PlanHappy Lifestyle Financial Planning – Full Membership

PlanHappy Masterclass
Masterclass Video Recordings
7 Modules
Masterclass -08/03/2021
Masterclass – 15/02/2021
Masterclass – 25/01/2021
Masterclass – 18/01/2021
Masterclass – 11/01/2021
Masterclass – 14/12/2020
Masterclass – 07/12/2020
Introduction
Introduction – Welcome from Neil
1 Module | 1 Assessment
Module – Welcome from Neil
Assessment – Welcome from Neil
Introduction – PlanHappy Core Values
1 Module | 1 Assessment
Module – PlanHappy Core Values
Assessment – PlanHappy Core Values
Introduction – Equipment
1 Module | 1 Assessment
Module – Equipment
Assessment – Equipment
Introduction – The PlanHappy Kitchen
1 Module | 1 Assessment
Module – The PlanHappy Kitchen
Assessment – The PlanHappy Kitchen
Introduction – Anchoring the Path
1 Module | 1 Assessment
Module – Anchoring the Path
Assessment – Anchoring the Path
Site Survey
Site Survey – What is a Site Survey
1 Module | 1 Assessment
Module – What is a Site Survey?
Assessment – What is a Site Survey
Site Survey – Partner Attendance
1 Module | 1 Assessment
Module – Partner Attendance
Assessment – Partner Attendance
Site Survey – Preparation
1 Module | 1 Assessment
Module – Preparation
Assessment – Preparation
Site Survey – Taking Control
1 Module | 1 Assessment
Module – Taking Control
Assessment – Taking Control
Site Survey – Introductory Comfort
1 Module | 1 Assessment
Module – Introductory Comfort
Assessment – Introductory Comfort
Site Survey – Unloading
1 Module | 1 Assessment
Module – Unloading
Assessment – Unloading
Site Survey – Probe & Widen
1 Module | 1 Assessment
Module – Probe & Widen
Assessment – Probe & Widen
Site Survey – Agree the Big Questions
1 Module | 1 Assessment
Module – Agree the Big Questions
Assessment – Agree the Big Questions
Site Survey – Setting the Scene
1 Module | 1 Assessment
Module – Setting the Scene
Assessment – Setting the Scene
Site Survey – Materials on Site
1 Module | 1 Assessment
Module – Materials on Site
Assessment – Materials on Site
Site Survey – Materials on Site Protect
1 Module | 1 Assessment
Module – Materials on Site Protect
Assessment – Materials on Site Protect
Site Survey – Mad Hatter Principle
1 Module | 1 Assessment
Module – Mad Hatter Principle
Assessment – Mad Hatter Principle
Site Survey – Route Options – Pension (Box & Barrel)
1 Module | 1 Assessment
Module – Route Options – Pension (Box & Barrel)
Assessment – Route Options – Pensions (Box & Barrel)
Site Survey – Route Options – Investment (Laws of Physics)
1 Module | 1 Assessment
Module – Route Options – Investments (Laws of Physics)
Assessment – Route Options – Investments (Laws of Physics)
Site Survey – Route Options – Life Insurance (Mind the Gap)
1 Module | 1 Assessment
Module – Route Options – Life Insurance (Mind the Gap)
Assessment – Route Options – Life Insurance (Mind the Gap)
Site Survey – Route Options – Mortgage (Now or Never)
1 Module | 1 Assessment
Module – Route Options – Mortgages (Now or Never)
Assessment – Route Options – Mortgages (Now or Never)
Site Survey – Architect
1 Module | 1 Assessment
Module – Architect
Assessment – Architect
Site Survey – Enough
1 Module | 1 Assessment
Module – Enough
Assessment – Enough
Site Survey – Scope of Works
1 Module | 1 Assessment
Module – Scope of Works
Assessment – Scope of Works
Site Survey – Life Stages
1 Module | 1 Assessment
Module – Life Stages
Assessment – Life Stages
Site Survey – Foundation Costs
1 Module | 1 Assessment
Module – Foundation Costs
Assessment – Foundation Costs
Site Survey – Life Costs
1 Module | 1 Assessment
Module – Life Costs
Assessment – Life Costs
Site Survey – For What?
1 Module | 1 Assessment
Module – For What?
Assessment – For What?
Site Survey – Time Focus
1 Module | 1 Assessment
Module – Time Focus
Assessment – Time Focus
Site Survey – Stream & Reservoir
1 Module | 1 Assessment
Module – Stream & Reservoir
Assessment – Stream & Reservoir
Site Survey – Flow Balancing
1 Module | 1 Assessment
Module – Flow Balancing
Assessment – Flow Balancing
Site Survey – Professional Judgement
