Your Financial Planning Maestro by Jacqueline Lockie

70 - S9:E4 -A no course route to CFP Certification

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.

More episodes

70 - S9:E4 -A no course route to CFP Certification

Thu, 09 May 2024
69 - S9:E3 - Architecture + admin + paraplanning + financial planning = CFP professional

Thu, 02 May 2024
68 - S9:E2 - How to tackle your CFP Financial Plan assessment

Thu, 25 Apr 2024
67 - S9:E1 - How to decide what you want from an employer.

Thu, 18 Apr 2024
66 - S8:E4 - What to do if you are unsuccessful with your CISI L7 submission

Thu, 11 Apr 2024
65 - S8:E3 - CISI L7 case study: Making recommendations and writing up your plan

Fri, 05 Apr 2024
64 - S8:E2 CISI L7 case study - Approach and Calculations

Thu, 28 Mar 2024
63 - S8:E1 CISI L7 case study assessment - Preparation and Approach

Thu, 21 Mar 2024
62 - S7:E8 - Becoming a CFP pro helps sole practitioners

Thu, 29 Feb 2024
61 - S7:E7 - Shifting your mindset to become a CFP professional

Thu, 22 Feb 2024
60 - S7:E6 From adversity comes huge learning and benefits - my journey to CFP certification

Thu, 15 Feb 2024
59 - S7:E5 - Rocky but worthwhile road to CFP certification

Thu, 08 Feb 2024
58 - S7:E4 - The long term benefits to businesses who support their teams to become CFP pros

Thu, 01 Feb 2024
57 - S7:E3 How financial planning businesses can best support future leaders to gain CFP certification

Thu, 25 Jan 2024
56 - S7:E2 - Combining financial planning and discretionary management to help me become a CFP professional

Thu, 18 Jan 2024
55 - S7:E1 Becoming a CFP profession whilst overcoming the deaded spreadsheet fears!

Thu, 11 Jan 2024
54 - S6:E10 Christmas Special - Changes to the global financial planning standards

Thu, 14 Dec 2023
53 - S6:E9 Tips, tips, tips - An inspiring journey to become a CFP professional

Thu, 07 Dec 2023
52 - S6:E8 Changing careers - From building sites to financial planner in two years!

Thu, 30 Nov 2023
51 - S6:E7 Engaging clients using social media - the do's and don'ts!

Thu, 23 Nov 2023
50 - S6:E6 Entrepreneurs: Helping you improve your work/life balance with Travis Parry

Thu, 16 Nov 2023
49 - S6:E5 Gaining CFP™ certification and the benefits it brought to our financial planning business

Thu, 09 Nov 2023
48 - S6:E4 Tough but worth it - how overcoming problems helped my gain my CFP certification

Thu, 02 Nov 2023
47 - S6:E3 How to pass your CFP™certification and give something back to the profession

Thu, 26 Oct 2023
46 - S6:E2 Honesty is the best policy - never more relevant than when completing your CFP™ designation

Thu, 19 Oct 2023
45 - S6:E1 The ups and downs of gaining my CFP designation and paraplanner support

Thu, 12 Oct 2023
44 - S5:E8 Mentoring and the do's and don'ts when setting out to gain your CFP Certification

Thu, 30 Mar 2023
43 - S5:E7 How to prepare for and pass your CISI L7 case study assessment

Thu, 23 Mar 2023
42 - S5:E6 The future of the global financial planning profession

Thu, 09 Mar 2023
41 - S5:E5 Running a successful FP business, women in finance and what the Government needs to do!

Thu, 09 Feb 2023
40 - S5:E4 How understanding the physiology of money can help you give better advice

Thu, 02 Feb 2023
39 - S5:E3 My journey to become a Certified Financial Planner professional - you can do it too

Thu, 26 Jan 2023
38 - S5:E2 The impact of erring on the side of caution in the financial planning process

Thu, 19 Jan 2023
37 - S5:E1 How my secret superpower has helped me become a more confident financial planner

Thu, 12 Jan 2023
36 - S4:E8 How to ensure that your working environment is welcoming to LGBTQA+ team members

Thu, 15 Sep 2022
35 - S4:E7 How passing the CFP has helped me evolve my role as a paraplanner

Thu, 08 Sep 2022
34 - S4:E6 How mentoring helped me become a CFP professional and a better financial planner

Fri, 02 Sep 2022
33 - S4:E5 How to spot and stop financial abuse in client meetings

Thu, 25 Aug 2022
32 - S4:E4 How I use CFP certification to attract good quality clients

Thu, 18 Aug 2022
31 - S4:E3 How you can apply your life experiences to become a great financial planner

Thu, 11 Aug 2022
30 - S4:E2 Failing when you are new to the profession and expectations are high

Thu, 04 Aug 2022
29 - S4:E1 How to pass your financial plan assessment and gain your CFP certification in the UK

Thu, 28 Jul 2022
28 - S3:E10 Get a day a week of your life back by changing the way you communicate

Thu, 26 May 2022
27 - S3:E9 Being a chameleon won't help you excel in business

Thu, 19 May 2022
26 - S3:E8 Find out about the new technological advances in the financial planning profession

Thu, 12 May 2022
25 - S3:E7 Are you passionate about attracting new talent to the profession? Find out how others are taking a different tack to do just that

Thu, 05 May 2022
24 - S3:E6 Want happier financial planning clients? Then improve the questions you ask them!

Thu, 28 Apr 2022
23 - S3:E5 Get your marketing straightened out to attract the right clients

Thu, 21 Apr 2022
22 - S3:E4 Is there a real difference between financial planning and life planning?

Thu, 14 Apr 2022
21 - S3:E3 Need to get clear on ESG - what you offer and how to analyse funds?

Thu, 07 Apr 2022

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