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

Mostrando página 2 de 5

S10:E5 - Critical thinking to pass CFP 02/12/2024
S10:E4 - Report writing skills to become a CFP professional 28/11/2024
S10:E3 - CFP = compliance made easy 21/11/2024
S10:E2 - Don’t give up on becoming a CFP professional! 14/11/2024
S10:E1 - Time is key to become a CFP professional 07/11/2024
S9:E7 - How I got a 99% first time pass! 06/06/2024
S9:E6 - Understanding the scope of the CISI L7 assessment 23/05/2024
S9:E5 - How CFP benefits my clients 20/05/2024
S9:E4 -A no course route to CFP Certification 09/05/2024
S9:E3 - Architecture + admin + paraplanning + financial planning = CFP professional 02/05/2024
S9:E2 - How to tackle your CFP Financial Plan assessment 25/04/2024
S9:E1 - How to decide what you want from an employer 18/04/2024
S8:E4 - What to do if you are unsuccessful with your CISI L7 submission 11/04/2024
S8:E3 - CISI L7 case study: Making recommendations and writing up your plan 05/04/2024
S8:E2 CISI L7 case study - Approach and Calculations 28/03/2024
S8:E1 CISI L7 case study assessment - Preparation and Approach 21/03/2024
S7:E8 - Becoming a CFP pro helps sole practitioners 29/02/2024
S7:E7 - Shifting your mindset to become a CFP professional 22/02/2024
S7:E6 From adversity comes huge learning and benefits - my journey to CFP certification 15/02/2024
S7:E5 - Rocky but worthwhile road to CFP certification 08/02/2024
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