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In this week's #YourFinancialPlanningMaestro #podcast we talk to Jordan West CFP from True Potential Wealth Management about his journey to become a CFP professional.
Listen now to find out:
1. How is skills as an accountant help him
2. Why he chose the CISI CFP route over other routes to Chartered
3. The challenges he faced with his L7 case study
4. Why learning from failure is so important
5. How CFP has opened his eyes to change his day-to-day financial planning practice
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
