S11:E5 - Strong foundations to become CFP
Mar 13, 2025•33 min•Season 11Ep. 5
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Episode description
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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 should adopt a 'sponge' mentality.
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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