S5:E8 Mentoring and the do's and don'ts when setting out to gain your CFP Certification

In the final episode of this series we talk to Chloe Phillips CFP™, Financial Planner at Pura Vida Financial Planning. Chloe shares her journey to gain her CFP certification with lots of tips on how NOT to do things! Chloe is a self-confessed crammer and took quite a different approach to others that we have interviewed on our podcast. During this very honest interview, Chloe explains how she tackled the CISI L6 exam and the L7 case study along with how she came unstuck initially before getting back on track to pass the L7 case study assessment. Chloe also shares lots of ideas for those getting into the profession and those feeling a bit disillusioned and thinking of leaving altogether. She talks about the various important groups there are there to support everyone and we talk specifically about the additional support for women as well as those who identify as non-binary. Here are links to those groups that we talk about: NextGen Planners The Paraplanner Club FFEM - Education and Mentoring for Female Financial Planners Chloe's bio: Meet Chloe, a Chartered & Certified Financial Planner™ with a passion for empowering her clients and those entering the profession. Chloe joined the team at Pura Vida Financial Planning in April 2022, following a successful transition into a client-facing role in the summer of 2021. With 15 years of experience in financial services industry, Chloe has honed her skills across a diverse range of roles. As the co-founder of The Paraplanner Club mentoring scheme, Chloe is committed to providing a supportive environment for individuals. Through this initiative, The Paraplanner Club offers a valuable sounding board and guidance to help others excel in their careers.