S11:E4 - Mastering the journey to CFP success
Mar 06, 2025•28 min•Season 11Ep. 4
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Episode description
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 podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com
Imran's bio: https://rhodeswealthmanagement.co.uk/team/
#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses
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