EPISODE · Oct 26, 2023 · 31 MIN
S6:E3 How to pass your CFP™certification and give something back to the profession
from Your Financial Planning Maestro · host Jacqueline Lockie
In this week's episode we talk to Steve McBurnie CFP™, paraplanner at Wright, Johnston & Mackenzie LLP, about his journey to become a Certified Financial Planner professional. We explore his approach, what happened along the way and how he achieved a long-held dream. This is a story of determination and hard work! Steven share's lots of tips to help you if you are thinking of embarking on your own journey to become a CFP professional. We also talk about Steven's volunteering work and why it's so important to give something back to help the profession grow and flourish. Steven's Bio: I am a Fellow of the CISI, an Accredited Paraplanner and a committee member of the Paraplanner Interest Group. I have recently passed my Level 7 case study and awaiting confirmation of my entitlement to use the Certified Financial Planner™ (CFP™) designation. I work for Wright, Johnston & Mackenzie LLP as a Paraplanner within our Wealth Planning department. WJM is a full-service law firm with an impressive client base throughout Scotland and the UK. We act on behalf of private individuals, businesses, companies, trust and charities, providing tailor-made plans to help you achieve your goals and objectives, now and in the future.
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S6:E3 How to pass your CFP™certification and give something back to the profession
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