by Jacqueline Lockie
This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK. We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done! We also talk to those new to the profession and follow their journeys at different points in their professional lives.
Language
🇺🇲
Publishing Since
8/25/2021
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October 2, 2025
<p>For more podcasts or to sign up for one of our popular courses, go to: <a href="https://www.lockieconsultants.com/" target="_blank" rel="noopener noreferer">LockieConsultants.com</a></p><p>In 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.</p><p>Listen now to find out:</p><p> 1. How to set the strategy to pass on your first submission</p><p> 2. How the CFP process will enhance your critical thinking skills</p><p> 3. The importance of time management for Excel mistakes</p><p> 4. How you can get create to maximise your chances of success</p><p>This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.</p><p>#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses</p><p><br></p>
September 25, 2025
<p>For more podcasts or to sign up for one of our popular courses, go to: <a href="https://www.lockieconsultants.com/" target="_blank" rel="noopener noreferer">LockieConsultants.com</a></p><p>In this week's #YourFinancialPlanningMaestro #podcast we talk to Michelle Lambell CFP from The Minster Partnership about her journey to become a CFP professional.</p><p>Listen now to find out:</p><p> 1. Her transition form investment manager to financial planner</p><p> 2. How the CFP process benefited her and her clients</p><p> 3. The importance of time management with the L7 case study</p><p> 4. How CFP has transformed her day-to-day financial planning activities</p><p><br></p><p>This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.</p><p><br></p><p>#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses</p><p><br></p>
September 18, 2025
<p>For more podcasts or to sign up for one of our popular courses, go to: <a href="https://www.lockieconsultants.com/" target="_blank" rel="noopener noreferer">LockieConsultants.com</a></p><p>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.</p><p>Listen now to find out:</p><p> 1. How is skills as an accountant help him</p><p> 2. Why he chose the CISI CFP route over other routes to Chartered</p><p> 3. The challenges he faced with his L7 case study</p><p> 4. Why learning from failure is so important</p><p>5. How CFP has opened his eyes to change his day-to-day financial planning practice</p><p><br></p><p>This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.</p><p>#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses</p>
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Tracy Vegro
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Carly Dunningham
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Steve Williams CFP
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This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK.
We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!
We also talk to those new to the profession and follow their journeys at different points in their professional lives.
This podcast updates daily.
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Information about guest appearances is not available.
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