1 Module | 1 Assessment
Module – Professional Judgement
Assessment – Professional judgement
Site Survey – Positive Disengagement
1 Module | 1 Assessment
Module – Positive Disengagement
Assessment – Positive Disengagement
Site Survey – Journey Map
1 Module | 1 Assessment
Module – Journey Map
Assessment – Journey Map
Site Survey – Booklet: Outline Sketch Example
1 Module
Module – Booklet: Outline Sketch Example
Site Survey – Booklet: Working Plan Example
1 Module
Module – Booklet: Working Plan Example
Site Survey – Square the Circle
1 Module | 1 Assessment
Module – Square the Circle
Assessment – Square the Circle
Site Survey – Specialist Report
1 Module | 1 Assessment
Module – Specialist Report
Assessment – Specialist Reports
Site Survey – De-risking Gap
1 Module | 1 Assessment
Module – De-risking
Assessment – De-Risking Gap
Site Survey – The Pitch
1 Module | 1 Assessment
Module – The Pitch
Assessment – The Pitch
Site Survey – Engagement Lanes
1 Module | 1 Assessment
Module – Engagement Lanes
Assessment – Engagement Lanes
Site Survey – Hard Shoulder – Introduction
1 Module | 1 Assessment
Module – Hard Shoulder – Introduction
Assessment – Hard Shoulder Introduction
Site Survey – Hard Shoulder – Missing Partner
1 Module | 1 Assessment
Module – Hard Shoulder – Missing Partner
Assessment – Hard Shoulder Missing Partner
Site Survey – Hard Shoulder – Fees
1 Module | 1 Assessment
Module – Hard Shoulder – Fees
Assessment – Hard Shoulder Fees
Site Survey – Hard Shoulder – Beauty Parade
1 Module | 1 Assessment
Module – Hard Shoulder – Beauty Parade
Assessment – Hard Shoulder Beauty Parade
Site Survey – Hard Shoulder – Not the Right Time
1 Module | 1 Assessment
Module – Hard Shoulder – Not the Right Time
Assessment – Hard Shoulder Not The Right Time
Site Survey – Wrong Road – Introduction
1 Module | 1 Assessment
Module – Wrong Road – Introduction
Assessment – Wrong Road Introduction
Site Survey – Wrong Road – Messer
1 Module | 1 Assessment
Module – Wrong Road – Messer
Assessment – Wrong Road Messer
Site Survey – Wrong Road – High Maintenance
1 Module | 1 Assessment
Module – Wrong Road – High Maintenance
Assessment – Wrong Road High Maintenance
Site Survey – Wrong Road – Form Signer
1 Module | 1 Assessment
Module – Wrong Road – Form Signer
Assessment – Wrong Road Form Signer
Site Survey – Wrong Road – Self Investor
1 Module | 1 Assessment
Module – Wrong Road – Self Investor
Assessment – Wrong Road Self Investor
Site Survey – Wrong Road – Tinkerman
1 Module | 1 Assessment
Module – Wrong Road – Tinkerman
Assessment – Wrong Road Tinkerman
Site Survey – Wrong Road – Cost Obsessive
1 Module | 1 Assessment
Module – Wrong Road – Cost Obsessive
Assessment – Cost Obsessive
Site Survey – Wrong Road – Internet Johnny
1 Module | 1 Assessment
Module – Wrong Road – Internet Johnny
Assessment – Internet Johnny
Site Survey – Wrong Road – Puppet & Master
1 Module | 1 Assessment
Module – Wrong Road – Puppet & Master
Assessment- Puppet & Master
Site Survey – Wrong Road – Technical Junkie
1 Module | 1 Assessment
Module – Wrong Road – Technical Junkie
Assessment – Technical Junkie
Site Survey – Wrong Road – Greedy Investor
1 Module | 1 Assessment
Module – Wrong Road – Greedy Investor
Assessment – Greedy Investor
Site Survey – Wrong Road – Withdraw & Spend
1 Module | 1 Assessment
Module – Wrong Road – Withdraw & Spend
Assessment – Withdraw & Spend
Site Survey – Wrong Road – Show Off
1 Module | 1 Assessment
Module – Wrong Road – Show Off
Assessment – Show Off
Site Survey – Wrong Road – Serial Complainer
1 Module | 1 Assessment
Module – Wrong Road – Serial Complainer
Assessment – Serial Complainer
Site Survey – Wrong Road – Separator
1 Module | 1 Assessment
Module – Wrong Road – Separator
Assessment – Separator
Site Survey – Wrong Road – Jack in the Box
1 Module | 1 Assessment
Module – Wrong Road – Jack in the Box
Assessment – Jack in the Box
Site Survey – Wrong Road – Awkward Squad
1 Module | 1 Assessment
Module – Wrong Road – Awkward Squad
Assessment – Awkward Squad
Site Survey – Think About It Camouflage
1 Module | 1 Assessment
Module – Think About It Camouflage
Assessment – Think about it camouflage
Site Survey – Onboarding
1 Module | 1 Assessment
Module – Onboarding
Assessment – Onboarding
Site Survey – Putting it all together
1 Module | 1 Assessment
Module – Putting it all together
Assessment – Putting it all together
Site Survey – Storyboard Introduction
1 Module | 1 Assessment
Module – Storyboard Introduction
Assessment – Storyboard Introduction
Site Survey – Storyboard Narrative
1 Module | 1 Assessment
Module – Storyboard Narrative
Assessment – Storyboard Narrative
Site Survey – Storyboard Narrative Example
1 Module | 1 Assessment
Module – Storyboard Narrative Example
Assessment – Storyboard Narrative Example
Site Survey – Storyboard Whiteboard Images
1 Module | 1 Assessment
Module – Storyboard Whiteboard Images
Assessment – Storyboard Whiteboard Images
Discovery
Discovery – What is Discovery?
1 Module | 1 Assessment
Module – What is Discovery?
Assessment – What is Discovery?
Discovery – Discovery Process Overview
1 Module | 1 Assessment
Module – Discovery Process Overview
Assessment – Discovery Process Overview
Discovery – Getting Started
1 Module | 1 Assessment
Module – Getting Started
Assessment – Getting Started
Discovery – Booklet Template
1 Module
Module – Discovery Booklet Template
Discovery – Removing Barriers
1 Module
Module – Removing Barriers
Discovery – Personal Information
1 Module
Module – Personal Information
Discovery – Foundation Costs
1 Module
Module – Foundation Costs
Discovery – Estate Planning Documents
1 Module
Module – Estate Planning Documents
Discovery – Inheritance
1 Module
Module – Inheritance
Discovery – Policy Information – Introduction
1 Module
Module – Policy Information – Introduction
Discovery – Policy Information – Policy Enquiry Forms
1 Module
Module – Policy Information – Policy Enquiry Forms
Discovery – Policy Information – Initial Request
1 Module
Module – Policy Information – Initial Information Request
Discovery – Policy Information – Gap Fill
1 Module
Module – Policy Information – Gap Fill
Discovery – Questionnaires
1 Module
Module – Questionnaires
Discovery – ICZ Questionnaires
1 Module
Module – Investment Comfort Zone Questionnaire
Discovery – Coaching Scans
1 Module
Module – Coaching Scans
Discovery – Triggering Questionnaires
1 Module
Module – Triggering Questionnaires
Discovery – Putting it all together
1 Module
Module – Putting it all together
Design Coaching
Design Coaching – What is Design Coaching?
1 Module | 1 Assessment
Module – What is Design Coaching?
Assessment – What is Design Coaching?
Design Coaching – Investment Basics
1 Module
Module – Investment Basics
Design Coaching – Principles of the ICZ (Investment Comfort Zone)
1 Module
Module – Principles of the ICZ (Investment Comfort Zone)
Design Coaching – Understanding ICZ Questionnaire Questions
1 Module
Module – Understanding ICZ Questionnaire Questions
Design Coaching – Understanding the ICZ Output
1 Module
Module – Understanding the ICZ Output
Design Coaching – Creating the ICZ Booklet Page (Portal)
1 Module
Module – Creating the ICZ Booklet Page (Portal)
Design Coaching – Creating the ICZ Booklet Page (MS Word)
1 Module
Module – Creating the ICZ Booklet Page (MS Word)
Design Coaching – Analysing the ICZ Booklet Page
1 Module
Module – Analysing the ICZ Booklet Page
Design Coaching – Alternative Risk Profilers & Investment Solutions
1 Module
Module – Alternative Risk Profilers & Investment Solutions
Design Coaching – Principles of the Coaching Scan
1 Module
Module – Principles of the Coaching Scan
Design Coaching – Analysing the Coaching Scan Output
1 Module
Module – Analysing the Coaching Scan Output
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Assessment – Equipment

PlanHappy Lifestyle Financial Planning – Full Membership Introduction – Equipment Module – Equipment Assessment – Equipment

Please click on ‘Start Assessment’

You will be asked 7 questions and have 15 minutes to complete this assessment with a required pass mark of 85%

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