In this week’s episode we talk to the 2024 CISI L7 case study award winner Kyle Glowacki CFP™, Financial Adviser at Cavendish Ware, about his journey to becoming a CFP professional.
Kyle had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; in fact he did the CFP assessment twice over in two different countries! Not because he had to, but because he wanted to.
During the interview we talked about:
· How he became a CFP professional in South Africa
· Why he felt it was important to redo his certification when he emigrated to the UK
· How he found the two different countries approaches
· His approach to completing his CISI L7 case study financial plan assessment
· Which aspects of his financial planning skills have improved by doing the CISI L7 case study assessment
· Why you should stop thinking about it and just do it!
Congratulations Kyle on winning the CISI L7 award for 2024. We are pleased to have supported you with our Fast Track Course and 1:2:1s along the way to this fantastic achievement. All your hard work has paid off!
Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.
#CFP #FinancialPlanning #CISI
Kyle is a Certified Financial Planner (CFP) professional and financial adviser at Cavendish Ware in the UK. He first attained his CFP certification in South Africa in 2013 before following the structured pathway to re-certify in the UK. This included earning the Investment Advice Diploma, Certificate in Advanced Financial Planning, and passing the level 7 case study to receive his diploma and UK CFP certification in 2023.
The double CFP qualification showcases Kyle's commitment to the profession. Kyle advises aspiring CFP professionals to start early, consistently work on their studies, utilise external trainers, and manage their time effectively. He recommends setting short-term goals and taking breaks to manage stress during exam periods. Kyle credits the CISI for providing a structured qualification pathway, quality study materials, and a seamless overall experience.
His CFP knowledge has enabled Kyle to progress from paraplanner to financial adviser, providing exceptional service to clients by understanding their lifestyles, goals, and building comprehensive plans to achieve and maintain their desired lifestyles throughout their lives.
