Your Financial Planning Maestro

S11:E8 CFP has changed how I do financial planning


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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 Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional.

Listen now to find out:

1. Time management is critical

2. Spreadsheets are the foundation of your plan

3. How the process changed my professional approach

4. Why I prioritise protection cover conversations

5. Why you shouldn't fear failure

6. How to maximise your efforts for your first submission to make the second less work

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

...more
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Your Financial Planning MaestroBy Jacqueline Lockie


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