Description

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠LockieConsultants.com/your-financial-planning-maestro-podcast⁠

In this week's #YourFinancialPlanningMaestro #podcast we talk to Tristan Johnson CFP at McKenzie & Co Financial Consultants.

Listen now to find out:

1. How to take a practical approach to the assessment
2. How to apply a holistic approach to pass
3. How to overcome the various challenges with the case study
4. How to simplify your financial plan to be successful
5. The future impact of Consumer Duty on financial planning

This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.

Tristan's bio

#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses