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Holistic Financial Planning, 3-Day Training Course

November 14, 2017 - November 16, 2017


Course Description

This training course covers the fundamentals of Holistic Financial Planning:

  • The role of holistic decision-making in Holistic Financial Planning.
  • Where Holistic Financial Planning fits in business planning.
  • The sources of wealth.
  • Planning for profit.
  • Selecting appropriate enterprises.
  • Prioritising expenses.

Participants then create an annual holistic financial plan, and learn how to operate, monitor, and control the plan.


The training will be conducted at Fernhill Farm, a beef and sheep farm near Bristol. Overnight accommodation is available. Please contact them directly for details.
Cheddar Road, Compton Martin, Bristol, BS40 6LD, United Kingdom
Jen Hunter tel: 07903 584695


£540 per person — Regular Price
£495 per person — Early Bird Price (until 17 October 2017)
Price includes VAT, coffee and tea, lunch, learning materials.

For more details:

Telephone: +44 (0) 7446 780081

Email: [email protected]

Go to our website.


November 14, 2017
November 16, 2017
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