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

🔺 Perfecting Your First Meeting 🔺 16th September in Manchester! 🔺Led by experienced financial planners Steve Martin and...
02/09/2026

🔺 Perfecting Your First Meeting
🔺 16th September in Manchester!
🔺Led by experienced financial planners Steve Martin and Damien Rylett, 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

CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays:21 Sept, 28 Sept, 5 Oct Not sure how to frame and stru...
01/09/2026

CFP Level 7 Case Study Preparation Course -
3 consecutive Mondays:
21 Sept, 28 Sept, 5 Oct

Not sure how to frame and structure your CFP™ Level 7 financial plan? Our case study preparation course will help you understand what the markers expect.

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

CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays:21 Sept, 28 Sept, 5 Oct Turn your CFP™ Level 7 case st...
31/08/2026

CFP Level 7 Case Study Preparation Course -
3 consecutive Mondays:
21 Sept, 28 Sept, 5 Oct

Turn your CFP™ Level 7 case study from a daunting task into a structured plan with practical guidance, expert insight and focused preparation

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

💠 Perfecting Your First Meeting 💠 Facilitators: Steve Martin & Damien Rylett 💠 First meetings make or break client rel...
31/08/2026

💠 Perfecting Your First Meeting
💠 Facilitators: Steve Martin & Damien Rylett
💠 First meetings make or break client relationships — learn how to present your value, listen effectively, and close with confidence
💠 16th September in Manchester!
💠 Info & Bookings: https://tinyurl.com/1stMeeting-16Sept2026

CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays21 Sept28 Sept5 OctoberThe CFP™ Level 7 case study is a...
28/08/2026

CFP Level 7 Case Study Preparation Course - 3 consecutive Mondays

21 Sept
28 Sept
5 October

The CFP™ Level 7 case study is a challenging assessment — make sure you understand the process, the standards and what the markers are looking for before you submit your plan.

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

🔹Perfecting Your First Meeting 🔹 Facilitators: Steve Martin & Damien Rylett 🔹Whether you're new to the profession or loo...
26/08/2026

🔹Perfecting Your First Meeting
🔹 Facilitators: Steve Martin & Damien Rylett
🔹Whether you're new to the profession or looking to sharpen your approach, this hands-on training day will help you build a first-meeting structure that turns prospects into clients. 🔹16th September in Manchester!
🔹 Info & Bookings: https://tinyurl.com/1stMeeting-16Sept2026

✨ Perfecting Your First Meeting ✨ Facilitators: Steve Martin & Damien Rylett ✨A full-day, in-person course helping finan...
18/08/2026

✨ Perfecting Your First Meeting
✨ Facilitators: Steve Martin & Damien Rylett
✨A full-day, in-person course helping financial advisers and planners win more of the right clients through structure, questioning skills and role-play practice.
✨16th September in Manchester!
✨ Info & Bookings: https://tinyurl.com/1stMeeting-16Sept2026

Perfecting Your First Meeting 🏮 1 Day In-Person Course: 16th September in Manchester! 🏮 Facilitators: Steve Martin & Dam...
12/08/2026

Perfecting Your First Meeting
🏮 1 Day In-Person Course: 16th September in Manchester!
🏮 Facilitators: Steve Martin & Damien Rylett
🏮 Learn how to:

✨ Present yourself / your firm BEFORE the meeting
✨ Be aware of what you are saying without speaking
✨ Use effective questioning and listening techniques
✨ Effectively communicate your value
✨ Close a meeting and gain commitment

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

📗 Perfecting Your First Meeting 📗 1 Day In-Person Course: 16th September in Manchester! 📗 Facilitators: Steve Martin & D...
06/08/2026

📗 Perfecting Your First Meeting

📗 1 Day In-Person Course: 16th September in Manchester!

📗 Facilitators: Steve Martin & Damien Rylett

📗 Competence comes with plenty of purposeful practice. The day will provide you with a safe environment where you can develop your skills through role play.

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

♦️ Perfecting Your First Meeting ♦️1 Day In-Person Course: 16th September in Manchester! ♦️ Facilitators: Steve Martin &...
05/08/2026

♦️ Perfecting Your First Meeting

♦️1 Day In-Person Course: 16th September in Manchester!

♦️ Facilitators: Steve Martin & Damien Rylett

♦️Led by financial planners for financial planners the day will help you put in place a proper structure for first meetings and will build on the skills needed to make the first meeting a success for both you and your prospects.

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

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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