S5:E3 My journey to become a Certified Financial Planner professional - you can do it too

In this week's episode we talk to Carly Dunningham CFP™, Director at Pavis Financial Management, about her journey to become a CFP professional. She shares her strategy and approach to the CISI level 7 case study financial plan assessment along with lots of practical tips and advice for those in the middle of the process as well as those contemplating it for 2023. Carly also shares her experiences helping in schools and universities and how being a visible female role model helps others thinking of entering the profession. Carly's Bio: Carly has worked in financial services for over 20 years. Having taken on various roles over the years, she is now a Director and Certified Financial Planner professional at Pavis Financial Management where she spends time speaking to and meeting with clients to help them achieve their goals, as well as being involved with the day to day running of the business. Carly is also the current Chair of Financial Liverpool and is a past-President of the Insurance Institute of Liverpool.