Shows
Your Financial Planning MaestroS12:E8 - First time pass of CISI L7For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.comIn this final episode of series 12 of #YourFinancialPlanningMaestro #podcast we talk to Aaron McAuley CFP from GSB Global Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. How to set the strategy to pass on your first submission 2. How the CFP process will enhance your critical thinking skills 3. The importance of time management for Excel mistakes 4. How you can get create to maximise your chances of successThis episode is...
2025-10-0221 minYour Financial Planning MaestroS12:E7 - CFP changed my whole approach to giving adviceFor more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.comIn 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 activitiesThis episode is packed full of advice and...
2025-09-2524 minYour Financial Planning MaestroS12:E6 - CFP opened my eyesFor more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.comIn 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 important5. How CFP has opened his eyes to change his da...
2025-09-1832 minYour Financial Planning MaestroS12:E5 - CFP has changed how I advise clientsFor more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Odell CFP from Atlas Personal Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. Why thorough preparation and commitment are essential 2. What are the toughest parts 3. Client relevance is key to success 4. How CFP will change the way you'll advise clientsThis episode is packed full of advice and tips to help you pass the CISI L7...
2025-09-1132 minYour Financial Planning MaestroS12:E4 - CFP is tough but worth itFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Henry Anderson CFP at Parallel Wealth Management Group about his journey to become a CFP professional.Listen now to find out: 1. Why a career changer like me bring invaluable skills 2. The importance of understanding the process to gain CFP 3. Cashflow modelling will change how you work on a day-to-day basis 4. How to overcome your challenges along the wayThis episode is packed...
2025-09-0426 minYour Financial Planning MaestroS12:E3 - CFP is not for the faintheartedFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Gregor Munro CFP at Sunflower Financial Planning about his journey to become a CFP professional.Listen now to find out: 1. Know your 'Why' before embarking on CFP 2. Financial planning, not technical knowledge, is the foundation of your plan 3. The importance of understanding how to build cashflow models 4. Assumptions are criticalThis episode is packed full of advice and tips to help you p...
2025-08-2830 minYour Financial Planning MaestroS12:E2 - Persistence is keyFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to David Vance CFP at Bloomsbury Wealth about his journey to become a CFP professional.Listen now to find out: 1. The importance of experience before attempting CFP 2. Why cashflow and assumptions are the foundation of your plan 3. Why you should take your first submission as a learning experience 4. Why you might need to adapt your writing style for CFP 5. Don't assume any existing clien...
2025-08-2128 minYour Financial Planning MaestroS12:E1 - The retirement you didn't see comingFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Dan Haylett, Director at TFP Financial Planning, about his financial planning career and why he's written a new book.Listen now to find out: 1. Why retirement is a human change not a maths problem 2. Why the emotional impact of life transitions is undervalued 3. Why underspending in retirement is a symptom of fear and choice overload 4. Why financial planners must evolve from being mechanics to guide...
2025-08-1455 minYour Financial Planning MaestroS11:E8 CFP has changed how I do financial planningFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. Time management is critical 2. Spreadsheets are the foundation of your plan 3. How the process changed my professional approach 4. Why I prioritise protection cover conversations 5. Why you shouldn't fear failure6. How to maximise your efforts for your first submission to make the se...
2025-04-1023 minYour Financial Planning MaestroS11:E7 - How to succeed in CFP certificationFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional.Listen now to find out: 1. The importance of client focused communication 2.The value of perseverance and learning from failure 3. How to manage your time and prepare properly for CFP 4. How to refine the assumptions used in financial plans 5. Why you should...
2025-03-2725 minYour Financial Planning MaestroS11:E6 - Practical tips to improve your client interactionsFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients.Listen now to find out: 1. The importance of building the conditions of trust when giving advice 2. Why we should improve our emotional and relational skills when giving advice 3. Why financial planning should be a co-created process
2025-03-2051 minYour Financial Planning MaestroS11:E5 - Strong foundations to become CFPFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Taylor CFP, recent winner of the Octo Member Nick Cann aspiring young planner award, at Key Financial Planning.Listen now to find out: 1. The importance of setting strong foundations 2. How to learn from failure and seek guidance 3. How to take a holistic approach 4. How much effort and commitment is required anyway?! 5. Why you should...
2025-03-1333 minYour Financial Planning MaestroS11:E4 - Mastering the journey to CFP successIn this week's #YourFinancialPlanningMaestro #podcast we talk to Imran Kalam CFP at Rhodes Wealth Management.Listen now to find out: How to utilise your non-financial planning skills to pass CFP.Why committing to lifelong learning makes the difference.How to adopt a truly holistic perspective.How to master the assumptions (or not).Leverage support and stay adaptable.This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.For more podcasts or to sign up for one of our...
2025-03-0627 minYour Financial Planning MaestroS11:E3 - CFP makes you a better planner!For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com/your-financial-planning-maestro-podcastIn this week's #YourFinancialPlanningMaestro #podcast we talk to Paul McCabe CFP at Acumen Financial Planning.Listen now to find out:How golf skills translate into financial planningHow to use your support network to benefit youKey preparation and strategies to passThe impact of the process on personal growthThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.Paul...
2025-02-2737 minYour Financial Planning MaestroS11:E2 - Simplify to gain CFPFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com/your-financial-planning-maestro-podcastIn this week's #YourFinancialPlanningMaestro #podcast we talk to Tristan Johnson CFP at McKenzie & Co Financial Consultants.Listen now to find out:How to take a practical approach to the assessmentHow to apply a holistic approach to passHow to overcome the various challenges with the case studyHow to simplify your financial plan to be successfulThe future impact of Consumer Duty on financial planningThis episode is packed full of advice and tips to help y...
2025-02-2028 minYour Financial Planning MaestroS11:E1 - The key 'must dos' to pass CFPFor more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com/your-financial-planning-maestro-podcastIn this week's #YourFinancialPlanningMaestro #podcast we talk to Kelly Selby CFP paraplanner at Amber Wealth Creation.Listen now to find out:Preparation is keyHow to manage your time strategicallyPrioritise cashflow planningHow to embrace and apply feedbackThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.Amber's bio#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses
2025-02-1329 minYour Financial Planning MaestroS10:E9 - Financial Planning Week SpecialIn this week's #YourFinancialPlanningMaestro #podcast we talk to Tracy Vegro, CEO of Chartered Institute for Securities and Investment and Carly Dunningham CFP, Director of Financial Planning at Verso Wealth management and chair of the CISI FP Forum Committee about this month's finance initiative to offer free advice and help to the public.
