Course Information

Introduction

Financial planning has become more complex. Regulatory pressure is higher. Client expectations are changing. Financial professionals must move beyond basic planning tools and adopt structured, defensible, and forward-looking approaches.

This program focuses on advanced financial planning concepts used in real practice. It connects theory with application. Participants learn how to design financial plans that are practical, compliant, and aligned with long-term client goals.

The course addresses key planning areas, including cash flow, investments, retirement, risk management, and estate considerations. Emphasis is placed on decision-making, trade-offs, and scenario analysis rather than formulas alone.

By the end of the program, participants will be able to structure comprehensive financial plans and clearly justify their recommendations. The focus is on sound judgment, disciplined planning, and professional accountability.

Objectives

By completing this course, participants will be able to:

Apply advanced financial planning frameworks in professional practice

Analyze client financial data and identify planning priorities

Develop integrated financial plans covering short- and long-term objectives

Evaluate investment and retirement strategies under different scenarios

Assess financial risks and recommend appropriate mitigation strategies

Align financial plans with regulatory, ethical, and professional standards

Who Should Attend?

This program is designed for:

Financial planners and advisors

Finance and investment professionals

Accountants and auditors involved in client advisory work

Wealth management and private banking professionals

Risk, compliance, and portfolio management staff

Senior professionals seeking CPD credits in financial planning

Participants are expected to have basic knowledge of finance and financial markets.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.