이 에피소드에 관해
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
영어
미국
전사 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
이 팟캐스트의 다른 에피소드
For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients.
List…
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 manageme…
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 import…
In this week's #YourFinancialPlanningMaestro #podcast we talk to Imran Kalam CFP at Rhodes Wealth Management.
Listen now to find out:
How to utilise your non-financial planning skills to pass CFP.
Why committing to lifelong learning makes the difference.
How to adopt a truly holistic perspective.…
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 Taylor CFP, recent winner of the Octo Member Nick Cann aspiring young planner award, at Key Financial Planning.
Listen now to find o…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Jacqueline Lockie에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
