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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