S6:E9 Tips, tips, tips - An inspiring journey to become a CFP professional

In this week's episode we talk to Rachel Howard CFP™, Director at Rachel Howard Wealth Management, about why she embarked on her CFP certification.

We talk about her inspiring journey and the struggles she overcame to become a CFP professional. Rachel shares her honest do's and don'ts when it comes to preparing for and completing the CISI L7 case study financial plan assessment.

This episode is packed full of helpful advice and tips for those starting their CISI L7 case study as well as some great business expansion tips for those looking to attract more clients.

Rachel Howard bio: 

Rachel is a highly motivated, enthusiastic individual and is driven to succeed but without compromise delivering a first-class client experience. Rachel has 35 years’ experience in the Banking industry, 12 of those in Senior Leadership roles including Directorship. Rachel decided to channel her experience and set herself a new challenge with St. James's Place as a Partner of her own Practice, Rachel Howard Wealth Management. Rachel has now achieved Level 7 Chartered Fellow status. 
 
Rachel has vast experience with individuals and businesses looking for a personalised service aiming to achieve financial goals. Rachel's focus is upon maintaining long term trusted relationships with clients demonstrating quality, integrity and excellence. Rachel specialises in Investment planning, Retirement planning, Inheritance tax planning and wealth protection - helping to change clients financial lives for the better.