S10:E5 - Critical thinking to pass CFP - podcast episode cover

S10:E5 - Critical thinking to pass CFP

Dec 02, 202436 minSeason 10Ep. 5
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

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 Brewin Dolphin and joined the industry 8 years ago working for companies such as Wealth at Work and Charles Derby which is now Quilter. 

Prior to this he worked as secondary science teacher with a chemistry specialism and still runs a successful YouTube channel (Allery Chemistry) helping students to pass A Level Chemistry. 

Chris transitioned into financial planning to help people plan for their futures and feel confident about the way they fund their lifestyles and provide for their families. Obtaining CFP certification reinforces Chris’s commitment to professional financial planning and upholding the high standards the clients expect. 


For the best experience, listen in Metacast app for iOS or Android