S11:E2 - Simplify to gain CFP
Feb 20, 2025•28 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 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 future impact of Consumer Duty on financial planning
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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