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Your Financial Planning Maestro
Jacqueline Lockie
S12:E4 - CFP is tough but worth it
SEP 4, 202526 MIN
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Description
For 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 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 way
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

