SOBRE ESTE EPISÓDIO
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
Inglês
Estados Unidos da América
TRANSCRIÇÃO 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
PESQUISAR EPISÓDIOS PASSADOS
Pesquisar episódios anteriores de Your Financial Planning Maestro .
OUTROS EPISÓDIOS NESTE 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 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 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…
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…
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…
Aviso: O podcast e a arte incorporada nesta página são de Jacqueline Lockie, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