Listen now to find out:
1. What is Financial Planning Week and how the public can benefit.
2. How you can seek free advice from CFP professionals - there's no catch!
3. How to sign up to...
2025-01-1552 minYour Financial Planning MaestroS10:E8 - Stay accountable to pass CFPIn this week's #YourFinancialPlanningMaestro #podcast we talk to Louis Ewart CFP at Ewart & Bridgeman Advisers.
Listen now to find out:
How to prepare for your case study to maximise your chances of passing.
Early preparation can help you be successful.
How to obtain clarity during the process.
How it can benefit your client advice afterwards.
This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.co...
2024-12-3028 minYour Financial Planning MaestroS10:E7 - CFP needs strategic time managementFor more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Steve Williams CFP Para-dox Paraplanning.
Listen now to find out:
How to prepare for your case study to maximise your chances of passing.
How to plan your time efficiently to be successful
How to apply your critical thinking skills to maximum effect
This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.
...
2024-12-1925 minYour Financial Planning MaestroS10:E6 - Golf pro to CFP proFor more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com
In this week’s #YourFinancialPlanningMaestro #podcast we talk to John Findlater about his transition from professional golf to financial planning is an inspiring story of career reinvention.
Listen now to find out:
How mentors can help you pass
How CFP helps your day-to-day business
Why a holistic approach to clients pays dividends
This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro....
2024-12-1234 minYour Financial Planning MaestroS10:E5 - Critical thinking to pass CFPIn this week's #YourFinancialPlanningMaestro #podcast we talk to Chris Harris CFP™ from RBC Brewin Dolphin.
We talk about:
Career inspiration
Rationale for pursuing CFP certification
Challenges faced
Shifting his problem solving perspective
The importance of assumptions and critical thinking
See our website LockieConsultants.com for info on how you can become a CFP professional in the UK.
#CFP #CertifiedFinancialPlanner #CISI
Chris's bio:
Chris Harris CFP™ is a financial planner who works at RBC Brewin Dolphin and joined the industry 8 years ago working for companies such as Wealt...
2024-12-0236 minYour Financial Planning MaestroS10:E4 - Report writing skills to become a CFP professionalIn this week’s #YourFinancialPlanningMaestro #podcast we talk to James Hunt, Chartered Financial Planner at Eldon Financial Planning, who recently shared his journey to achieving the prestigious Certified Financial Planner (CFP) certification.
His story provides valuable insights for aspiring financial planners.
James initially considered a career in accounting while studying finance at university. However, after completing a placement in an accounting firm, he realised that he wanted more personal interaction in his work. This shift in focus led him to explore financial planning, where he found a better balance be...
2024-11-2825 minYour Financial Planning MaestroS10:E3 - CFP = compliance made easyIn this week’s #YourFinancialPlanningMaestro #podcast interview, we talk to Alice Davey CFPTM of In Partnership about her inspiring journey into the financial planning profession, highlighting how success can come from persistence and continuous learning, even if the path starts unexpectedly.
Like many others, Alice entered the financial planning world by accident. What began as a simple practice interview led her to a role in a financial adviser's office, where she discovered her passion for the technical side of financial planning.
Alice’s career progression underscores the importance of ongoing professional development. Star...
2024-11-2126 minYour Financial Planning MaestroS10:E2 - Don’t give up on becoming a CFP professional!Don’t give up on becoming a CFP professional!
One simple but vitally important message from this week’s #YourFinancialPlanningMaestro podcast guest.
We talked to Oluwaseun Apta about his journey from joining a graduate program in banking and wealth management, seeing the positive impact on clients of good investment advice, becoming a financial crime specialist. After doing some research into what CFP meant to clients and other CFP professionals and realising what a positive impact he could have on potential client’s lives if he became a CERTIFED FINANCIAL PLANNER, he worked out...
2024-11-1429 minYour Financial Planning MaestroS10:E1 - Time is key to become a CFP professionalDo 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...
2024-11-0730 minYour Financial Planning MaestroS9:E7 - How I got a 99% first time pass!In this week’s podcast episode, we talk to Ciaran Quinlan CFP™, Paraplanner at Close Brothers Asset Management, about his journey to becoming a CFP Professional following his return to the industry after a career break.
At age 25, having passed all his Chartered Financial Planner exams at the first time of asking, Ciaran took the opportunity for a career break to travel around the world. Returning to the UK after a year away, he decided to sign onto Jackie’s course and study full-time on the Level 7 Financial Plan Case Study to ‘ease’ him back into...
2024-06-0648 minYour Financial Planning MaestroS9:E6 - Understanding the scope of the CISI L7 assessmentIn this week’s podcast episode, we talk to Jane Jones CFP™, Director of Operations at Mackenzie Financial Planning, about her journey to become a CFP professional.
Jane wasn’t fully prepared for what was in store for her and as she puts it, “I was unprepared and thought that I’d just do what I normally do with clients. I hadn’t realised the scope of the assessment.”
Despite the initial difficulties, Jane overcame those issues and passed on her second submission.
Her approach to studying for level 4...
2024-05-2330 minYour Financial Planning MaestroS9:E5 - How CFP benefits my clientsIn 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...
2024-05-2032 minYour Financial Planning MaestroS9:E4 -A no course route to CFP CertificationIn this week’s episode we talk to Will Oswald CFP™, Financial Planner at Chiltern Hills Financial Planning, about his journey to becoming a CFP professional.
Will had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; he missed a course, did some work on it unsupported and then embarked on a series of 1:2:1s to help create and execute a plan to pass.
As Will’s honest account of what happened shows, having to undo some things and redo others to get his financial plan back on track...
2024-05-0921 minYour Financial Planning MaestroS9:E3 - Architecture + admin + paraplanning + financial planning = CFP professionalIn this week's episode we talk to Angela McAfee CFP™, about her journey to become a CFP professional.
Angela shares her journey from studying a degree in architecture to CFP professional and how she, like many, seem to fall into the financial planning profession.
