S11:E7 - How to succeed in CFP certification
Mar 27, 2025•26 min•Season 11Ep. 7
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Episode description
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In this week's #YourFinancialPlanningMaestro #podcast we talk to Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional.
Listen now to find out:
1. The importance of client focused communication
2.The value of perseverance and learning from failure
3. How to manage your time and prepare properly for CFP
4. How to refine the assumptions used in financial plans
5. Why you should seek support and collaboration
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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