S6:E5 Gaining CFP™ certification and the benefits it brought to our financial planning business

In this week's podcast episode we talk to Matt Greer CFP™, Financial Planner at Navigate IFA about his journey to gaining his CFP certification. We talk through the process that Matt used with his CISI Level 7 case study and the issues he faced along the way. Perhaps most importantly, we discussed the areas of the business that have been changed to make a positive impact on the client experience proposition. Matt Greer bio: Matt has been in financial services his entire working life, starting out in a high street bank before moving into pensions and wider financial advice. He specialises in working with pension schemes, particularly quirky old schemes that can be difficult to understand and is passionate about delivering proper financial planning that helps clients map out their future goals – and achieve them.  In 2021 Matt embarked on the rigorous process of achieving Certified Financial Planner status, which is the globally recognised gold standard for financial planning qualifications.  Matt is married to Victoria, and they have a daughter Joni (and another on the way) and a rescue greyhound called Jessie. Outside of work, Matt’s main hobby is running. He is currently training for his first marathon in Belfast in 2024!