Your Financial Planning Maestro

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠⁠In this final episode of series 12 of #YourFinancialPlanningMaestro #podcast we talk to Aaron McAuley CFP from GSB Global Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. How to set the strategy to pass on your first submission 2. How the CFP process will enhance your critical thinking skills 3. The importance of time management for Excel mistakes 4. How you can get create to maximise your chances of successThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Michelle Lambell CFP from The Minster Partnership about her journey to become a CFP professional.Listen now to find out: 1. Her transition form investment manager to financial planner 2. How the CFP process benefited her and her clients 3. The importance of time management with the L7 case study 4. How CFP has transformed her day-to-day financial planning activitiesThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Jordan West CFP from True Potential Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. How is skills as an accountant help him 2. Why he chose the CISI CFP route over other routes to Chartered 3. The challenges he faced with his L7 case study 4. Why learning from failure is so important5. How CFP has opened his eyes to change his day-to-day financial planning practiceThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Odell CFP from Atlas Personal Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. Why thorough preparation and commitment are essential 2. What are the toughest parts 3. Client relevance is key to success 4. How CFP will change the way you'll advise clientsThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Henry Anderson CFP at Parallel Wealth Management Group about his journey to become a CFP professional.Listen now to find out: 1. Why a career changer like me bring invaluable skills 2. The importance of understanding the process to gain CFP 3. Cashflow modelling will change how you work on a day-to-day basis 4. How to overcome your challenges along the wayThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses