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 3 de 5

S7:E4 - The long term benefits to businesses who support their teams to become CFP pros 01/02/2024
S7:E3 How financial planning businesses can best support future leaders to gain CFP certification 25/01/2024
S7:E2 - Combining financial planning and discretionary management to help me become a CFP professional 18/01/2024
S7:E1 Becoming a CFP profession whilst overcoming the deaded spreadsheet fears! 11/01/2024
S6:E10 Christmas Special - Changes to the global financial planning standards 14/12/2023
S6:E9 Tips, tips, tips - An inspiring journey to become a CFP professional 07/12/2023
S6:E8 Changing careers - From building sites to financial planner in two years! 30/11/2023
S6:E7 Engaging clients using social media - the do's and don'ts! 23/11/2023
S6:E6 Entrepreneurs: Helping you improve your work/life balance with Travis Parry 16/11/2023
S6:E5 Gaining CFP™ certification and the benefits it brought to our financial planning business 09/11/2023
S6:E4 Tough but worth it - how overcoming problems helped my gain my CFP certification 02/11/2023
S6:E3 How to pass your CFP™certification and give something back to the profession 26/10/2023
S6:E2 Honesty is the best policy - never more relevant than when completing your CFP™ designation 19/10/2023
S6:E1 The ups and downs of gaining my CFP designation and paraplanner support 12/10/2023
S5:E8 Mentoring and the do's and don'ts when setting out to gain your CFP Certification 30/03/2023
S5:E7 How to prepare for and pass your CISI L7 case study assessment 23/03/2023
S5:E6 The future of the global financial planning profession 09/03/2023
S5:E5 Running a successful FP business, women in finance and what the Government needs to do! 09/02/2023
S5:E4 How understanding the psychology of money can help you give better advice 02/02/2023
S5:E3 My journey to become a Certified Financial Planner professional - you can do it too 26/01/2023
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