Your Financial Planning Maestro

S11:E7 - How to succeed in CFP certification


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For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠LockieConsultants.com⁠


In this week's #YourFinancialPlanningMaestro #podcast we talk to Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional.


Listen now to find out:

1. The importance of client focused communication

2.The value of perseverance and learning from failure

3. How to manage your time and prepare properly for CFP

4. How to refine the assumptions used in financial plans

5. Why you should seek support and collaboration


This 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


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Your Financial Planning MaestroBy Jacqueline Lockie


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