During the interview we talked about:
* How her next-door neighbour helped her switch into financial advice
* Why she studied with CISI instead of CII
* The jump between level 4 minimum advice requirements and the CFP
* The vital tips and advice for those thinking of em...
2024-05-0220 minYour Financial Planning MaestroS9:E2 - How to tackle your CFP Financial Plan assessmentIn this week’s episode we talk to Graeme Smith CFP™, Financial Planner at Miln Craig, about his journey to becoming a CFP professional.
He talks about his journey from mortgage adviser to wealth manager to embarking on the CFP and then finding out what financial planning was all about!
Some of the key things that were important for Graeme during CISI L7 case study assessment were:
Approach to the case study – it’s natural to feel overwhelmed at times, so having a plan on how to tackle it is vital.
Don’t go...
2024-04-2526 minYour Financial Planning MaestroS9:E1 - How to decide what you want from an employerHow to decide what you want from an employer.
In the first interview of the new series we talk to Hetty Hyde-Durrant CFP™, financial planner at Broadway Financial Planning.Hetty shares her remarkable journey from back-office investment admin to CFP professional in just two years.
We talk about the wider network of friends and family that support us in our studies, her individual ups and downs during her journey to become a CFP professional.
Hetty also shares lots of tips and insights for those thinking about embarking on the CISI level 6 exam or th...
2024-04-1828 minYour Financial Planning MaestroS8:E4 - What to do if you are unsuccessful with your CISI L7 submissionIn this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment.
They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables!
This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP...
2024-04-1120 minYour Financial Planning MaestroS8:E3 - CISI L7 case study: Making recommendations and writing up your planIn this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment.
They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables!
This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK.
Chri...
2024-04-0525 minYour Financial Planning MaestroS8:E2 CISI L7 case study - Approach and CalculationsIn this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment.
They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables!
This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK.
2024-03-2826 minYour Financial Planning MaestroS8:E1 CISI L7 case study assessment - Preparation and ApproachIn this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment.
They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables!
This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK.
2024-03-2120 minYour Financial Planning MaestroS7:E8 - Becoming a CFP pro helps sole practitionersProfessionally lonely!
That’s how the late Paul Etheridge used to describe financial planning sole practitioners. He went on to explain that not having anyone to work with on a regular basis can make us feel a little isolated but also, as financial planners, we need to be able to challenge ourselves and others in order to do better and be better financial planners.
In this week’s #YourFinancialPlanningMaestro podcast we talk to Greg Cooke, a sole practitioner at Polaris Wealth, about his journey to become a CFP professional, how it challenged him and how he is changing the way...
2024-02-2931 minYour Financial Planning MaestroS7:E7 - Shifting your mindset to become a CFP professionalIn this week’s #YourFinancialPlanning Maestro podcast we
talk to Oz Shtrosberg CFP™ from MAG Financial Services
about his journey to become a CFP professional.
This is a fascinating conversation about how financial
advisers need to shift their mindset to become CFP professionals. Oz talks through the various aspects of the process to complete his financial plan for the CISI L7 assessment, where he was
challenged and how it made him reconsider his approach to the assessment.
We also discuss what aspects of the business he went off and
changed straight away!
2024-02-2236 minYour Financial Planning MaestroS7:E6 From adversity comes huge learning and benefits - my journey to CFP certificationIn this week’s #YourFinanciaPlanningMaestro podcast we talk to Natalie Norman Certified and Chartered Financial Planner at Blake Brooke Financial Advice Ltd.
Natalie shares her eventful journey to becoming a CFP professional. Everyone’s path is different but commonly it is a bit of a rollercoaster! Natalie shares her feelings of being overwhelmed initially along with how she overcame them to be successful.
Natalie embarked on the CISI level 7 case study, the final part of the CISI CFP pathway, without support initially. But after being unsuccessful, she found the support she needed to...
2024-02-1533 minYour Financial Planning MaestroS7:E5 - Rocky but worthwhile road to CFP certificationIn this week's podcast we talk to Dan Boden CFP™, Managing Director of Abode Financial Planning, about his interesting journey to become a CFP professional.
We discuss his approach, his struggles and what he did to overcome them. We also discuss the important and often unreported positive impact that gaining CFP can have on a business and the client experience proposition.
Daniel Boden bio:
Daniel is dedicated to helping clients and their families secure healthy financial futures.
He has a calm approach and takes time to demystify financial matters. Providing peace of min...
2024-02-0826 minYour Financial Planning MaestroS7:E4 - The long term benefits to businesses who support their teams to become CFP prosIn this week’s #YourFinancialPlanningMaestro we talk to Dani
Nicholls CFP™ Senior Paraplanner at Cooper Parry Wealth, about her journey to becoming a Certified Financial Planner.
We talk about how working in a positive supporting
environment that supports their team through to gain their CFP certification was a big help in setting high expectations.
Her employers have also built a strong support network and walk the talk, all of which made life a little less stressful for her.
In this episode we talk about her approach to the CISI Level
7...
2024-02-0125 minYour Financial Planning MaestroS7:E3 How financial planning businesses can best support future leaders to gain CFP certificationIn this week’s #YourFinancialPlanningMaestro podcast we talk to Anick Sharma CFP™, Financial Planner at Mercury Wealth Management.
He shares his journey to becoming a CFP professional in just four years from entering the profession.We talk through his structured approach to studying and the sacrifices he made along the way.
He offers important insights to the financial planning business owners of today and tomorrow and discusses the importance of supporting your teams and working in the right environment where all roads lead to comprehensive financial planning.
Whether you are embarking on a care...
2024-01-2530 minYour Financial Planning MaestroS7:E2 - Combining financial planning and discretionary management to help me become a CFP professionalIn this week’s episode we talk to David Henry CFP™, Financial Planner at Sylva Financial Planning, about his journey from wealth manager to financial planner.
It is a fascinating discussion about the differences between investment management and financial planning and what drives people to change.
David passed his CISI Level 7 case study financial plan
assessment on his very first submission – you get up to three. That demonstrates that there is quite a lot of overlap between investment management and financial planning, but what he hadn’t fully appreciated was that embarking o...
2024-01-1832 minYour Financial Planning MaestroS7:E1 Becoming a CFP profession whilst overcoming the deaded spreadsheet fears!In the first episode of the seventh series of Your Financial
Planning Maestro podcast we talk to Fiona Bolt CFP™, owner of
Cameron Jones Financial Management.
