S2:E9 Old CFP, new CFP - why I was determined to pass my CFP certification - podcast episode cover

S2:E9 Old CFP, new CFP - why I was determined to pass my CFP certification

Feb 17, 202231 minSeason 2Ep. 9
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

In this week's episode we talk to Matthew Walne CFP™, Santorini Financial Planning.

Matthew became interested in obtaining his CFP certification quite a few years ago and had a tough journey to get there.

Matthew is one of the nicest financial planners that you will ever meet in the profession.  But underneath that Mr Nice Guy, there is a man with a dogged determination to continue his own personal development of knowledge and skills.  In doing so, he has proven to himself what many of us already knew, that he's a great financial planner.

He is happier (understatement of the year) and his clients are already feeling the benefits of gaining his CFP certification.

Matthew's bio:

Matthew Walne CFP™ is a Certified Financial Planner™, Chartered Wealth Manager and Registered Life Planner and the owner and founder of Santorini Financial Planning Ltd since 2011. 

Santorini Financial Planning is a boutique lifestyle financial planning business based in Loughborough, Leicestershire serving small business owners and senior executives looking to plan their retirement and beyond.

For the best experience, listen in Metacast app for iOS or Android