For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we talk to Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional. Listen now to find out: 1. Time management is critical 2. Spreadsheets are the foundation of your plan 3. How the process changed my professional approach 4. Why I prioritise protection cover conversations 5. Why you shouldn't fear failure 6...
Apr 10, 2025•24 min•Season 11Ep. 8
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we talk to Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional. Listen now to find out: 1. The importance of client focused communication 2.The value of perseverance and learning from failure 3. How to manage your time and prepare properly for CFP 4. How to refine the assumptions used in financial plans...
Mar 27, 2025•26 min•Season 11Ep. 7
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients. Listen now to find out: 1. The importance of building the conditions of trust when giving advice 2. Why we should improve our emotional and relational skills when giving advice 3. Why financial planning sho...
Mar 20, 2025•52 min•Season 11Ep. 7
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Taylor CFP, recent winner of the Octo Member Nick Cann aspiring young planner award, at Key Financial Planning. Listen now to find out: 1. The importance of setting strong foundations 2. How to learn from failure and seek guidance 3. How to take a holistic approach 4. How much effort and commitment is required anyway?! 5. Why you sh...
Mar 13, 2025•33 min•Season 11Ep. 5
In this week's #YourFinancialPlanningMaestro #podcast we talk to Imran Kalam CFP at Rhodes Wealth Management. Listen now to find out: How to utilise your non-financial planning skills to pass CFP. Why committing to lifelong learning makes the difference. How to adopt a truly holistic perspective. How to master the assumptions (or not). Leverage support and stay adaptable. This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro. For more podcast...
Mar 06, 2025•28 min•Season 11Ep. 4
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com/your-financial-planning-maestro-podcast In this week's #YourFinancialPlanningMaestro #podcast we talk to Paul McCabe CFP at Acumen Financial Planning. Listen now to find out: How golf skills translate into financial planning How to use your support network to benefit you Key preparation and strategies to pass The impact of the process on personal growth This episode is packed full of advice and tips...
Feb 27, 2025•38 min
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com/your-financial-planning-maestro-podcast In this week's #YourFinancialPlanningMaestro #podcast we talk to Tristan Johnson CFP at McKenzie & Co Financial Consultants. Listen now to find out: How to take a practical approach to the assessment How to apply a holistic approach to pass How to overcome the various challenges with the case study How to simplify your financial plan to be successful The fut...
Feb 20, 2025•28 min•Season 11Ep. 1
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com/your-financial-planning-maestro-podcast In this week's #YourFinancialPlanningMaestro #podcast we talk to Kelly Selby CFP paraplanner at Amber Wealth Creation. Listen now to find out: Preparation is key How to manage your time strategically Prioritise cashflow planning How to embrace and apply feedback This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP...
Feb 13, 2025•30 min•Season 11Ep. 1
In this week's #YourFinancialPlanningMaestro #podcast we talk to Tracy Vegro, CEO of Chartered Institute for Securities and Investment and Carly Dunningham CFP, Director of Financial Planning at Verso Wealth management and chair of the CISI FP Forum Committee about this month's finance initiative to offer free advice and help to the public. Listen now to find out: 1. What is Financial Planning Week and how the public can benefit. 2. How you can seek free advice from CFP professionals - there's n...
Jan 15, 2025•52 min•Season 10Ep. 9
In this week's #YourFinancialPlanningMaestro #podcast we talk to Louis Ewart CFP at Ewart & Bridgeman Advisers. Listen now to find out: How to prepare for your case study to maximise your chances of passing. Early preparation can help you be successful. How to obtain clarity during the process. How it can benefit your client advice afterwards. This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro. For more podcasts or to sign up for one o...
Dec 30, 2024•28 min•Season 10Ep. 8
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we talk to Steve Williams CFP Para-dox Paraplanning. Listen now to find out: How to prepare for your case study to maximise your chances of passing. How to plan your time efficiently to be successful How to apply your critical thinking skills to maximum effect This episode is packed full of advice and tips to help you pass the CISI L7 assessment and ...
Dec 19, 2024•26 min•Season 10Ep. 7
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com In this week’s #YourFinancialPlanningMaestro #podcast we talk to John Findlater about his transition from professional golf to financial planning is an inspiring story of career reinvention. Listen now to find out: How mentors can help you pass How CFP helps your day-to-day business Why a holistic approach to clients pays dividends This episode is packed full of advice and tips to help you pass the CI...
Dec 12, 2024•34 min•Season 10Ep. 6
In this week's #YourFinancialPlanningMaestro #podcast we talk to Chris Harris CFP™ from RBC Brewin Dolphin. We talk about: Career inspiration Rationale for pursuing CFP certification Challenges faced Shifting his problem solving perspective The importance of assumptions and critical thinking See our website LockieConsultants.com for info on how you can become a CFP professional in the UK. #CFP #CertifiedFinancialPlanner #CISI Chris's bio: Chris Harris CFP™ is a financial planner who works at RBC...
Dec 02, 2024•36 min•Season 10Ep. 5
In this week’s #YourFinancialPlanningMaestro #podcast we talk to James Hunt, Chartered Financial Planner at Eldon Financial Planning, who recently shared his journey to achieving the prestigious Certified Financial Planner (CFP) certification. His story provides valuable insights for aspiring financial planners. James initially considered a career in accounting while studying finance at university. However, after completing a placement in an accounting firm, he realised that he wanted more perso...
Nov 28, 2024•26 min•Season 10Ep. 8
In this week’s #YourFinancialPlanningMaestro #podcast interview, we talk to Alice Davey CFPTM of In Partnership about her inspiring journey into the financial planning profession, highlighting how success can come from persistence and continuous learning, even if the path starts unexpectedly. Like many others, Alice entered the financial planning world by accident. What began as a simple practice interview led her to a role in a financial adviser's office, where she discovered her passion for th...
