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In this week's #YourFinancialPlanningMaestro #podcast we talk to Michelle Lambell CFP from The Minster Partnership about her journey to become a CFP professional.
Listen now to find out:
1. Her transition form investment manager to financial planner
2. How the CFP process benefited her and her clients
3. The importance of time management with the L7 case study
4. How CFP has transformed her day-to-day financial planning activities
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
