S1:E4 Lessons I learned and the improvements in my business because of the Certified Financial Planner certification

In 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 the Certificate in Discretionary Investment Management, as well as being a qualified coach and mentor. He is managing director and sits on our investment committee. Alasdair has expertise in pensions and investments, with a particular passion for lifetime financial planning. He is an active contributor to the wider financial planning profession, and chairs the influential Expert Practitioner Panel at the Personal Finance Society, which supports and shares best practice across the sector and pushes for higher standards and better consumer outcomes. Our website: LockieConsultants.com