Fiona shares her journey to become a CFP
professional – and it was quite a journey!
Along the way she encountered the dreaded
excel spreadsheets but overcame those and now reflects on an overall positive experience
but also one that has made her a better financial planner too.
This is an honest and humorous conversation, packed with
lots of help and tips for tho...
2024-01-1122 minYour Financial Planning MaestroS6:E10 Christmas Special - Changes to the global financial planning standardsIn this Christmas Special episode we talk to Dante De Gori CFP®, CEO of Financial Planning Standards Board Ltd. (FPSB).
The FPSB is the global standards setting body for the international CERTIFIED FINANCIAL PLANNER™ Certification which is licensed in 27 territories around the world and boasts over 213,000 CFP Professionals worldwide.
In this episode we talk about the new Financial Planner Competencies that were released in April 2023. These will affect all CFP awarding bodies around the world, including hte CISI in the UK. All bodies have until 1 Jan 2025 to implement these cha...
2023-12-1418 minYour Financial Planning MaestroS6:E9 Tips, tips, tips - An inspiring journey to become a CFP professionalIn this week's episode we talk to Rachel Howard CFP™, Director at Rachel Howard Wealth Management, about why she embarked on her CFP certification.
We talk about her inspiring journey and the struggles she overcame to become a CFP professional. Rachel shares her honest do's and don'ts when it comes to preparing for and completing the CISI L7 case study financial plan assessment.
This episode is packed full of helpful advice and tips for those starting their CISI L7 case study as well as some great business expansion tips fo...
2023-12-0730 minYour Financial Planning MaestroS6:E8 Changing careers - From building sites to financial planner in two years!In this week's episode we are back talking to CFP professionals who have recently passed their CISI L7 case study financial plan assessment and gained their CFP certification.
Just two years ago Jamie Little CFP™was in the heating engineering trade managing a team of plumbers working on building sites. In this interview we talk about how he transitioned to becoming a financial planner, why he decided to change, how he went about it and why he continued on to become a CFP Professional.
This is a must listen ep...
2023-11-3031 minYour Financial Planning MaestroS6:E7 Engaging clients using social media - the do's and don'ts!In this week's podcast we are changing tack and talking to a social media expert, Lindsay Chree, owner of Chree8 Social Media, about how to make social media work for your business.
We cover the following things:
1. What platforms are best for different client groups
2. How to design a social media strategy
3. Business v personal LinkedIn accounts
4. Sales tactics to attract clients
5. What affects the visibility of posts
6. How to deal with negative comments or reviews
This is a fascinating and highly useful...
2023-11-2335 minYour Financial Planning MaestroS6:E6 Entrepreneurs: Helping you improve your work/life balance with Travis ParryIn this week's episode we take a different tack and look at how you can grow your business AND be present with loved ones in your personal life.
Many of our listeners are entrepreneurs building financial planning businesses whilst maintaining a healthy life outside work.
In this episode we talk about the LIFT strategy that Travis teaches to help with all this, namely:
Live your values
Ideal your calendar
Family support
Teamwork
We also talk about business niche and how to tell the world about your services.
2023-11-1653 minYour Financial Planning MaestroS6:E5 Gaining CFP™ certification and the benefits it brought to our financial planning businessIn this week's podcast episode we talk to Matt Greer CFP™, Financial Planner at Navigate IFA about his journey to gaining his CFP certification.
We talk through the process that Matt used with his CISI Level 7 case study and the issues he faced along the way.
Perhaps most importantly, we discussed the areas of the business that have been changed to make a positive impact on the client experience proposition.
Matt Greer bio:
Matt has been in financial services his entire working life, starting out in...
2023-11-0942 minYour Financial Planning MaestroS6:E4 Tough but worth it - how overcoming problems helped my gain my CFP certificationIn this week's episode we talk to David Burgess CFP™, Financial Planner at Bloomsbury Wealth, about his journey to CFP certification.
He shares why he decided to embark on a career in financial services and why he want to seek out a great financial planning firm to work in.
We talk in detail about the parts of the CISI L7 assessment process that were the hardest and what he did to overcome those issues.
This episode is packed full of tips for anyone about to embark on the process.
...
2023-11-0232 min
Adviser 3.0: The PodcastEp 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa HannJoin Abraham Okusanya for a new episode of Adviser 3.0: The Podcast.
In this episode he is joined by guests, Jacqueline Lockie CFP™ & Philippa Hann, discussing how technology is used to enhance professional connections between Financial Planners and accountants/lawyers.
2023-11-0155 minYour Financial Planning MaestroS6:E3 How to pass your CFP™certification and give something back to the professionIn this week's episode we talk to Steve McBurnie CFP™, paraplanner at Wright, Johnston & Mackenzie LLP, about his journey to become a Certified Financial Planner professional.
We explore his approach, what happened along the way and how he achieved a long-held dream.
This is a story of determination and hard work!
Steven share's lots of tips to help you if you are thinking of embarking on your own journey to become a CFP professional.
We also talk about Steven's volunteering work and why it's so important to give something back to he...
2023-10-2631 minYour Financial Planning MaestroS6:E2 Honesty is the best policy - never more relevant than when completing your CFP™ designationIn this week's episode we talk to Daniel Ryan CFP™ Director and Client Advisor at UBS Wealth Management about his journey to become a CFP professional.
Daniel shares is approach, honestly how long it took him and the different thought processes along the way.
In this refreshingly honest interview, Daniel shares lots of do's and don'ts to help you avoid the mistakes that he made, the impact on those around him and the positive takeaways that will impact his long-term client relationships.
Daniel's bio:
Daniel is Director – Client Advisor at UBS Wealth Mana...
2023-10-1930 minYour Financial Planning MaestroS6:E1 The ups and downs of gaining my CFP designation and paraplanner supportIn this week's Your Financial Planning Maestro podcast we talk to Sian Davies Cole CFP™co-owner at Plan Works about her journey to becoming a CFP professional as well as the importance of mentoring and why she helped set up the Paraplanner Club to give paraplanners more support across the profession.
Sian's journey wasn't plain sailing, but determination and application of her extensive knowledge helped her be successful.
Sian's bio:
Sian is a Certified Financial Planner professional, Mentor and Paraplanner.
She joined outsou...
