The Financial Planning Training Academy

Our clients are well qualified, highly trained and highly ethical who, for various reasons, struggle to build that initial connection with clients that allows them to engage them in a Lifestyle Financial Planning service and work with them for the long term to help them achieve their goals.

Our clients are not those who see Lifestyle Financial Planning as a new tool to accumulate assets under management or sell policies for large chunks of commission.

The Financial Planning Training Academy (formerly known as Smart Training Academy) was born from a frustration of watching good planners struggle and bad advisers flourish. Soft skills can be learned and they can be taught and the Financial Planning Training Academy exists to help.

Our objective is to train financial planners to communicate Lifestyle Financial Planning to their clients effectively. To help them navigate the various communication gurus and find their own successful set of skills to engage their clients. To allow their existing set of technical skills to be deployed to build fantastic long term plans for clients and open the door to those long term, mutually beneficial, relationships that both clients and planners crave.

Upcoming (0)

Sorry, there are no upcoming events

Past (20)

Advance Meeting Skills - Autumn 2019 - Dublin primary image

Advance Meeting Skills - Autumn 2019 - Dublin

Thu, May 30, 9:30 AM

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Training Day Manchester - 23rd November 2018 primary image

Training Day Manchester - 23rd November 2018

Fri, Nov 23, 9:30 AM

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Advance Meeting Skills - 22nd November 2018 - Dublin primary image

Advance Meeting Skills - 22nd November 2018 - Dublin

Thu, Nov 22, 9:30 AM

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Training Day - 21st November - Dublin primary image

Training Day - 21st November - Dublin

Wed, Nov 21, 9:30 AM

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Training Day London - 5th July 2018 primary image

Training Day London - 5th July 2018

Thu, Jul 5, 9:30 AM

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Training Day Bristol - 4th July 2018 primary image

Training Day Bristol - 4th July 2018

Wed, Jul 4, 9:30 AM

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Training Day - 13th April 2018 primary image

Training Day - 13th April 2018

Fri, Apr 13, 9:30 AM

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Training Day - 12th April 2018 primary image

Training Day - 12th April 2018

Thu, Apr 12, 9:30 AM

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Training Day Dublin - 11th April 2018 primary image

Training Day Dublin - 11th April 2018

Wed, Apr 11, 9:30 AM

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Training Day - 11th April 2018 primary image

Training Day - 11th April 2018

Wed, Apr 11, 9:30 AM

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Training Day - 28th February 2018 primary image

Training Day - 28th February 2018

Wed, Feb 28, 9:30 AM

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Training Day - 1st Dec primary image

Training Day - 1st Dec

Fri, Dec 1, 9:30 AM

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Advance Meeting Skills - Autumn 2019 - Dublin primary image

Advance Meeting Skills - Autumn 2019 - Dublin

Thu, May 30, 9:30 AM

Check ticket price on event

Training Day Manchester - 23rd November 2018 primary image

Training Day Manchester - 23rd November 2018

Fri, Nov 23, 9:30 AM

Check ticket price on event

Advance Meeting Skills - 22nd November 2018 - Dublin primary image

Advance Meeting Skills - 22nd November 2018 - Dublin

Thu, Nov 22, 9:30 AM

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Training Day - 21st November - Dublin primary image

Training Day - 21st November - Dublin

Wed, Nov 21, 9:30 AM

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Training Day London - 5th July 2018 primary image

Training Day London - 5th July 2018

Thu, Jul 5, 9:30 AM

Check ticket price on event

Training Day Bristol - 4th July 2018 primary image

Training Day Bristol - 4th July 2018

Wed, Jul 4, 9:30 AM

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Training Day - 13th April 2018 primary image

Training Day - 13th April 2018

Fri, Apr 13, 9:30 AM

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Training Day - 12th April 2018 primary image

Training Day - 12th April 2018

Thu, Apr 12, 9:30 AM

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Training Day Dublin - 11th April 2018 primary image

Training Day Dublin - 11th April 2018

Wed, Apr 11, 9:30 AM

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Training Day - 11th April 2018 primary image

Training Day - 11th April 2018

Wed, Apr 11, 9:30 AM

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Training Day - 28th February 2018 primary image

Training Day - 28th February 2018

Wed, Feb 28, 9:30 AM

Check ticket price on event

Training Day - 1st Dec primary image

Training Day - 1st Dec

Fri, Dec 1, 9:30 AM

Check ticket price on event

Our clients are well qualified, highly trained and highly ethical who, for various reasons, struggle to build that initial connection with clients that allows them to engage them in a Lifestyle Financial Planning service and work with them for the long term to help them achieve their goals.

