S11:E8 CFP has changed how I do financial planning
Apr 10, 2025•24 min•Season 11Ep. 8
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Episode description
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In this week's #YourFinancialPlanningMaestro #podcast we talk to Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional.
Listen now to find out:
1. Time management is critical
2. Spreadsheets are the foundation of your plan
3. How the process changed my professional approach
4. Why I prioritise protection cover conversations
5. Why you shouldn't fear failure
6. How to maximise your efforts for your first submission to make the second less work
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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