S10:E1 - Time is key to become a CFP professional episode artwork

EPISODE · Nov 7, 2024 · 30 MIN

S10:E1 - Time is key to become a CFP professional

from Your Financial Planning Maestro · host Jacqueline Lockie

Do not underestimate the time commitment to become a CFP pro!  In the first episode of series 10 of #YourFinancialPlanningMaestro podcast we talk to Laura Ripley, Financial Planner at BRI Wealth Management, about her journey to become a CFP professional.  We talk about the importance of:  1. Planning out your time  2. Not underestimating how much time it will take you  3. Not leaving it until the last minute to start – you’ve just got you start somewhere!  4. Obtaining support along the way.  Professional support will make a huge difference but don’t forget about family and friends.  5. Identifying the hurdles in the financial plan creation process  6. Knowing that it’s ok and natural to feel emotional at times – it is all part of the journey of self-improvement.    Congratulations on passing on your first submission Laura and thank you for being open and honest about the ups and downs of your journey.    Laura Ripley bio:  I joined Financial Services in 2007 in a junior role and over the years have gained experience and qualifications in a range of areas. I have a real passion for lifetime financial planning, and I get great satisfaction from helping clients live their best lives. I’m an accredited Retirement Planning Specialist and hold the CFA IMC qualification alongside being a Chartered Fellow of the Personal Finance Society and now a Certified Financial Planner™.   I work at BRI Wealth management as a Financial Planner.     Outside of work I am a keen runner, a (fair weather) cyclist and spend most my Saturdays exploring the local woodland/ countryside with my 6-year-old, Oscar.    If you would like to learn more about becoming a CFP professional in the UK go to our website: www.LockieConsultants.com #CFP #CertifiedFinancialPlanner #CISI #YourFinancialPlanningMaestro #podcast

Episode metadata supplied by the publisher feed · Published Nov 7, 2024

Embed this episode

Ready to play

S10:E1 - Time is key to become a CFP professional

0:00 30:21

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Your Financial Planning Maestro?

This episode is 30 minutes long.

When was this Your Financial Planning Maestro episode published?

This episode was published on November 7, 2024.

Can I download this Your Financial Planning Maestro episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!