S1: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 been in the financial planning profession since she graduated from Loughborough University in 2007 with a degree in Maths with Economics. She’s kept up a steady flow of qualifications since then to become and Chartered and Certified Financial PlannerTM and obtained the STEP for Financial Services and IMC qualifications to name a few along the way too. She joined Paradigm Norton in 2019 and is a Senior Financial Planner as well as Deputy Chair of their Investment Committee. She is also an active member of the financial planning community as a member of the CISI Financial Planning Forum. Outside of work, Farida enjoys keeping active and usually has a challenge or two planned to keep her motivated. Our website: LockieConsultants.com