S11:E4 - Mastering the journey to CFP success

from Your Financial Planning Maestro · host Jacqueline Lockie

In this week's #YourFinancialPlanningMaestro #podcast we talk to Imran Kalam CFP at Rhodes Wealth Management.Listen now to find out: How to utilise your non-financial planning skills to pass CFP.Why committing to lifelong learning makes the difference.How to adopt a truly holistic perspective.How to master the assumptions (or not).Leverage support and stay adaptable.This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.For more podcasts or to sign up for one of our popular courses, go to:⁠ ⁠LockieConsultants.com⁠⁠Imran's bio: https://rhodeswealthmanagement.co.uk/team/#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

Episode metadata supplied by the publisher feed · Published Mar 6, 2025

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S11:E4 - Mastering the journey to CFP success

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