Our clients are not those who see Lifestyle Financial Planning as a new tool to accumulate assets under management or sell policies for large chunks of commission.

The Financial Planning Training Academy (formerly known as Smart Training Academy) was born from a frustration of watching good planners struggle and bad advisers flourish. Soft skills can be learned and they can be taught and the Financial Planning Training Academy exists to help.

Our objective is to train financial planners to communicate Lifestyle Financial Planning to their clients effectively. To help them navigate the various communication gurus and find their own successful set of skills to engage their clients. To allow their existing set of technical skills to be deployed to build fantastic long term plans for clients and open the door to those long term, mutually beneficial, relationships that both clients and planners crave.

Events

Sorry, there are no upcoming events
Advance Meeting Skills - Autumn 2019 - Dublin primary image

Advance Meeting Skills - Autumn 2019 - Dublin

Thu, May 30, 9:30 AM

Check ticket price on event

Training Day Manchester - 23rd November 2018 primary image

Training Day Manchester - 23rd November 2018

Fri, Nov 23, 9:30 AM

Check ticket price on event

Advance Meeting Skills - 22nd November 2018 - Dublin primary image

Advance Meeting Skills - 22nd November 2018 - Dublin

Thu, Nov 22, 9:30 AM

Check ticket price on event

Training Day - 21st November - Dublin primary image

Training Day - 21st November - Dublin

Wed, Nov 21, 9:30 AM

Check ticket price on event

Training Day London - 5th July 2018 primary image

Training Day London - 5th July 2018

Thu, Jul 5, 9:30 AM

Check ticket price on event

Training Day Bristol - 4th July 2018 primary image

Training Day Bristol - 4th July 2018

Wed, Jul 4, 9:30 AM

Check ticket price on event

Training Day - 13th April 2018 primary image

Training Day - 13th April 2018

Fri, Apr 13, 9:30 AM

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Training Day - 12th April 2018 primary image

Training Day - 12th April 2018

Thu, Apr 12, 9:30 AM

Check ticket price on event

Training Day Dublin - 11th April 2018 primary image

Training Day Dublin - 11th April 2018

Wed, Apr 11, 9:30 AM

Check ticket price on event

Training Day - 11th April 2018 primary image

Training Day - 11th April 2018

Wed, Apr 11, 9:30 AM

Check ticket price on event

Training Day - 28th February 2018 primary image

Training Day - 28th February 2018

Wed, Feb 28, 9:30 AM

Check ticket price on event

Training Day - 1st Dec primary image

Training Day - 1st Dec

Fri, Dec 1, 9:30 AM

Check ticket price on event

Advance Meeting Skills - Autumn 2019 - Dublin primary image

Advance Meeting Skills - Autumn 2019 - Dublin

Thu, May 30, 9:30 AM

Check ticket price on event

Training Day Manchester - 23rd November 2018 primary image

Training Day Manchester - 23rd November 2018

Fri, Nov 23, 9:30 AM

Check ticket price on event

Advance Meeting Skills - 22nd November 2018 - Dublin primary image

Advance Meeting Skills - 22nd November 2018 - Dublin

Thu, Nov 22, 9:30 AM

Check ticket price on event

Training Day - 21st November - Dublin primary image

Training Day - 21st November - Dublin

Wed, Nov 21, 9:30 AM

Check ticket price on event

Training Day London - 5th July 2018 primary image

Training Day London - 5th July 2018

Thu, Jul 5, 9:30 AM

Check ticket price on event

Training Day Bristol - 4th July 2018 primary image

Training Day Bristol - 4th July 2018

Wed, Jul 4, 9:30 AM

Check ticket price on event

Training Day - 13th April 2018 primary image

Training Day - 13th April 2018

Fri, Apr 13, 9:30 AM

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Training Day - 12th April 2018 primary image

Training Day - 12th April 2018

Thu, Apr 12, 9:30 AM

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Training Day Dublin - 11th April 2018 primary image

Training Day Dublin - 11th April 2018

Wed, Apr 11, 9:30 AM

Check ticket price on event

Training Day - 11th April 2018 primary image

Training Day - 11th April 2018

Wed, Apr 11, 9:30 AM

Check ticket price on event

Training Day - 28th February 2018 primary image

Training Day - 28th February 2018

Wed, Feb 28, 9:30 AM

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Training Day - 1st Dec primary image

Training Day - 1st Dec

Fri, Dec 1, 9:30 AM

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