S9:E3 - Architecture + admin + paraplanning + financial planning = CFP professional
In this week's episode we talk to Angela McAfee CFP™, about her journey to become a CFP professional. Angela shares her journey from studying a de...
Your Financial Planning Maestro
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About
This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK. We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done! We also talk to those new to the profession and follow their journeys at different points in their professional lives.
S9:E2 - How to tackle your CFP Financial Plan assessment
In this week’s episode we talk to Graeme Smith CFP™, Financial Planner at Miln Craig, about his journey to becoming a CFP professional. He talks about...
S9:E1 - How to decide what you want from an employer.
How to decide what you want from an employer. In the first interview of the new series we talk to Hetty Hyde-Durrant CFP™, financial planner at Broadw...
S8:E4 - What to do if you are unsuccessful with your CISI L7 submission
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the impor...
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 impor...
S8:E2 CISI L7 case study - Approach and Calculations
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the impor...
S8:E1 CISI L7 case study assessment - Preparation and Approach
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the impor...
S7:E8 - Becoming a CFP pro helps sole practitioners
Professionally lonely! That’s how the late Paul Etheridge used to describe financial planning sole practitioners. He went on to explain that not havin...
S7:E7 - Shifting your mindset to become a CFP professional
In this week’s #YourFinancialPlanning Maestro podcast we talk to Oz Shtrosberg CFP™ from MAG Financial Services about his journey to become a CFP prof...
S7:E6 From adversity comes huge learning and benefits - my journey to CFP certification
In this week’s #YourFinanciaPlanningMaestro podcast we talk to Natalie Norman Certified and Chartered Financial Planner at Blake Brooke Financial Advi...