CFP® CERTIFICATION CAPSTONE: TECHNICAL KNOWLEDGE COURSE 2026
Needing a refresher on your technical knowledge in financial planning? Includes updates on legislation to date, business planning, personal planning and tax. A summary of the most important topics. Recorded webinars. No live sessions but access to Carmen when needed. 6 months access from time of registration.
CFP® CERTIFICATION CAPSTONE 1: 2026 RESUBMISSIONS
NO BOOKINGS TAKEN DURING JUNE AND JULY. CHECK FIRST BEFORE BOOKING FOR AUGUST 2026
One on one consultations to get your report compliant
CFP® CERTIFICATION CAPSTONE 2: 2026 ONE ON ONE CONSULTATIONS
NO FURTHER BOOKINGS BEING TAKEN
CFP® CERTIFICATION CAPSTONE 3: JULY 2026 ONE ON ONE CONSULTATIONS
NOTE: ONLY 4 BOOKINGS AVAILABLE.
ONE ON ONE CONSULTATION: Access to the recording on the technical issues. One on one engagement in developing the report, analyses and recommendations, right until the final submission of the report.
Should you need assistance in a resubmission as you were not compliant in the first place, there will be a critical analyses of your submission and we engage to rewrite where necessary before you have to submit again!
CFP® CERTIFICATION CAPSTONE 4: SEPTEMBER 2026 ONE ON ONE CONSULTATIONS
ONE ON ONE CONSULTATION: Access to the recording on the technical issues of the case study 4. One on one zoom engagement in developing the report, analyses and recommendations, right until the final submission of the report.
Should you need assistance in a resubmission as you were not compliant in the first place, there will be a critical analyses of your submission and we engage to rewrite where necessary before you have to submit again!