Your Financial Planning Maestro

Por: Jacqueline Lockie
This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK.

We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!

We also talk to those new to the profession and follow their journeys at different points in their professional lives.
98 episodios disponibles

Latest episodes of the podcast Your Financial Planning Maestro

S12:E8 - First time pass of CISI L7 02/10/2025
S12:E7 - CFP changed my whole approach to giving advice 25/09/2025
S12:E6 - CFP opened my eyes 18/09/2025
S12:E5 - CFP has changed how I advise clients 11/09/2025
S12:E4 - CFP is tough but worth it 04/09/2025
S12:E3 - CFP is not for the fainthearted 28/08/2025
S12:E2 - Persistence is key 21/08/2025
S12:E1 - The retirement you didn't see coming 14/08/2025
S11:E8 CFP has changed how I do financial planning 10/04/2025
S11:E7 - How to succeed in CFP certification 27/03/2025
S11:E6 - Practical tips to improve your client interactions 20/03/2025
S11:E5 - Strong foundations to become CFP 13/03/2025
S11:E4 - Mastering the journey to CFP success 06/03/2025
S11:E3 - CFP makes you a better planner! 27/02/2025
S11:E2 - Simplify to gain CFP 20/02/2025
S11:E1 - The key 'must dos' to pass CFP 13/02/2025
S10:E9 - Financial Planning Week Special 15/01/2025
S10:E8 - Stay accountable to pass CFP 30/12/2024
S10:E7 - CFP needs strategic time management 19/12/2024
S10:E6 - Golf pro to CFP pro 12/12/2024
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