S5:E7 How to prepare for and pass your CISI L7 case study assessment

In this week's episode we talk to Lara Gentles CFP™ a Vice President at Santander Private Banking.

Having recently passed her CISI L7 case study assessment and become a CERTIFIED FIANCNIAL PLANNER™, Lara shares her experience of the process as well as loads of tips along the way, including the things she wished that she had done beforehand, how she got ready for the assessment, her approach and the outcome. As we discuss in this interview, I always give lots of advice myself, but many people don't seem to follow it. Lara is one of the few that did, and, as you will hear, it made her journey much smoother.

Lara Gentles Bio:

Lara is currently a Vice President within Santander Private Banking in Scotland. As a designated Chartered Wealth Manager and Certified Financial Planner™ with 25 years’ experience, Lara advises a diverse group of High-Net-Worth Individuals, predominantly based in the UK, with both domestic and global investment requirements. Previously, she was an Associate Director with HSBC Private Banking and has held relationship management positions with Barclays and Bank of Scotland.

She holds qualifications from the Chartered Institute of Bankers in Scotland, Chartered Insurance Institute, CFA Society of the UK, and is a Chartered Fellow of the Chartered Institute of Securities and Investment.

Outside of work, she loves the great outdoors and spends most of her spare time walking or mountain biking in Scotland.