S11:E1 - The key 'must dos' to pass CFP
Feb 13, 2025•30 min•Season 11Ep. 1
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Episode description
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 pro.
#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses
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