2023-10-1248 minYour Financial Planning MaestroS5:E8 Mentoring and the do's and don'ts when setting out to gain your CFP CertificationIn the final episode of this series we talk to Chloe Phillips CFP™, Financial Planner at Pura Vida Financial Planning.
Chloe shares her journey to gain her CFP certification with lots of tips on how NOT to do things! Chloe is a self-confessed crammer and took quite a different approach to others that we have interviewed on our podcast. During this very honest interview, Chloe explains how she tackled the CISI L6 exam and the L7 case study along with how she came unstuck initially before getting back on track to pass the L7 ca...
2023-03-3035 min
Your Financial Planning MaestroS5:E7 How to prepare for and pass your CISI L7 case study assessmentIn this week's episode we talk to Lara Gentles CFP™ a Vice President at Santander Private Banking.
Having recently passed her CISI L7 case study assessment and become a CERTIFIED FIANCNIAL PLANNER™, Lara shares her experience of the process as well as loads of tips along the way, including the things she wished that she had done beforehand, how she got ready for the assessment, her approach and the outcome.
As we discuss in this interview, I always give lots of advice myself, but many people don't seem to follow it. Lara is one of the few that...
2023-03-2333 minYour Financial Planning MaestroS5:E6 The future of the global financial planning professionIn this week's episode we talk to Dante De Gori CFP® the newly appointed CEO of Financial Planning Standards Board Ltd. (FPSB).
The FPSB is the global standards setting body for the international CERTIFIED FINANCIAL PLANNER™ Certification which is licensed in 27 territories around the world and boasts over 213,000 CFP Professionals worldwide.
In this episode we talk about the continued growth in numbers of CFP Professionals, what is driving this growth and what the plans are to support the existing community and embrace new territories as well.
We also talk in detail about Dante's pla...
2023-03-0947 minYour Financial Planning MaestroS5:E5 Running a successful FP business, women in finance and what the Government needs to do!In this week's episode we talk to Louise Oliver CFP™ co-founder of Piercefield Oliver, a very successful financial planning business.
We cover a wide range of subjects in this enlightening conversation, including:
* How you can set up and run a boutique financial planning business,
* How to attract more women into the profession and why more should be encouraged to become client facing advisers for the long-term benefit of clients.
* The good and bad things the Government are doing in the field of financial education and what they should be...
2023-02-0941 minYour Financial Planning MaestroS5:E4 How understanding the psychology of money can help you give better adviceIn this week's episode we talk to Dr. Moira Somers, a neuropsychologist, family wealth consultant, author and executive coach.
Moira specialises in behavioural economics and the psychology of money.
We talk to Moira about the practical things financial planners can do to improve the questions that they ask clients in order to gain a deeper understanding of their clients' needs.
Moira's bio:
In her work, Dr. Somers addresses matters that range from the highly personal concerns of business-owning individuals and families all the way up to broader service, de...
2023-02-0237 minYour Financial Planning MaestroS5:E3 My journey to become a Certified Financial Planner professional - you can do it tooIn this week's episode we talk to Carly Dunningham CFP™, Director at Pavis Financial Management, about her journey to become a CFP professional.
She shares her strategy and approach to the CISI level 7 case study financial plan assessment along with lots of practical tips and advice for those in the middle of the process as well as those contemplating it for 2023.
Carly also shares her experiences helping in schools and universities and how being a visible female role model helps others thinking of entering the profession.
Carly's Bio:
Carly has worked in financial services for over 20 years. Having taken on va...
2023-01-2642 minYour Financial Planning MaestroS5:E2 The impact of erring on the side of caution in the financial planning processIn this week's episode we talk to Robert Lockie CFP™, branch principal at Bloomsbury Wealth, about a phrase that I see written quite a bit in financial plans for clients; I am going to err on the side of caution.
Robert is one of the most well respected Certified Financial Planner professionals in the UK. He has been a long-standing CFP professional and has a reputation for his knowledge and expertise for all things technically related in the financial planning sphere.
There's not much this chap doesn't know about assumptions. As you will hear in this...
2023-01-1957 minYour Financial Planning MaestroS5:E1 How my secret superpower has helped me become a more confident financial plannerIn the first episode of the fifth series of this podcast we talk to Jennifer Kay CFP™ who is a financial planner at Arlene Addison.
Jennifer shares her journey to become a Certified Financial Planner professional, her views on why there aren't enough female financial planning role models and what benefits becoming a CFP professional has bought her both professionally and personally.
Jennifer has a hidden super power! Listen to the podcast to find out what that is and how that has helped her improve her confidence, credibility and kudos in the financial planning profession....
2023-01-1240 minYour Financial Planning MaestroS4:E8 How to ensure that your working environment is welcoming to LGBTQA+ team membersIn the final episode of this series of podcasts we talk to Charlotte Phillips-Lynn, Senior Operations Analyst at Seccl.
There are so many small changes that we can all make to make our workplaces more comfortable for our team members from the LGBTQA+ community.
Some of your team might not be 'out' as part of that community. They might fear backlash or to be treated differently to others. What can you do help make everyone more comfortable in the workplace? Many things that you can do cost nothing more than a little of your time.
2022-09-1540 minYour Financial Planning MaestroS4:E7 How passing the CFP has helped me evolve my role as a paraplannerIn this week's podcast we are back to talking all things CFP certificate related with Carmen Bacaoanu, Head of Paraplanning at Wealth Matters.
We talk about her journey in the financial advice industry, how she was treated, how she found people to support her and how she became a career paraplanner.
Carmen also shares why it was important for her to gain her CFP certification and why she believes that it's a qualification for all, not just for client facing planners. Along the way we discuss various tips and pitfalls of working on the CISI L...
2022-09-0830 minYour Financial Planning MaestroS4:E6 How mentoring helped me become a CFP professional and a better financial plannerIn this week's podcast episode we talk to Michael Yuille CFP™, Founder of Northern Cross Wealth Management about all things Certified Financial Planner. Michael shares his journey to CFP certification and talks about how mentoring helped him gain his certification and to look at things a little differently.
We also talk about the difference that that experience has made to him personally and also professionally and how it gives his clients more confidence in him. He also lets us into a little secret and he tells us why you can do great financial planning anywhere!
Mich...
