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Jacqueline Lockie CFP™

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Courses & Coaching

What you can expect.

Free Content

We have plenty of free content to give you a feel for what’s involved in passing your CISI L7 and becoming a CFP pro.

Guided CFP Fast Track Course

Designed for those who like to work in a concentrated way.  With comprehensive materials and five 30-minute 1:2:1s.

Supported Learning Course

A eight-week course designed for those working around a full-time job who will be studying at evenings and weekends.

Training & Development Scheme

Giving your employees their opportunity for growth.

New Entrant Scheme

Designed for all new team members, whether new entrants to the profession or new team members to your business.  Give them a clear career pathway, structure and motivation to progress without you having to do everything!

Learn Faster on the Job

Individual training templates that allow each person to progress at their own speed and fill gaps in knowledge, skills and behaviours. 

Best Resources to Support You

We have a recommended reading list for each year as well as sourcing the very best courses in the profession.  All contained in one place for visibility and easy reference for the those on the scheme as well as those managing their progress.

Our Process in Four Easy Steps

1

Read/Listen to Our Free Content

We have a range of podcasts, video, blogs and other free content to ensure that you are fully prepared before embarking on your CISI L7 case study.

2

Sign Up to One of Our Pathways

Whether it's via our Courses & Coaching or our Training & Development scheme, you'll be supported the entire time.

3

Study and Prepare for Your CISI L7 Assessment

Our courses are designed to fully prepare you for completing your assessment after which you can become a CFP pro.


4

Become a Certified CFP Professional

You’re always welcome to keep learning with us.  We have other courses to enhance your financial planning and client experience at your firm.  We also host insightful interviews and write blogs.

1. Free content – To get an idea of what is required to complete your CISI L7 financial plan assessment, the final stage needed in the UK to become a CFP professional.

2. Guided CFP Fast Track Course – An online course with full instructional videos, written materials, podcasts and links to additional learning material all brought together in one place.  Designed for condensed study in five full days to create the spreadsheets.  Additional work is required outside the course but all materials and instructions are provided.

PLUS four live group sessions to help answer any questions along the way and keep you on track.

PLUS five course individual 1:2:1 coaching sessions to help you finish your CFP case study submission.  Book one on each day you set aside for the spreadsheets.

3. Supported Learning Course – An online course with full instructional videos, written materials, podcasts and links to additional learning material all brought together in one place for you to study at you own pace and in your own time. Designed over eight weeks for those working full-time who are mainly studying outside office hours.

PLUS four live group sessions to help answer any questions along the way and keep you on track.

PLUS two individual 1:2:1 coaching sessions to help you finish your CFP case study submission. 

4.Need extra 1:2:1 help? - We offer a 30-minute Pay As You Go 1:2:1 coaching service if you have attended one of our level 7 courses or other L7 course with another provider.  We can help you get your thinking and process of approach straightened out or answer any questions you have about your own case study. Our 1:2:1 coaching is not intended to replace the level 7 intensive course.

What happens if you aren’t successful in passing this submission?

As you know, you get three opportunities to submit your financial plan for assessment. We can help you if you are unsuccessful with your CISI L7 case study financial plan submission. Book a 30-minute PAYG 1:2:1 coaching session and then email us your CISI feedback.


Not sure if you are ready for CISI L7 yet?


Complete our Financial Planning Mastery course first.  That will plug the gap that we commonly see, between CII Chartered/CISI L6 and what is required to pass the CISI L7 case study.

New Entrant Training Scheme

This scheme has been designed based on international research. The scheme is an architectural scheme i.e. it gives detail on all that needs to happen by way of new entrant training on skills, knowledge and behaviours. It is set out in 12 categories and is designed to take a new entrant through to become a Certified Financial Planner in 7 years. It provides the structure, highlights the recommended training courses for both skills and knowledge development, sets out what is required by the lead planner/business owner and other staff. This ensures that the new entrant sees themselves progressing along the categories. It can accommodate CII, PMA and CISI exams along the way and does include specialisms such as STEP exams as well.

Learn Faster on the Job

So many training schemes concentrate on just obtaining exams, often with some ad-hoc skills training added towards the end of the scheme. We have designed ours differently. Our emphasis is on how to recruit the right person by identifying their natural traits, explaining your firm’s vision and ensures that the new team member gains hands-on experience at an early stage so can learn faster on the job and gain technical knowledge at the same time. There are books, courses and exams all to take as the firm sees fit.

Wealth of Excellent Courses

We draw on a wealth of good courses and exam materials from around the profession. We do have some specific training courses to help, but by and large, we seek out the best practice examples of courses readily available. Lockie Consultants does not receive any inducements or incentives for adding in or excluding any course or exam from the scheme. We select what we think is the best overall fit to maximise the benefits for your firm and your new entrant.


Book a Demo to Find Out More

Your new team members could be the future buyer of your business. We can help get them ready for that too when the time comes.

Get in touch with us to find out more about how we can help your business bloom. Book a 30-minute free consultation by using the link on our Pricing page or by completing the form on our Get in Touch page. We look forward to sharing all our wealth of experience and insights with you.

We've helped over 100 people pass their CISI L7 case study assessment and become CFP professionals.

With a 50% first-time pass rate (normally it’s 20%) and an 88% second time pass rate, we are here to help make your journey to CFP as rewarding as possible.


We also trained both the 2024 and 2025 CISI award winners of the Best L7 case study submissions.


Join us to become a CFP professional today.

What you will get

  Supported Learning

  Complete Access to Our Resources

  Exclusive 1:2:1 Coaching

Get in Touch

CFP Resources

We have some free materials to give you a feel for what’s involved in creating a financial plan to meet the assessment standards. 

Feel free to browse through them. For more comprehensive help, please book a course.

Free Resources

Find a range of free resources that will help you on your journey to becoming a Certified Financial Planner.


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Podcast Episodes

Alongside other Certified Financial Planner professionals, we discuss our insights and offer advice which will help you develop and become a CFP professional.

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Courses & Coaching

Comprehensive course materials and guidance to pass the CISI L7 case study for CFP certification along with preparation courses.


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