S6:E3 How to pass your CFP™certification and give something back to the profession episode artwork

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.

Episode metadata supplied by the publisher feed · Published Oct 26, 2023

Embed this episode

Ready to play

S6:E3 How to pass your CFP™certification and give something back to the profession

0:00 31:24

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Your Financial Planning Maestro?

This episode is 31 minutes long.

When was this Your Financial Planning Maestro episode published?

This episode was published on October 26, 2023.

Can I download this Your Financial Planning Maestro episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!