A one-day financial planning career simulation
PlannerPath Live — every two weeks, Tuesdays
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.
Tuesday 21 July 2026
Limited places per session · Applications are reviewed on a rolling basisUpcoming dates
Every two weeks, on a Tuesday. Apply above, and let us know your preferred date — we’ll confirm which session you’re in.
Time
Address
Fee
This includes the full in-person simulation day, lunch and refreshments, personalised developmental feedback, a follow-up conversation and three months of PlannerPath access.
Apply for PlannerPath Live →We pause after 15 September as university term begins. Online sessions are being planned for after that — not open yet.
Work with realistic planning materials in a simulated client case.
Analyse information, exercise judgement and communicate clearly.
Discover paraplanning and its role in supporting good financial advice.
Decide whether you want to explore financial planning further.
All client materials are fictional and designed for training. No real client files are used.
Your foundations diagnostic
Every participant leaves with a personal report covering:
Based on simulated client cases.
A 2 minute walk from Barbican Station, with lunch and refreshments provided.
Each date is kept to a small, fully hosted group to keep the day practical, personal and feedback-led.
Private diagnostic, follow-up conversation and three months of PlannerPath access included.
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.
Tell us briefly why you would like a place.
Groups are kept deliberately small.
£195, only after your application is accepted.
Applications for each date are reviewed on a rolling basis — apply as early as you can, since each session has limited places.
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
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.