2022-09-0230 minYour Financial Planning MaestroS4:E5 How to spot and stop financial abuse in client meetingsIn this week's episode we talk to Michelle Hoskin, founder and director of Standards International, about the work she is doing in the field of financial abuse.
During the hard hitting interview we left no stone unturned and we talked about:
✔︎ How to spot clients who could potentially be being abused.
✔︎ How to identify those who are being financially abused.
✔︎ How to approach the conversations with both parties involved.
✔︎ What to say to offer guidance and support for those being abused.
✔︎ Why we shouldn't ignore this growing...
2022-08-2548 minYour Financial Planning MaestroS4:E4 How I use CFP certification to attract good quality clientsIn this week's podcast episode we talk to Andy Booth, Senior Partner at Nine Wealth.
Andy recently gained his CFP certification and talks through his journey to get there as well as offering lots of advice and tips along the way.
Andy is using his CFP certification to great effect attracting by changing the way he asks client questions and how he thinks through their options when faced with meeting their objectives. He also talks through how his recent experiences are helping him attract better quality clients.
If you are interested in completing t...
2022-08-1819 minYour Financial Planning MaestroS4:E3 How you can apply your life experiences to become a great financial plannerIn this episode we talk to Katherine Pautard CFP™ about her journey to become a Certified Financial Planner Professional.
Katherine started out her career wanting to be a midwife, but when she found that it wasn't her passion after all, she put her empathy, drive and ambition to use to become a great financial planner.
She shares her journey to find her true vocation in life as well as her passion to help clients. This year she has gained her CFP certification and won Professional Advisers Rising Star of the Year award to boot.
K...
2022-08-1134 min
Your Financial Planning MaestroS4:E2 Failing when you are new to the profession and expectations are highIn this week's podcast episode we are back talking to Meg and James at the Verve Group and catching up on what they have learned since we lat talked to them.
We had a really interesting discussion about the weight of expectations that they put on themselves when studying for exams. We share their ups and downs and talk openly about how we all fail; some just don't want to admit it!
If you are an employer who has recently taken on new members of your team, this is a must listen episode.
2022-08-0435 minYour Financial Planning MaestroS4:E1 How to pass your financial plan assessment and gain your CFP certification in the UKIn the first of the series, we talk to Gareth Tregidon CFP™, CEO and Head of Financial Planning at Nugenis Financial Planning Ltd.
Gareth was a CFP assessor for the Institute of Financial Planning L6 and Chartered Institute for Securities and Investment L7 financial plan case study assessor for many years and has assessed 600 financial plan assessments!
We talk all things assessment related including:
How to approach your plan creation.
Do's and don'ts when it comes to assumptions.
Common mistakes, how they happen and what to do about them.
His approach as an assessor; wh...
2022-07-2847 minYour Financial Planning MaestroS3:E10 Get a day a week of your life back by changing the way you communicateIn the final episode of this series, we talk to Andy Bounds, one of the best communicators I know!
We waste many hours each week cc'ing people into needless emails, covering your backside and preparing to blame your manager when they don't instantly recall said email and swoop in to fix mistakes.
We are swamped with so many emails that we miss the critical ones, we can't make decisions quickly.
Andy shows us how to stop all that today by thinking about the 'afters' - what will be better after they've read your...
2022-05-2644 minYour Financial Planning MaestroS3:E9 Being a chameleon won't help you excel in businessIn this week's episode we talk to Brett Davidson, FP Advance, about how to attract and communicate with clients.
When trying to attract new clients, it's tempting to try to appeal to a wide audience, but that's not how things work when it comes to attracting clients.
Growth doesn't come from comfortably blending in and in this episode we take a deep dive into:
- Focus on what makes you unique
- Own your point of view and get it out into the world
- Get comfortable that 50% of...
2022-05-1934 minYour Financial Planning MaestroS3:E8 Find out about the new technological advances in the financial planning professionIn this week's episode we talk to Ian McKenna, Director of the Financial Technology Research Centre about all things technology in the financial planning profession.
Find out what new tools are coming on to the market and where you can achieve more efficiencies in your business.
We also talk about how the FCA is changing the face of tech and what are the likely changes on the horizon for advisers in our profession.
This episode is packed with up-to-date information to help keep your business running smoothly.
Ian's bio:
...
2022-05-1236 minYour Financial Planning MaestroS3:E7 Are you passionate about attracting new talent to the profession? Find out how others are taking a different tack to do just thatIn this week's episode we talk to Jonathan Gibson CFP™ about how his journey to build his own financial planning firm and how he's so passionate about attracting new talent, that he's doing things differently.
We talk about the biggest influencers in his life, the successes and failures along the way and what he's doing to attract new talent to the profession.
Jonathan's firm has the Lockie Consultants 'Your Financial Planning Symphony' Training and Development scheme too which gives structure and content to support his vision to build a more vibrant financial planning profession.
...
2022-05-0548 minYour Financial Planning MaestroS3:E6 Want happier financial planning clients? Then improve the questions you ask them!Better client questions leads to better information, better outcomes for clients and ultimately happier clients! Do you think you ask great questions? Think again!
In this week's episode we talk to Brendan Frazier, the founder of Wired Planning in the US. He has a refreshing way of improving the quality of the questions you ask your clients. We discuss the content of questions as well as the approach and order to ask them.
His 'Pillars of great questions' include:
1) A great question minus listening is no longer a great question
2) Order and...
2022-04-2854 minYour Financial Planning MaestroS3:E5 Get your marketing straightened out to attract the right clientsIn this week's episode we talk to Katie Braden, CFP® at Innovating Advice, about all things marketing.
Why are so many financial planning business websites the same? Why do so many feel static and (dare I say it) boring? How can you stand out from the crowd of financial planning businesses?
There's that age-old saying that only 20% of your marketing is effective, but no one knows which 20% it is! In this conversation we delve much deeper into all these issues, including common misconceptions that marketing has to project a corporate image and video recordings professionally edit...
2022-04-2135 minYour Financial Planning MaestroS3:E4 Is there a real difference between financial planning and life planning?In this week's episode we talk to George Kinder CFP about why he became a CFP professional and why that wasn't enough for his clients.
George gives practical tips on how to improve your client discussions which lead to a deeper understanding of what they want to achieve with their wealth. He also shares some rare insights into some of his own failures and regrets and shares how they spurred him on to do better for his clients.
