EPISODE · Sep 9, 2021 · 33 MIN
S1: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 now
from Your Financial Planning Maestro · host Jacqueline Lockie
In 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 financial planning and wealth management firm based in Kingston upon Thames. Amyr is a frequent commentator on financial planning and wealth management matters for both national and specialist media. A graduate of the Cass Business School (City, University of London), Amyr is also the chairman of the CISI Financial Planning Forum, working with over 6,670 members to champion the financial planning profession in the UK.
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S1: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 now
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