S2:E1 Joanna Redmond - Christmas special: More practical tips on how to avoid making mistakes when creating your CISI L7 financial plan

In this week's podcast episode, the first one in this series, I talk to Joanna Redmond CFP™, Financial Planner at Investment for Life. Joanna has been a CFP Professional for around seven years and has spent most of the last six assessing IFP and CISI L6 and L7 financial plan submissions before stepping down in 2021. She gives us many significant tips and advice to those who are about to embark on the CISI L7 case study financial plan assessment and even more advice to those in the middle of the process. We talk through the do's and don'ts when writing up your financial plan, the common errors that candidates make, the common subject areas that cause confusion and the way the feedback letters are created if you fail a submission. Please remember that Joanna is no longer an assessor and so cannot help you with individual queries.  Please respect that fact and contact the CISI qualifications team directly if you have any queries with your own financial plan assessment or feedback. This conversation is very timely with the quarterly release of the CISI L7 results just around the corner. Joanna's Bio:  Joanna enjoys the technical side of building a Financial Plan and presenting her ideas to our clients, bringing them closer to their goals. Joanna is actively involved within our professional bodies and helps develop the profession by assessing the global Certified Financial Planner Licence. Our website: LockieConsultants.com