OVER DEZE AFLEVERING
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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
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Your Financial Planning Maestro .
ANDERE AFLEVERINGEN IN DEZE PODCAST
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…
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…
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 Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional.
Listen now to find out:
1. The import…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Jacqueline Lockie, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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