See the work
Work with realistic planning materials in a simulated client case.
A one-day financial planning career simulation
PlannerPath Live
PlannerPath Live — July 2026 Cohort
Experience the work. Build the skills. Work through a lifelike client case using the kinds of planning documents used in professional practice — and find out whether the work suits you.
DateTue 21 July 2026
Time10:00–16:00
Address38 Bartholomew Close, London EC1A 7HP
Fee£195
This includes the full in-person simulation day, lunch and refreshments, personalised developmental feedback, a follow-up conversation and three months of PlannerPath access.
Build your skills
Analyse information, exercise judgement and communicate clearly.
Understand the profession
Discover paraplanning and its role in supporting good financial advice.
Make an informed choice
Decide whether you want to explore financial planning further.
During the day, you will:
- review a fictional client case
- identify missing information, risks and priorities
- consider how a financial-planning recommendation is developed
- explain your reasoning clearly
- receive private developmental feedback after the session
All client materials are fictional and designed for training. No real client files are used.
Your foundations diagnostic
A private development snapshot.
Every participant leaves with a personal report covering:
- Information analysis
- Client understanding
- Professional reasoning
- Written communication
- Priorities for development
Based on one simulated client case.
In the City of London
38 Bartholomew Close, London EC1A 7HP
Small, fully hosted group
Places are limited to eight participants to keep the day practical, personal and feedback-led.
The day continues afterwards
Private diagnostic, follow-up conversation and three months of PlannerPath access included.
Who it is for
PlannerPath Live is suitable for students, graduates, career changers and early-career professionals who want to understand financial planning or paraplanning through realistic applied work. You do not need to have studied financial planning before attending. Participants must be aged 18 or over.
Experience the profession before you choose it
Apply online
Tell us briefly why you would like a place.
We review your application
Groups are kept deliberately small.
Pay to secure it
£195, only after your application is accepted.
Applications close 17:00 BST, Friday 17 July 2026. Applications may close earlier if all places are allocated.
Applications are reviewed on fit, motivation and ability to benefit from the day — not on university name, employer or prior qualifications.
Find out more and apply
Eight places
One day in the City of London
The capability infrastructure for UK paraplanning talent. Built around realistic professional simulations and informed by sector competency frameworks.
PlannerPath Live is an educational and developmental programme. Not financial advice, a professional qualification, an employment assessment or a guarantee of employment.