Sign up to save your podcasts
Or
Share S8:E3 - CISI L7 case study: Making recommendations and writing up your plan
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
S8:E3 - CISI L7 case study: Making recommendations and writing up your plan
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment.
They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables!
This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK.
Chris Wicks bio:
Chris is a specialist adviser with 38 years’ experience for those undergoing major life changes- bereavement, retirement, redundancy, business exit and expatriates leaving and returning to the UK.
He also was a CFP case study assessor for Institute of Financial Planning case study assessment and Chartered Institute for Securities and Investment (CISI) level 7 case study financial plan assessment for over 15 years.
Additionally, in January 2024 Chris also became a course instructor for Lockie Consultants and supports those embarking on the CISI L7 case study financial plan assessment courses.
View all episodes
By Jacqueline LockieIn this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment.
They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables!
This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK.
Chris Wicks bio:
Chris is a specialist adviser with 38 years’ experience for those undergoing major life changes- bereavement, retirement, redundancy, business exit and expatriates leaving and returning to the UK.
He also was a CFP case study assessor for Institute of Financial Planning case study assessment and Chartered Institute for Securities and Investment (CISI) level 7 case study financial plan assessment for over 15 years.
Additionally, in January 2024 Chris also became a course instructor for Lockie Consultants and supports those embarking on the CISI L7 case study financial plan assessment courses.
More shows like Your Financial Planning Maestro
View all
No Laying Up - Golf Podcast
6,798 Listeners
This is Money Podcast
37 Listeners
The Meaningful Money Personal Finance Podcast
90 Listeners
Sky Sports Golf Podcast
51 Listeners
The High Performance Podcast
623 Listeners
Financial Planner Life Podcast
1 Listeners
The Rest Is Money
198 Listeners
The Chipping Forecast
109 Listeners
Making Money
11 Listeners
TRAP: The Real Adviser Podcast
4 Listeners
The Finance Geeks Podcast
0 Listeners
The Financial Planning Podcast
0 Listeners