Nov 21, 2024•27 min•Season 10Ep. 3
Don’t give up on becoming a CFP professional! One simple but vitally important message from this week’s #YourFinancialPlanningMaestro podcast guest. We talked to Oluwaseun Apta about his journey from joining a graduate program in banking and wealth management, seeing the positive impact on clients of good investment advice, becoming a financial crime specialist. After doing some research into what CFP meant to clients and other CFP professionals and realising what a positive impact he could have...
Nov 14, 2024•30 min•Season 10Ep. 1
Do not underestimate the time commitment to become a CFP pro! In the first episode of series 10 of #YourFinancialPlanningMaestro podcast we talk to Laura Ripley, Financial Planner at BRI Wealth Management, about her journey to become a CFP professional. We talk about the importance of: 1. Planning out your time 2. Not underestimating how much time it will take you 3. Not leaving it until the last minute to start – you’ve just got you start somewhere! 4. Obtaining support along the way. Professio...
Nov 07, 2024•30 min•Season 10Ep. 1
In this week’s podcast episode, we talk to Ciaran Quinlan CFP™, Paraplanner at Close Brothers Asset Management, about his journey to becoming a CFP Professional following his return to the industry after a career break. At age 25, having passed all his Chartered Financial Planner exams at the first time of asking, Ciaran took the opportunity for a career break to travel around the world. Returning to the UK after a year away, he decided to sign onto Jackie’s course and study full-time on the Lev...
Jun 06, 2024•48 min•Season 9Ep. 7
In this week’s podcast episode, we talk to Jane Jones CFP™, Director of Operations at Mackenzie Financial Planning, about her journey to become a CFP professional. Jane wasn’t fully prepared for what was in store for her and as she puts it, “I was unprepared and thought that I’d just do what I normally do with clients. I hadn’t realised the scope of the assessment.” Despite the initial difficulties, Jane overcame those issues and passed on her second submission. Her approach to studying for leve...
May 23, 2024•30 min•Season 9Ep. 6
In this week’s episode we talk to the 2024 CISI L7 case study award winner Kyle Glowacki CFP™, Financial Adviser at Cavendish Ware, about his journey to becoming a CFP professional. Kyle had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; in fact he did the CFP assessment twice over in two different countries! Not because he had to, but because he wanted to. During the interview we talked about: · How he became a CFP professional in South Af...
May 20, 2024•32 min•Season 9Ep. 5
In this week’s episode we talk to Will Oswald CFP™, Financial Planner at Chiltern Hills Financial Planning, about his journey to becoming a CFP professional. Will had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; he missed a course, did some work on it unsupported and then embarked on a series of 1:2:1s to help create and execute a plan to pass. As Will’s honest account of what happened shows, having to undo some things and redo others to ...
May 09, 2024•22 min•Season 9Ep. 4
In this week's episode we talk to Angela McAfee CFP™, about her journey to become a CFP professional. Angela shares her journey from studying a degree in architecture to CFP professional and how she, like many, seem to fall into the financial planning profession. During the interview we talked about: * How her next-door neighbour helped her switch into financial advice * Why she studied with CISI instead of CII * The jump between level 4 minimum advice requirements and the CFP * The vital tips a...
May 02, 2024•21 min•Season 9Ep. 3
In this week’s episode we talk to Graeme Smith CFP™, Financial Planner at Miln Craig, about his journey to becoming a CFP professional. He talks about his journey from mortgage adviser to wealth manager to embarking on the CFP and then finding out what financial planning was all about! Some of the key things that were important for Graeme during CISI L7 case study assessment were: Approach to the case study – it’s natural to feel overwhelmed at times, so having a plan on how to tackle it is vita...
Apr 25, 2024•27 min•Season 9Ep. 2
How to decide what you want from an employer. In the first interview of the new series we talk to Hetty Hyde-Durrant CFP™, financial planner at Broadway Financial Planning.Hetty shares her remarkable journey from back-office investment admin to CFP professional in just two years. We talk about the wider network of friends and family that support us in our studies, her individual ups and downs during her journey to become a CFP professional. Hetty also shares lots of tips and insights for those t...
Apr 18, 2024•28 min•Season 9Ep. 1
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road...
Apr 11, 2024•20 min•Season 8Ep. 6
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road...
Apr 05, 2024•26 min•Season 8Ep. 3
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 ass...
Mar 28, 2024•26 min•Season 8Ep. 5
In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 ass...
Mar 21, 2024•20 min•Season 8Ep. 1
Professionally lonely! That’s how the late Paul Etheridge used to describe financial planning sole practitioners. He went on to explain that not having anyone to work with on a regular basis can make us feel a little isolated but also, as financial planners, we need to be able to challenge ourselves and others in order to do better and be better financial planners. In this week’s #YourFinancialPlanningMaestro podcast we talk to Greg Cooke, a sole practitioner at Polaris Wealth, about his journey...
Feb 29, 2024•31 min•Season 7Ep. 8
In this week’s #YourFinancialPlanning Maestro podcast we talk to Oz Shtrosberg CFP™ from MAG Financial Services about his journey to become a CFP professional. This is a fascinating conversation about how financial advisers need to shift their mindset to become CFP professionals. Oz talks through the various aspects of the process to complete his financial plan for the CISI L7 assessment, where he was challenged and how it made him reconsider his approach to the assessment. We also discuss what ...
Feb 22, 2024•36 min•Season 7Ep. 7
