S11:E5 - Strong foundations to become 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.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Taylor CFP, recent winner of the Octo Member Nick Cann aspiring young planner award, at Key Financial Planning.Listen now to find out: 1. The importance of setting strong foundations 2. How to learn from failure and seek guidance 3. How to take a holistic approach 4. How much effort and commitment is required anyway?! 5. Why you should adopt a 'sponge' mentality.This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

Episode metadata supplied by the publisher feed · Published Mar 13, 2025

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S11:E5 - Strong foundations to become CFP

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