EPISODE · Dec 2, 2024 · 36 MIN
S10:E5 - Critical thinking to pass CFP
from Your Financial Planning Maestro · host Jacqueline Lockie
In this week's #YourFinancialPlanningMaestro #podcast we talk to Chris Harris CFP™ from RBC Brewin Dolphin. We talk about: Career inspiration Rationale for pursuing CFP certification Challenges faced Shifting his problem solving perspective The importance of assumptions and critical thinking See our website LockieConsultants.com for info on how you can become a CFP professional in the UK. #CFP #CertifiedFinancialPlanner #CISI Chris's bio: Chris Harris CFP™ is a financial planner who works at RBC Brewin Dolphin and joined the industry 8 years ago working for companies such as Wealth at Work and Charles Derby which is now Quilter. Prior to this he worked as secondary science teacher with a chemistry specialism and still runs a successful YouTube channel (Allery Chemistry) helping students to pass A Level Chemistry. Chris transitioned into financial planning to help people plan for their futures and feel confident about the way they fund their lifestyles and provide for their families. Obtaining CFP certification reinforces Chris’s commitment to professional financial planning and upholding the high standards the clients expect.
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S10:E5 - Critical thinking to pass CFP
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