S7:E4 - The long term benefits to businesses who support their teams to become CFP pros

In this week’s #YourFinancialPlanningMaestro we talk to Dani Nicholls CFP™ Senior Paraplanner at Cooper Parry Wealth, about her journey to becoming a Certified Financial Planner.   We talk about how working in a positive supporting environment that supports their team through to gain their CFP certification was a big help in setting high expectations.  Her employers have also built a strong support network and walk the talk, all of which made life a little less stressful for her.   In this episode we talk about her approach to the CISI Level 7 case study financial plan assessment, how it challenged her thinking as wellas the impact on her work going forward.   This episode is a must for employers who want to support their teams better.  Gains like these can encourage team members to come forward with ideas of improvement in the business and create a more supportive and forward-thinking culture.   Dani also offers lots of tips to those about to embark on their own journeys to become CFP professionals.   #CFP #Employers #Tips Dani Nicholls bio: Dani started working in financial services in 2012, mainly in a paraplanning role. Having achieved Chartered and Fellowship status with the CII, she decided to undertake the CFP to challenge herself further. Although coursework isn’t something that comes naturally, Dani persevered and was successful completing the qualification in 2023. Now she hopes to help guide others through the process by sharing her own experience.