S11:E8 CFP has changed how I do financial planning episode artwork

EPISODE · Apr 10, 2025 · 23 MIN

S11:E8 CFP has changed how I do financial planning

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 Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. Time management is critical 2. Spreadsheets are the foundation of your plan 3. How the process changed my professional approach 4. Why I prioritise protection cover conversations 5. Why you shouldn't fear failure6. How to maximise your efforts for your first submission to make the second less workThis 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

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S11:E8 CFP has changed how I do financial planning

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