S11:E2 - Simplify to gain CFP

from Your Financial Planning Maestro · host Jacqueline Lockie

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠LockieConsultants.com/your-financial-planning-maestro-podcast⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Tristan Johnson CFP at McKenzie & Co Financial Consultants.Listen now to find out:How to take a practical approach to the assessmentHow to apply a holistic approach to passHow to overcome the various challenges with the case studyHow to simplify your financial plan to be successfulThe future impact of Consumer Duty on financial planningThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.Tristan's bio#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

Episode metadata supplied by the publisher feed · Published Feb 20, 2025

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S11:E2 - Simplify to gain CFP

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