We also discuss the rise of financial coaching offerings for financial planners and explore how these might benefit both planners and their c...
2022-04-1446 minYour Financial Planning MaestroS3:E3 Need to get clear on ESG - what you offer and how to analyse funds?There are so many different terms surrounding ESG that understanding them all and thinking through how they impact the type of service you offer your financial planning clients can be tricky.
I saw three fund manager presentations recently, each fund manager said only one aspect E, S or G was the most important. Funnily though, they each said something different to the others!
In this week's episode we talk to Sam Adams, CEO and Co-Founder of Vert Asset Management and we delve deep into the practical aspects that need to be considered when making changes t...
2022-04-0751 minYour Financial Planning MaestroS3:E2 Global financial planning - how the advice world is adaptingIn this week's interview we talk to Noel Maye, CEO of the Financial Planning Standards Board, about the global financial planning profession and what it means to be a CFP professional in the UK and across the world.
We talk in detail about the key areas that CFP professionals are changing to support more clients both during the pandemic and beyond.
We also look at how the global numbers of CFP professionals is growing, why that might be as well as future projects for financial planners and the professional bodies that support them.
...
2022-03-3143 minYour Financial Planning MaestroS3:E1 Challenging your thinking: Structuring your financial planning offeringIn the first in our series of business planning podcast episodes, we talk to Marlene Outrim CFP™ at Uniq Family Wealth.
Marlene shares her approach to clients, how she explains what financial planning is and how she identifies and deals with conflict between couples. We also talk about how those insights gave her drive to write several books including her most recent, Cascading Your Wealth.
A fascinating and thought provoking episode to challenge the way you deal with clients.
Bio: Marlene J Outrim MSc.Econ
Author of:
C...
2022-03-2436 minYour Financial Planning MaestroS2:E9 Old CFP, new CFP - why I was determined to pass my CFP certificationIn this week's episode we talk to Matthew Walne CFP™, Santorini Financial Planning.
Matthew became interested in obtaining his CFP certification quite a few years ago and had a tough journey to get there.
Matthew is one of the nicest financial planners that you will ever meet in the profession. But underneath that Mr Nice Guy, there is a man with a dogged determination to continue his own personal development of knowledge and skills. In doing so, he has proven to himself what many of us already knew, that he's a great financial planner.
He...
2022-02-1730 minYour Financial Planning MaestroS2:E8 Vulnerable Clients: The practical implications of telling a client that you are treating them as 'vulnerable'In this week's episode we talk frankly and openly about the issues around giving advice to vulnerable clients with Martin Lines, Development and Events Director, Just
With recent FCA research suggesting that around 50% of people who seek financial advice should probably be classed as vulnerable because of the pandemic, now is a good time to revisit these issues.
We discuss what the regulator is doing and we explore how financial planning firms are tackling this issue in their day-to-day work with clients. We talk through the practical aspects of spotting vulnerability, the do's and don'ts wh...
2022-02-1046 minYour Financial Planning MaestroS2:E7 Are you giving away financial plans as a loss leader to gain assets under management?Many financial planning firms 'give away' the financial plan as part of an investment management service or as a loss leader because they are paid a percentage of assets under management. This puts the emphasis on gaining more assets for the business rather than providing financial plans for clients. Numerous surveys show a reluctance for the public to pay for advice they seek - this is partly because they do not see the value in what you offer.
In this week's episode we talk to Warren Shute CFP™, Lexington Wealth about why he built is financial planning busin...
2022-02-0344 minYour Financial Planning MaestroS2:E6 From investment manager to CFP - how the process has helped me improve my wealth management businessIn this episode we talk to Susie Bewell CFP™, Branch Principal, Raymond James Hitchin, about why she decided to become a CFP professional, her journey to get there and the way she has moved her more traditional wealth management business to offer a comprehensive financial planning service to her clients.
Many investment/wealth managers tell me that they don't think they need to think about financial planning, but as both the wealth management market shrinks due to technological advances and the financial planning market grows as more advisers embrace financial planning, Susie explains why and how her fir...
2022-01-2726 minYour Financial Planning MaestroS2:E5 You can do it too - From leaving school with 3 GCSEs to becoming a CFP professional and running my own businessIn this week's episode we talk to Sarah Huffen CFP™ Chartered MCSI, Principal of Gilded Wealth.
Sarah is a very determined lady. Sarah left school with very few qualifications she embarked on a unique path into financial services, starting her own business and being one of very few people to pass their CISI L7 assessment on her first submission. She did all that whilst arranging a wedding and catching COVID-19 too!
Sarah believes passionately that more women should enter the financial planning profession, the value that a wider mix of backgrounds, gender and age can bring...
2022-01-2018 minYour Financial Planning MaestroS2:E4 Why financial planning is so much more than cashflow planning and how CFP has strengthen my passion to help clientsIn this week's episode we talk to Tina Weeks CFP™, Serenity Financial Planning, about how financial planners can become even better at helping clients achieve their goals. We talk about how cashflow planning is only scratching the surface as far as giving comprehensive financial planning is concerned and why she decided to gain the CFP certification and how it has helped her in business and with her clients.
We have a frank discussion about her journey to CFP and the changes that she has made to her business since passing as well as the impact that FCA int...
2022-01-1341 minYour Financial Planning MaestroS2:E3 with Louise Sagar - How CFP contributed to me creating my own lifestyle financial planning businessIn this week's episode we talk to Louise Sagar CFP™, Live Vitae Financial Planning, who went on quite a journey to gain her Certified Financial Planner certification.
In this frank discussion she shares her journey and experiences and explains how becoming a paraplanner started her journey to CFP and with a young family, lead her ultimately to start her own lifestyle business.
Louise offers invaluable tips for those embarking on the CFP in the UK and also offers some sound advice to those juggling a young family and trying to progress their career.
Lo...
2022-01-0627 minYour Financial Planning MaestroS2:E2 Wendy Fleming CFP™ - Identifying and supporting wealthy clients who get into debtWendy is a CFP™ professional who started the charity Ditch Debt with Dignity in 2014 and since then has supported hundreds of wealthy people who have got into debt. In a world where so many on lower incomes have struggled financially during the pandemic, many wealthier people have tried to keep up the appearance of affluence which has resulted in many feeling ashamed and reluctant to seek help.
