S12:E3 - CFP is not for the fainthearted

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 Gregor Munro CFP at Sunflower Financial Planning about his journey to become a CFP professional.Listen now to find out: 1. Know your 'Why' before embarking on CFP 2. Financial planning, not technical knowledge, is the foundation of your plan 3. The importance of understanding how to build cashflow models 4. Assumptions are criticalThis 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 Aug 28, 2025

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S12:E3 - CFP is not for the fainthearted

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