What we do
Fee-Only Planning Ltd. has a non-profit educational role and provides papers, books and self-study courses for the individual in the UK and Europe, and MasterClasses in Financial Planning for the practitioner and business owner.
We also provide a complete system solution for the Fee-Only firm, at a fixed annual fee for software.
About our CEO
Rob Noble-Warren won the first Financial Planner of the Year competition in the UK, is one of three people to be qualified in financial planning at the CFP™ level in both the USA and the UK, and is also a Chartered Tax Advisor with the Institute of Taxation in the UK.
Writing for the consumer magazine 'Bloomberg Money', and with a tax column in 'Real Adviser', Rob has provided a consistently high standard of work, combining writing skills with in-depth experience.
Planner Masterclass November 2011
This one week residential class provides training for CFP practitioners who wonder how to put the aspirations of the CFP™ examination schedule into practice. The course contains worked examples of:-
how to compute the optimal portfolio for an individual, taking into account the actual changed markets from 2000-2011
how to quickly assess the chance that a client can obtain their objectives given their current resources
the forward assumptions for our financial plans with reference to the world economies, and reasons to doubt that the developed economies will recover within 20 years
recent experiences in making the Plan a WikiPlan, and whether it makes sense for the client to write their own plan
case study analysis of long term care using stochastic forward modelling and answering the question - it is really worth it?
the most effective ways to gain financial independence for clients
Location 20th - 27th Nov 2011
Mounts Bay in Cornwall is a World Heritage site, and where we hold the seven-day residential course. With plenty of time to relax, play sports, fly, go to galleries, tour the special Cornish gardens, the Eden Project, and music festivals, as well as walking on the beach, Cornwall deserves to be known as 'the best place to chill and no passport control'. Four star accommodation included and taxi from the airport [Newquay International].
Register
Register here
Cost
£2,100 including VAT and inclusive of all material, tools and videos of the tutorials.
Media Center
For Advisers
ISO standard for financial planningIMF Financial Stability report
Certified Financial Planner Board of Standards, Inc
Financial Planning Association in Europe
International planner's e-membershipSearch FPA Journal
Applications
Applications to use the fee-only approved logo can be made by emailing our office.