ABOUT THIS EPISODE
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
English
United States
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For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
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