S2:E9 Old CFP, new CFP - why I was determined to pass my CFP certification episode artwork

EPISODE · Feb 17, 2022 · 30 MIN

S2:E9 Old CFP, new CFP - why I was determined to pass my CFP certification

from Your Financial Planning Maestro · host Jacqueline Lockie

In this week's episode we talk to Matthew Walne CFP™, Santorini Financial Planning. Matthew became interested in obtaining his CFP certification quite a few years ago and had a tough journey to get there. Matthew is one of the nicest financial planners that you will ever meet in the profession.  But underneath that Mr Nice Guy, there is a man with a dogged determination to continue his own personal development of knowledge and skills.  In doing so, he has proven to himself what many of us already knew, that he's a great financial planner. He is happier (understatement of the year) and his clients are already feeling the benefits of gaining his CFP certification. Matthew's bio: Matthew Walne CFP™ is a Certified Financial Planner™, Chartered Wealth Manager and Registered Life Planner and the owner and founder of Santorini Financial Planning Ltd since 2011.  Santorini Financial Planning is a boutique lifestyle financial planning business based in Loughborough, Leicestershire serving small business owners and senior executives looking to plan their retirement and beyond.

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S2:E9 Old CFP, new CFP - why I was determined to pass my CFP certification

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