, spreadsheets and CISI feedback to help you establish what needs to be amended, what areas to concentrate on and the order to tackle it all.
You can arrange a one-to-one meeting with Jacqueline Lockie CFP™ via our course booking system by using the button below.
Do you have a different query?
Please fill out this contact form to get in touch with any questions or comments about our CISI L7 case study financial plan assessment training courses or our comprehensive financial planning Training and Development training scheme.
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