We talk about how to identify which of your clients might be starting to struggle financially, practical steps to support them in making the tough decisions needed to find a sol...
2021-12-3034 minYour Financial Planning MaestroS2:E1 Joanna Redmond - Christmas special: More practical tips on how to avoid making mistakes when creating your CISI L7 financial planIn this week's podcast episode, the first one in this series, I talk to Joanna Redmond CFP™, Financial Planner at Investment for Life.
Joanna has been a CFP Professional for around seven years and has spent most of the last six assessing IFP and CISI L6 and L7 financial plan submissions before stepping down in 2021.
She gives us many significant tips and advice to those who are about to embark on the CISI L7 case study financial plan assessment and even more advice to those in the middle of the process.
We talk through the do's and don'ts when writing up...
2021-12-2241 minYour Financial Planning MaestroS1:E9 CISI Financial Plan Case Study Assessments - the do's and don'ts to pass and obtain your CFP certificationIn this week's podcast episode, the final one in this series, I talk to Joanna Redmond CFP™, Financial Planner at Investment for Life.
Joanna has been a CFP Professional for around seven years and has spent most of the last six assessing IFP and CISI L6 and L7 financial plan submissions before stepping down in 2021.
She gives us many significant tips and advice to those who are about to embark on the CISI L7 case study financial plan assessment and even more advice to those in the middle of the process.
We talk th...
2021-10-2828 minYour Financial Planning MaestroS1:E8 How to put Certified Financial Planner certificaiton at the centre of your businessIn this week's episode we talk to Phil Billingham and Shannon Currie, both Certified Financial Planner professionals at Perceptive Planning.
We talk about the international advantages of being a CFP professional and why they structured their business to give CFP assessment-style comprehensive financial planning advice to all clients. In addition we discuss how they work with CFP professionals all over the world, but particularly in South Africa, to bring comprehensive financial planning advice to clients who cross boarders. The ethical considerations in these situations are very interesting.
We also get into much more controversial territory an...
2021-10-2246 minYour Financial Planning MaestroS1:E7 Revisiting our new entrants - sharing useful tips for employersIn this week's podcast episode we are back talking to Meg and James at the Verve Group and catching up on what they have learned since we lat talked to them.
We had a really interesting discussion about what employers could do more of to help those entering the profession.
If you are an employer who has recently taken on new members of your team, this is a must listen episode.
Website: LockieConstulants.com
2021-10-1431 minYour Financial Planning MaestroS1:E6 Why I became a CFP Professional and my journey to get there!In this week's podcast episode we talk to Farida Hassanali Certified Financial PlannerTM, Senior Paraplanner, Paradigm Norton
We talk about why she decided to become a financial planner at such a young age, how she got her break in the profession, her experience of studying for here CFP certification in the UK and how she helps a particular group of clients achieve their goals. Farida also shares her tips on how to approach your CISI L7 financial plan case study assessment and in particular things NOT to lose sight of along the way.
Farida has b...
2021-10-0728 minYour Financial Planning MaestroS1:E5 Making assumptions when creating financial plansIn this week's podcast episode we talk to one of the most well respected Certified Financial Planner professionals in the UK, Robert Lockie. He has been a long-standing CFP professional and has a reputation for his knowledge and expertise for all things technically related in the financial planning sphere. There's not much he doesn't know about assumptions. As you will hear in this episode, he gives you a fascinating insight into how to think through assumptions and how to apply them in real life when talking to clients.
Bio:
Robert Lockie CFPTM Chartered FCSI, Investment Man...
2021-09-3053 minYour Financial Planning MaestroS1:E4 Lessons I learned and the improvements in my business because of the Certified Financial Planner certificationIn this episode we speak to Alasdair Walker who recently gained his CFP certification in the UK. Alasdair is a long standing self confessed serial 'exam passer' but the CISI L7 assessment proved a challenging path to CFP certification.
He shares an honest account of the ups and downs of the process, how to approach it and the changes he has made in his business because of it.
Bio:
Alasdair Walker CFP™ MCSI FPFS, Managing Director, Handford, Aitkenhead and Walker
Alasdair is an award-winning CFP™ Professional and Chartered Financial Planner and holds...
2021-09-2342 minYour Financial Planning MaestroS1:E3 Visiting two new entrants to the financial planning professionIn this week’s podcast we are dropping in on two new entrants to the financial planning profession. Meg and James are like a breath of fresh air. We catch up with them to find out what attracted them to the profession and what their first few months have been like.
We will be catching up with both of them on a regular basis and following them on their journeys in the financial planning profession. By doing this we hope to highlight the highs and lows of their experiences and help financial planning businesses plan better for new e...
2021-09-1720 minYour Financial Planning MaestroS1:E2 Certified Financial Planner professional, Amyr Rocha Lima talks about the impact of going through the CFP process and how he gives better advice to his clients nowIn this podcast we talk all things Certified Financial Planner Professional certification with Amyr. Amyr earned his CFP professional certification two years ago and during this interview he shares his story about his "Ah ha!" moment that so many financial planners have when undertaking the required assessments to become certified.
Amyr also shares some excellent tips and advice to those thinking of undertaking this journey.
Amyr Rocha Lima, MSc FPFS CFP® is a financial planner who specialises in helping successful professionals with their retirement planning. He is a partner at Holland Hahn & Wills LLP, a fi...
2021-09-0933 minYour Financial Planning MaestroS1:E1 Global financial planning and the Certified Financial Planner designation - interview with Noel Maye, CEO of FPSBNoel Maye is Chief Executive Officer of the Financial Planning Standards Board (FPSB). Before joining the organization, Maye was Senior Vice President of Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, where he oversaw the international, legal, consumer and public affairs, and communications departments, and served as corporate spokesperson.
Prior to CFP Board, he was an associate with Ogilvy, Adams & Rinehart, a New York-based public relations firm, where he specialized in working with financial services clients.
Maye holds the Certified Association Executive (CAE) credential, completed the National Association of Corporate...
2021-08-2551 min
FTAdviser PodcastNew syllabus aims to 'relaunch' certified planner statusThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, explains why the body has updated its certified financial planner syllabus and how this will help it reverse the decline in advisers holding this designation. She also discusses how the profession can benefit from large companies such as Lloyds returning to the advice market.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering...
2019-05-2415 min