S11:E7 - How to succeed in CFP certification episode artwork

EPISODE · Mar 27, 2025 · 25 MIN

S11:E7 - How to succeed in CFP certification

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 Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional.Listen now to find out: 1. The importance of client focused communication 2.The value of perseverance and learning from failure 3. How to manage your time and prepare properly for CFP 4. How to refine the assumptions used in financial plans 5. Why you should seek support and collaborationThis 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 27, 2025

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S11:E7 - How to succeed in CFP certification

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