Your Financial Planning Maestro

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

In 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 success

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

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 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 activities

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

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 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 important

5. How CFP has opened his eyes to change his day-to-day financial planning practice

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

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 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 clients

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

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 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 way

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

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 Gregor Munro CFP at Sunflower Financial Planning about his journey to become a CFP professional.

Listen now to find out:

1. Know your 'Why' before embarking on CFP

2. Financial planning, not technical knowledge, is the foundation of your plan

3. The importance of understanding how to build cashflow models

4. Assumptions are critical

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

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 David Vance CFP at Bloomsbury Wealth about his journey to become a CFP professional.

Listen now to find out:

1. The importance of experience before attempting CFP

2. Why cashflow and assumptions are the foundation of your plan

3. Why you should take your first submission as a learning experience

4. Why you might need to adapt your writing style for CFP

5. Don't assume any existing client knowledge

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

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 Dan Haylett, Director at TFP Financial Planning, about his financial planning career and why he's written a new book.

Listen now to find out:

1. Why retirement is a human change not a maths problem

2. Why the emotional impact of life transitions is undervalued

3. Why underspending in retirement is a symptom of fear and choice overload

4. Why financial planners must evolve from being mechanics to guides

5. What the five pillars of meaningful retirement are

This episode is packed full of advice and tips to help you improve your client experience service when talking to your clients about their retirement plans.

#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

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

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