Structured CPD and Certification in Lifestyle Financial Planning: £97/month

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Endorsed Structured CPD leading to Certification in Lifestyle Financial Planning

30-day guarantee • Progress at your own pace

Transform Your Practice While Earning Your Professional Certification

WHAT YOU'LL GET:

✓ 10 CISI-Endorsed CPD Modules (35 hours total)

✓ Certificate of Achievement in Lifestyle Financial Planning™ (CoA)

✓ Once (CoA) achieved, opportunity to apply to become CertLFP®

✓ Complete Support System Including:

  • Monthly Inspiration Spot Sessions

  • Inner Circle Community Access

  • Marketing Resources & Templates

ADDITIONAL DETAILS:

• Progress at your own pace

• 30-Day Satisfaction Guarantee

• Instant access to Module 1

Your investment: £97/month (just £3.23 per day)

 

 

 

What Members Are Saying:

Discovering Paul and Inspiring Advisers has been a complete game changer in how I run my business and work with clients. It’s cliché but it really was the lightbulb moment.

Daniel Jones ~ Independent Financial Adviser, DGS Chartered Financial Planners

Inspiring Advisers has changed my life. I have put Paul's content into full use and now I can’t think of another way that financial planning could ever be done.

Cindy Petter-Bowyer CFP® - Cape Town, South Africa

I’ve been through all of Paul's training online and it’s one of the best training courses I’ve done in my entire time in this profession. It contains scripts and insights, delivering a clear step by step process to transform your business relationships and help filter out clients who genuinely want to work with you on a full lifestyle financial planning basis. I would highly recommend Paul’s work for anyone who wants to take their business - and income - to the next level.

Nic Dilasser ~ Principal, Dilasser Private Clients

Thanks to you I now not only have a group of highly satisfied clients, but also a better, more steady income. Enough to live well and buy a nice boat ;-) A Beneteau First 47.7 in Split (Croatia), and every time I get on board... I have to think of you ;-) So Paul...thank you again!

Martin Vooijs ~ Amsterdam, The Netherlands

Inspiring Advisers has been the catalyst for a significant shift in my thinking and approach. I come from an analytical background, and have had a natural tendency to focus on products/performance when engaging with clients. Through Paul’s program, I’ve ‘awakened’ an easy and natural ability to relate to and empathise with clients. Paul’s program provides a very solid base, training, scripts etc. to enable and improve on this approach. I’ve found it hugely beneficial and extremely motivating.

Dan Howell CFP® - Australia

This training aligns with my heart and soul and I cannot thank you enough for sharing your experience and wisdom. Truly brilliant. Thank you from the bottom of my heart.

Kimberly Carroll, Edward Jones USA

I just wanted to drop you a line to say I feel genuinely liberated by what I’ve been learning on Inspiring Advisers. Thanks for providing me with the framework to deliver lifestyle financial planning to my clients exactly the way I’ve always wanted to.

Ross Lamacraft FPFS - Chartered Financial Planner

The main benefits to me as a member of Inspiring Advisers is applying what I have learnt, a simplified approach for all existing and prospective clients; a better sense of purpose and focus; better engagement; and conversations with clients are more meaningful - and more fun!

William Sallitt - Chartered Financial Planner, Fellow of the Personal Finance Society