All Episodes

S12:E8 - First time pass of CISI L7

S12:E7 - CFP changed my whole approach to giving advice

S12:E6 - CFP opened my eyes

S12:E5 - CFP has changed how I advise clients

S12:E4 - CFP is tough but worth it

S12:E3 - CFP is not for the fainthearted

S12:E2 - Persistence is key

S12:E1 - The retirement you didn't see coming

S11:E8 CFP has changed how I do financial planning

S11:E7 - How to succeed in CFP certification

S11:E6 - Practical tips to improve your client interactions

S11:E5 - Strong foundations to become CFP

S11:E4 - Mastering the journey to CFP success

S11:E3 - CFP makes you a better planner!

S11:E2 - Simplify to gain CFP

S11:E1 - The key 'must dos' to pass CFP

S10:E9 - Financial Planning Week Special

S10:E8 - Stay accountable to pass CFP

S10:E7 - CFP needs strategic time management

S10:E6 - Golf pro to CFP pro

S10:E5 - Critical thinking to pass CFP

S10:E4 - Report writing skills to become a CFP professional

S10:E3 - CFP = compliance made easy

S10:E2 - Don’t give up on becoming a CFP professional!

S10:E1 - Time is key to become a CFP professional

S9:E7 - How I got a 99% first time pass!

S9:E6 - Understanding the scope of the CISI L7 assessment

S9:E5 - How CFP benefits my clients

S9:E4 -A no course route to CFP Certification

S9:E3 - Architecture + admin + paraplanning + financial planning = CFP professional

S9:E2 - How to tackle your CFP Financial Plan assessment

S9:E1 - How to decide what you want from an employer

S8:E4 - What to do if you are unsuccessful with your CISI L7 submission

S8:E3 - CISI L7 case study: Making recommendations and writing up your plan

S8:E2 CISI L7 case study - Approach and Calculations

S8:E1 CISI L7 case study assessment - Preparation and Approach

S7:E8 - Becoming a CFP pro helps sole practitioners

S7:E7 - Shifting your mindset to become a CFP professional

S7:E6 From adversity comes huge learning and benefits - my journey to CFP certification

S7:E5 - Rocky but worthwhile road to CFP certification

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

S7:E3 How financial planning businesses can best support future leaders to gain CFP certification

S7:E2 - Combining financial planning and discretionary management to help me become a CFP professional

S7:E1 Becoming a CFP profession whilst overcoming the deaded spreadsheet fears!

S6:E10 Christmas Special - Changes to the global financial planning standards

S6:E9 Tips, tips, tips - An inspiring journey to become a CFP professional

S6:E8 Changing careers - From building sites to financial planner in two years!

S6:E7 Engaging clients using social media - the do's and don'ts!

S6:E6 Entrepreneurs: Helping you improve your work/life balance with Travis Parry

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

S6:E4 Tough but worth it - how overcoming problems helped my gain my CFP certification

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

S6:E2 Honesty is the best policy - never more relevant than when completing your CFP™ designation

S6:E1 The ups and downs of gaining my CFP designation and paraplanner support

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

S5:E7 How to prepare for and pass your CISI L7 case study assessment

S5:E6 The future of the global financial planning profession

S5:E5 Running a successful FP business, women in finance and what the Government needs to do!

S5:E4 How understanding the psychology of money can help you give better advice

S5:E3 My journey to become a Certified Financial Planner professional - you can do it too

S5:E2 The impact of erring on the side of caution in the financial planning process

S5:E1 How my secret superpower has helped me become a more confident financial planner

S4:E8 How to ensure that your working environment is welcoming to LGBTQA+ team members

S4:E7 How passing the CFP has helped me evolve my role as a paraplanner

S4:E6 How mentoring helped me become a CFP professional and a better financial planner

S4:E5 How to spot and stop financial abuse in client meetings

S4:E4 How I use CFP certification to attract good quality clients

S4:E3 How you can apply your life experiences to become a great financial planner

S4:E2 Failing when you are new to the profession and expectations are high

S4:E1 How to pass your financial plan assessment and gain your CFP certification in the UK

S3:E10 Get a day a week of your life back by changing the way you communicate

S3:E9 Being a chameleon won't help you excel in business

S3:E8 Find out about the new technological advances in the financial planning profession

S3:E7 Are you passionate about attracting new talent to the profession? Find out how others are taking a different tack to do just that

S3:E6 Want happier financial planning clients? Then improve the questions you ask them!

S3:E5 Get your marketing straightened out to attract the right clients

S3:E4 Is there a real difference between financial planning and life planning?

S3:E3 Need to get clear on ESG - what you offer and how to analyse funds?

S3:E2 Global financial planning - how the advice world is adapting

S3:E1 Challenging your thinking: Structuring your financial planning offering

S2:E9 Old CFP, new CFP - why I was determined to pass my CFP certification

S2:E8 Vulnerable Clients: The practical implications of telling a client that you are treating them as 'vulnerable'

S2:E7 Are you giving away financial plans as a loss leader to gain assets under management?

S2:E6 From investment manager to CFP - how the process has helped me improve my wealth management business

S2:E5 You can do it too - From leaving school with 3 GCSEs to becoming a CFP professional and running my own business

S2:E4 Why financial planning is so much more than cashflow planning and how CFP has strengthen my passion to help clients

S2:E3 with Louise Sagar - How CFP contributed to me creating my own lifestyle financial planning business

S2:E2 Wendy Fleming CFP™ - Identifying and supporting wealthy clients who get into debt

S2:E1 Joanna Redmond - Christmas special: More practical tips on how to avoid making mistakes when creating your CISI L7 financial plan

S1:E9 CISI Financial Plan Case Study Assessments - the do's and don'ts to pass and obtain your CFP certification

S1:E8 How to put Certified Financial Planner certificaiton at the centre of your business

S1:E7 Revisiting our new entrants - sharing useful tips for employers

S1:E6 Why I became a CFP Professional and my journey to get there!

S1:E5 Making assumptions when creating financial plans

S1:E4 Lessons I learned and the improvements in my business because of the Certified Financial Planner certification

S1:E3 Visiting two new entrants to the financial planning profession

S1:E2 Certified Financial Planner professional, Amyr Rocha Lima talks about the impact of going through the CFP process and how he gives better advice to his clients now

S1:E1 Global financial planning and the Certified Financial Planner designation - interview with Noel Maye, CEO of FPSB