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FREE Training Course

Going On Your Own

We know many Financial Planners and Advisers harbour ambitions to branch out. So, if you want to learn how to build your own Financial Planning business, the PlanHappy ‘Going On Your Own’ course is the one for you.  


Whether that is having more control over the quality and type of service that you offer or you have dreams of building your own Financial Planning firm. Or, you simply desire professional independence and want to do it your own way! 


In this series of videos, we look at the three key stages of your Financial Planning career and business journey and how best to make the leap from each one to the next.


And as an added bonus, it’s over 4 hours of FREE, no-strings attached CPD content!

Part One

Getting in and getting qualified

We’ll show you the best routes into the world of Financial Planning and give you helpful tips as to what you can do, to make the path a little easier.  

There’s also great guidance for Financial Planners who are looking to recruit new talent into their business including what to look for, what to avoid, and how to recognise the key character traits that your business needs. 

Part Two

How to survive and thrive

For those who are already in the profession but want to take the next steps towards going on their own in some way, the second video is chock-full of advice to help you navigate the commercial challenges and professional decisions that you will face. 

Whether that be moving to a self-employed basis with an existing firm, joining a network, or going all-in with your own directly-authorised business, we’ll show you the obstacles and how to overcome them. 

Part Three

How to evolve and grow your business

If you’re already up and running with your own Financial Planning business but would like to grow your revenue, we’ll show you how to do just that in the third video. 

We’ll talk you through the three key things that you can do to help you achieve the growth you’re looking for and give you tools that you can implement in your business today, to start seeing results. 

Why should I complete this course?

Whatever stage you are at in your Financial Planning career and business journey, we know you’ll benefit from the tips, tricks and advice provided.

Because everything you’ll learn is coming from people who have been there, done it and made all the mistakes, so you don’t have to.

It also gives you over 4 hours of CPD, and it’s FREE!

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