S9:E2 - How to tackle your CFP Financial Plan assessment

In this week’s episode we talk to Graeme Smith CFP™, Financial Planner at Miln Craig, about his journey to becoming a CFP professional.

He talks about his journey from mortgage adviser to wealth manager to embarking on the CFP and then finding out what financial planning was all about!

Some of the key things that were important for Graeme during CISI L7 case study assessment were:

Approach to the case study – it’s natural to feel overwhelmed at times, so having a plan on how to tackle it is vital.

Don’t go it alone – get help. It will save you time, money and stress!

Plan extra time at the start of the process to really get to know your clients.

Your excel skills will be taken to the next level – that’s nothing to be afraid of as it will help you to better understand the software you use at work.

Your client meeting skills will improve no end.

It’s not an easy thing to achieve, but it is worth it!

Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.

#CFP #FinancialPlanning #CISI

Graeme Smith bio: 

I have worked in financial services since 2006. I currently offer Independent Financial Planning advice to both personal and corporate clients. I have experience as a senior adviser in large firms including as a wealth manager for high-net-worth individuals within a large Private Bank. I hold advanced qualifications in Financial Planning, Wealth Management and Pension Advice. 
 
I am an Associate member of the Chartered Insurance Institute (CII) and hold the title of Chartered Financial Planner (RQF level 6) with them. I have also recently completed the RQF level 7 Certified Financial Planner (CFP) qualification through the Chartered Institute for Securities & Investment (CISI). The CFP certification is recognised globally as the gold standard for financial planning professionals.