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| Home - Planners / Professional development / CFPCM / Assesment Preparation Day | |||||||||||||||||||||||||||||||||||||||||||||||||
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Assessment Preparation DayThis workshop is designed for people who are familiar with the Financial Planning process and methodology and wish to “fine tune” or indeed “test” their skills in preparation for submitting their CFPCM certification case study. ON THIS PAGE:
WHAT ARE THE LEARNING OUTCOMES?The objectives of this Assessment Preparation Day are: -
On completion of the Assessment Preparation Day, each candidate should be able to judge whether they are ready to enter a financial plan for assessment or whether further practice or training is required. In most cases it is hoped that candidates will feel ready to proceed to assessment. The day is built around a client case study (in keeping with the CFP certification case study) with delegates working in small groups addressing a number of key questions regarding the client’s situation. The point of the exercise is to test the delegate’s abilities to construct answers that will meet the standards required for successful completion of the CFP certification. With this in mind, the workshop facilitator will ensure that delegates understand how to produce answers that will meet the standards required. READ MORE... 2010 DATES
This course can also be taken as part of the Focused Assessment Programme. READ MORE… VAT is not applicable and travel or accommodation must be booked independently
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.