Do not underestimate the time commitment to become a CFP pro!
In the first episode of series 10 of #YourFinancialPlanningMaestro podcast we talk to Laura Ripley, Financial Planner at BRI Wealth Management, about her journey to become a CFP professional.
We talk about the importance of:
1. Planning out your time
2. Not underestimating how much time it will take you
3. Not leaving it until the last minute to start – you’ve just got you start somewhere!
4. Obtaining support along the way. Professional support will make a huge difference but don’t forget about family and friends.
5. Identifying the hurdles in the financial plan creation process
6. Knowing that it’s ok and natural to feel emotional at times – it is all part of the journey of self-improvement.
Congratulations on passing on your first submission Laura and thank you for being open and honest about the ups and downs of your journey.
Laura Ripley bio:
I joined Financial Services in 2007 in a junior role and over the years have gained experience and qualifications in a range of areas. I have a real passion for lifetime financial planning, and I get great satisfaction from helping clients live their best lives. I’m an accredited Retirement Planning Specialist and hold the CFA IMC qualification alongside being a Chartered Fellow of the Personal Finance Society and now a Certified Financial Planner™. I work at BRI Wealth management as a Financial Planner.
Outside of work I am a keen runner, a (fair weather) cyclist and spend most my Saturdays exploring the local woodland/ countryside with my 6-year-old, Oscar.
If you would like to learn more about becoming a CFP professional in the UK go to our website: www.LockieConsultants.com
#CFP #CertifiedFinancialPlanner #CISI #YourFinancialPlanningMaestro #podcast
